Access: Employee file > Tools > Mass update > Banks
1Under Filters, if you have more than one company, select a Company number, then select search filters.
Tips and tricks For companies operating in the construction sector and offering non-CCQ employment, it may be useful to check the CCQ employee filter to target this group of employees. Working conditions may differ. |
2If needed, use the Criteria section to obtain a more precise employee list.
▪Select the Field to modify from the Selection drop-down list.
▪If you select “Earnings/Deductions (Qty/%/Amt/Rt)”, you must select an earning or deduction code from the Earnings and deductions drop-down list as well as its Status.
▪Identify the Operator, and then enter a Value.
3Specify the Employees sort order under Sort.
4Under Bank to Add or Modify, select the desired bank in Selection.
5Enter the Base year.
6Fill in the fields as needed. Select an operator for each criteria:
▪"(+) Addition", to immediately enter the number of hours or the amount to add for all the selected employees. By default, the Hours or Amount fields are blank. If left blank, the values in file will not change;
▪"(=) Assignment", to immediately enter the new number of hours or the new amount to assign to all the selected employees. By default, the Hours or Amount fields are blank. If left blank, the values in file Banks (Employee file > Absence banks and leaves > Per employee) will not change. To reset a field, you have to enter "0.00".
▪"Mass entry", to manually enter the values on the next screen.
7Under Modification history, select the Modification reason.
▪The modification reason will be available in the history section of the Modifications to the employee file.
8Click on the one of the following three buttons:
▪Modify by page: To display the selected employee group modification list.
▪Batch simulation: To verify the data and the selected employee list before massively modifying the information. A report is generated including rejections and the associated error messages, where applicable.
▪Batch save: To directly carry out a mass modification to the employee files. A report is generated making it possible to view the rejections and the associated error messages, where applicable.
Modify by page:
| 9a | In the List of modifications, you can exclude employees from the mass modification by unchecking the box in front of each employee in question. |
| 9b | Ensure that the requested modifications are correct. Where necessary, modify the data in the modifiable fields and click on Save to save the changes and continue with the process. |
Things to remember ▪Click on the Selection criteria hyperlink to see the selection criteria defined at the previous step. ▪Check or uncheck the header box to select all employees. This may be useful when there are several pages and an entire page must be removed. ▪If you have selected the "(=) Assignment" or "Mass entry" operator in the Bank to Add or Modify section of the previous screen, but have not entered any number of hours or amount, the value in the employee’s file is displayed. ▪If there is an error, the |
Batch simulation:
| 10a | Click on Batch simulation. |
10b On the Mass modification results screen, select the “Simulation” report type by clicking on the Banks hyperlink.
| 10c | If you are satisfied with the result, click on  . In the displayed window, click on Recover these criteria for a new mass update to carry out a batch save. |
Batch save:
| 11a | Click on Batch save to do an employee mass modification. |
11b In the confirmation window, click on OK.
| 11c | On the Mass modification results screen, select the “Execution” report type by clicking on the Banks hyperlink. |
For more information