Multi Insert Tool: Employees Government Enrollment Update

To save time, PayrollHero has created the Multi-Insert tool that can be used to mass update Employees Government Enrollments.

Before using the Multi-insert tool, make sure that you have your Banks and Bank Enrollments set up, see screenshot below:

screenshot_092816_103650_am

 

To mass update bank enrollments, follow these simple steps:

  1. After adding the banks and bank enrollment, you can then click on the “Multi-Insert tool”.
    screenshot_092816_104811_am
  2. Choose “Employee Enrollment Update”.
    screenshot_092816_104837_am
  3. Then click on “Download Update File”.
    screenshot_092816_105005_am
    Your browser will then download the XLS file.The file will look something like this:
    screenshot_092816_105117_am
    The enrollments pending to add for employees will appear blank.

  4. Fill out the membership codes which is the government numbers if necessary, and an enrollment join date. and you should save the file as it is.

    NOTE: If you don’t know yet the employee’s government number but you want to start their Government Contributions, you can just add the “join date” which is usually their employment date.

  5. Go back to the Multi insert employee update tool and upload the file.
  6. You should receive an email notification if you have successfully imported the enrollments!

Double check that the correct government numbers were added in the correct format in order to successfully import the spreadsheet.

BIR Information Update

You can now add additional dependent information to be used in your 2316 forms. Additional dependent information can be added through the BIR Update Multi-insert Tool.

To mass update BIR enrollments, follow these simple steps:

1. Choose “BIR Update”.

2. And then click on “Download Update File”.

screenshot_092816_105645_am

3. Your browser will then download the XLS file.The file will look something like this:

screenshot_092816_105718_am

The enrollments pending to add for employees will appear blank. Setting Up Government Enrollments Details

4. Fill out the enrollment details and government numbers if necessary, and an enrollment join date. and you should save the file as it is.

5. Go back to the Multi insert employee update tool and upload the file.

6. You should receive an email notification if you have successfully imported the enrollments!

That concludes the ‘Multi Insert Tool: Employees Government Enrollment Update’ article. You should now be able to mass update bank enrollments, confidently.

 

If you have any further questions or suggestions, please send us a message on our requests page at support@payrollhero.com – we’d be happy to help.

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