[2023 Version] Edit employee information

Similar to entering employee data into the system, the admin or authorized accounts can edit employee information in two ways:

A. Export Excel file (Details)

1. Edit Basic information / Contract information / Dependent information (Details)

2. Edit Salary information (Details)

B. Edit directly in the system (Details)

A. Edit information for multiple employees by exporting an Excel file

1. Edit Basic information / Contract information / Dependent information 

When needing to edit information for multiple employees, the admin or authorized accounts can export the data files to make adjustments and then import them back into the system using the following steps:

Steps:
Company > List of employees > Action > Export file > Select file to export > Edit data directly in the Excel file > Import the edited file back to the system

Specific steps:  

Step 1: Export file from the system

  Company > List of employees > Action > Export file > Select file to export

Note:

• For the Basic information file, in the overwrite column (column BW), 1 -Change information in existing account to update new data for employees who already have information in the system.

Step 2: Import the edited file back into the system

 Company > List of employees > Action > Enter employee > Select file to upload > Upload data

Note:

• After uploading the file, the system will display a preview screen for the admin to review the data entered in the file along with any errors that may have occurred. The admin can directly edit on the preview screen and then click [Confirmation] to upload the data to the system.

2. Edit Salary information

When editing an employee’s salary to take effect immediately or at a future date, the admin should follow these steps:

Step 1: Export file from the system

Company > List of employees > Action > Export file > Select the Salary information 

Note:

• Enter the new salary in the Salary column (Column F) and the new allowances in Columns H and J (if applicable).

• For the salary to take effect immediately after importing, enter the import date as the effective date. If the salary should take effect in the future, enter the future effective date.

• Before importing the file back into the system, remove any employees whose salary will NOT be adjusted (keeping their current salary unchanged). Only include employees with updated salaries.

Step 2: Import the edited file back into the system

Company > List of employees> Action > Enter employee > Salary information > Upload data

B. Edit directly in the system

If the number of employees to be created is not too large, the admin or authorized account can directly operate on the system through the following steps:

1. Edit Basic information / Salary information  

 Steps:
 Company > List of employees  > Icon of the employee that needs to be edited > Basic information/Salary information > Edit >   Edit information > Update.

Note: 

• CAN NOT edit Labor contract information, only delete and create new contract information.

• To create new contract information for some employees, the admin or authorized account can proceed as follows:

Company > List of employees > Icon of the employee that needs to be edited > Salary information > Edit > Labor contract > New > Enter the information > New.

• To delete labor contract information:

Company > List of employees > Icon of the employee that needs to be edited > Salary information > Edit > Labor contract > Icon > OK.

2. Edit Account information

 Steps:
 Company > List of employees > Icon of the employee that needs to be edited > Account information > Edit the information > Update