How to bulk upload accounts on PaidHR
This article describes how you can bulk upload accounts on PaidHR.
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:
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Navigate to People and click on the downward arrow to reveal the options.
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Click on Employees.
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On the top right corner of your screen, click on Manage.
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Click on Bulk Upload Accounts
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Click on Download to access the provided spreadsheet template.
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Complete the spreadsheet with accurate employee details, including:
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Employee Name
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Bank Name
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Account Number
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Upload the completed spreadsheet back into the system.
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Provide your email address to complete the verification process for the uploaded file.
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Click on upload accounts
Once uploaded, PaidHR will automatically process the information and update employee profiles with the provided account numbers.