Overview

There may be situations where a change affects a number of employees.
For example, Medical insurance deductions typically increase for everyone on the same date. It is easier to provide a bulk upload of the new rates rather than notifying each individual change.

The process

• The Client will advise their EasiPay Consultant what needs changing e.g. the value for medical insurance is changing for everyone who currently has a deduction.
• The Consultant will generate a bulk change template for all employees who are to be changed.
• The template will contain: the employee code, employee name, description of the field that is to be changed and current value being held.
• The Client will complete the new value to be uploaded and the date this is to be applied. Note: depending on the type of change this may be the actual date or the beginning of the pay period e.g. for a pay rate change this would be the actual date. For a fixed deduction the date should be the start of the period. A fixed deduction that is changing part the way through a pay period would be applied from the beginning of the pay period i.e. it will not be based on a partial pay period.

EasiPay Responsibilities

• The Consultant will import a bulk changes template and check there are no errors. 
• The changes will be reflected in the Updating Report.