How can I process full and final settlement in bulk?

To process full and final settlement in bulk, perform the following actions:

1. Navigate to Employee > Admin > Excel Import. Excel Import page opens.
2. Click Import From Excel.
3. From the Importer Type dropdown list, select Final Settlement Details.
4. Under Step 1: Excel Importer, click Download a sample file.
5. Save the file on your computer. In the Final Settlement Details excel file on your computer, fill in the details. Save and close the excel importer file.
6. In the greytHR application, on the Excel Importer page, under Step 1: Excel Importer, click Upload File to upload the excel importer.
7. Click Next.
8. Under Step 2: Excel Importer Mapping, map the fields from excel to the application terms, if required. To map a field, select the corresponding field under the Mapped To column.
   Note: This step is mandatory if you have changed the format of the Final Settlement Details excel file.
9. Click Next. You are redirected to Step 3: Excel Importer Validate.
10. Under Step 3: Excel Importer Validate, click Next to upload the Final Settlement Details.
11. Click Ok to complete the process.

Note: After uploading the data, kindly process payroll for this employees and check on the same.

Related Links:

• Product Update - To read our product update, click here.
• Video:
  • To learn more about the full and final settlement, by watching our video, click here.
  • To learn more about greytHR, click here.