Bulk Upload - Bank Details
The below article is relating to the bulk upload - Update Bank Details which can be found by navigating to:
Administration -> Company -> Bulk Upload
The Update Bank Details bulk upload is under the Time and Attendance section here:
Once you've clicked the Update Bank Details Bulk Upload button you will be directed to this page:
This page includes:
In the CSV the first column is called employee ID, this setting relates to what you enter in that column, For example if you have used the employee's names in the CSV the employee name option will need to be selected.
Include archived employees in search?
When using name or Works ID method, sometimes you may have multiple instances of the same employee with on active and one archived - if you set this to NO we will not search archived employees when marching and will only search your active employees. If you had 2 active employees of the same name, for example, this setting would make no difference.
CSV file to upload
This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.
Download help file and instructions
This option will download our bulk upload help file. This includes instructions on how to use each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.
Download CSV Model
This option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.
Editing your CSV:
When you download your sample CSV file it will look like this:
Employee - This field relates to your chosen Employee field on the bulk upload page, if you have chosen employee name this will be the employee's first and last name exactly as they are on NaturalHR, if this is either the system or Works ID, this will be either of those IDs exactly as they are in NaturalHR too. This field is Mandatory and Case Sensitive.
Sort Code - The employee's bank account sort code. This field must contain numbers only. This field is Mandatory.
Account Number - The employee's bank account number. This field must contain numbers only. This field is Mandatory.
Account Name - The employee's bank account name. This field is Mandatory.
Bank Name - The name of the employee's bank. This field is Mandatory.
Building Society Reference - The employee's building society reference. This field is Optional.
Bank Address - The address of the employee's bank. This field is Mandatory.
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