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    User Guide For EDF Uploading

    Uploaded by

    zahidxrehman

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    User Guide For EDF Uploading

    Uploaded by

    zahidxrehman
    3 views5 pages

    Original Title

    User Guide for EDF Uploading

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

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    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    3 views5 pages

    User Guide For EDF Uploading

    Uploaded by

    zahidxrehman

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 5

    User Guide for EDF Uploading

     After completion and health check of Employee data file customer will upload it on
    CMS.
     Only those users who have EDF uploading and authorization rights will perform this
    activity. For this purpose, customer will provide details of users on user registration
    forms.

    Pin Code Generation


    Setup 1
    After successfully login, before uploading file pin code is require for submitting the file for authorization.
    For that click on ‘Customer Portal’ than click on ‘Generate Pin Code’.

    After clicking on that, window will appear as per below snapshot. From there select the validity of pin
    code as per your requirement and then click on generate.
    Pin will be delivered on user’s registered email address ONLY.

    NOTE:
    Users having EDF uploading and authorization rights will have to generate pin before proceeding for
    next steps.

    Branch Banking Accounts - File Uploading Process


    Setup 2
    Once pin code generated, click on ‘Payroll Module’ in customer portal than click on ‘EDF Uploading’
    After clicking on EDF uploading following screen will appear.

    Firstly, Select company name.

    For uploading EDF of branch banking accounts, select BRANCH BANKING as mentioned in Screen Shot.

    NOTE:
     EDF of branch banking accounts will upload branch wise.
     Make sure to select the branch and city according to the file data.
     Data will upload branch wise one by one.

    After inserting above details browse and select the file.

    After selection, insert pin and click on upload.


    Following message will appear Click Ok.

    Once file successfully uploaded, records status is visible under ‘Uploading Statistics’ where number of
    successfully uploaded and erroneous record can be seen.

    For viewing record status click on preview, where all the fields can be seen. You can also review the
    reason of erroneous record.

    If there is any error in the record, roll back the file by clicking ‘Roll Back’ correct the error than again
    upload the file.

    If all record successfully uploaded, insert pin code again than click ‘Submit’.

    NOTE:
    If any record in EDF is in error state don’t close the window with out rolling back the record
    If submit button is not clicked then file will not be uploaded

    After click on submit button following message will appear click OK.

    Now file is successfully uploaded. Please check with EDF authorizer for authorization of the file.
    Branchless Banking Accounts - File Uploading Process
    For branchless banking accounts, Separate EDF will be uploaded with records of only those employees
    which fall under that category.

    For uploading, after selecting company name select ‘Branchless Banking’.

    After that select the file, insert pin and click upload.

    Once the file successfully uploaded and there is no error in any record again insert pin and SUBMIT.

    After click on submit button following message will appear click OK.

    Now file is successfully uploaded. Please check with EDF authorizer for authorization of the file.

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