In this article you will learn how to:
Overwrite Payroll IDs in Employee profiles
Overwriting Payroll IDs in Employee profiles
1. Go to Settings >> Payroll >> Payroll IDs
2. Click 'Yes' to the setting 'Do you want the ability to overwrite Payroll IDs for individual employees in their employee profiles?'
3. Go to 'Employees'
4. Go the the employee profile you wish to edit the payroll IDs.
5. Click on the Payroll Tab.
6. At the top of the page, click where it says "Update payroll IDs"
7. A pop-up will appear which will present all the Payroll ID's you can overwrite for this individual employee
8. Enter in the Payroll IDs you wish to apply, then click out of the box. The new IDs will be saved.
When you export your timecards now, these ID's will populate in for this employee. The list of exports this is applicable for are:
CSV Hours by Pay Rate
Sage 50
ADP
Quantum
Overwriting Payroll IDs in Bulk
You can also update multiple employees at once using the bulk update option in Settings. You will need Admin access in order to do this.
Click in the top right corner on your name/email address
In the dropdown select "Settings"
On the left side of the screen click on 'Employees'
Click on 'Update Employee Profiles'
6. You can now select the dropdown 'Choose a field to update:'
7. Choose one of the Payroll IDs that you wish to update, and a blue button called 'Download Active Employee List' will appear on the right-hand side of the screen
8. Click on this blue button 'Download Active Employee List'
9. A CSV file will download
10. Open the CSV file
11. All of your active employees will be on this CSV file and the column to be updated will represent the field that you selected to update
12. You can now update the information for the employees who require an information update
13. It is important that 'Column A' is not edited. This contains a unique Bizimply ID for each employee - it is not the employee number. It allows us to identify this person within the Bizimply system
14. It is okay if you leave a field blank for some employees - the information will not be overwritten with a blank entry and will remain as it currently appears in the system
15. Don't use N/A or '-' for anyone whose information won't be updated - leave that blank
16. Once you have updated the information in the file, save it as a CSV file to your device,
17. Click 'Choose File' and choose that CSV file that you have just saved as the file you're using.
18. Click the blue 'Import' button
19. The updated information will now be in your account. If there are any errors, they will display on the screen. Update the file to correct the errors and import it again




