PaidHR provides a bulk upload feature that allows you to add multiple employee account numbers at once typically during initial employee setup or onboarding. To bulk upload account number:
Navigate to People and click on the downward arrow to reveal the options.
Click on Employees.
On the top right corner of your screen, click on Manage.
Click on Bulk Upload Accounts
Click on Download to access the provided spreadsheet template.
Complete the spreadsheet with accurate employee details, including:
Employee Name
Bank Name
Account Number
Upload the completed spreadsheet back into the system.
Provide your email address to complete the verification process for the uploaded file.
Click on upload accounts
Once uploaded, PaidHR will automatically process the information and update employee profiles with the provided account numbers.