Objective: This article guides admins on how to perform a quick and efficient bulk edit on the Cadana Admin web app by downloading the Excel file from the platform, making the necessary updates, and then re-uploading the edited sheet. The changes will be applied seamlessly, eliminating the need for employee-by-employee edits.
Here's how:
- On your dashboard, select the payroll tab at the left of your screen
- Select the drafted payroll you want to make edits to
- Select the Bulk Update button
- Download the payroll Excel file to your computer.
- Open the downloaded file and edit/update the allowances and deductions per the headings in the given columns.
- Save the edited payroll
- Upload the edited payroll file to your dashboard by drag and drop or by uploading the file from your computer.
- You will immediately see a notification with confirmation: Success: Changes saved successfully
- Changes will reflect instantly.
Please note:
- Only payroll on draft (status) can be edited in this way.
- Do not add/remove any rows from the sheet.
- To add new allowances, add columns after the column named "ALLOWANCES >>>"
- By default, all allowances are taxable. To mark an allowance as non-taxable, end the column name with an "*". E.g if you wanted the allowance for "Transport" to not be taxed, the column header should be "Transport*".
- To add new deductions, add columns after the column name "DEDUCTIONS >>>"
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