Bill group change flow – Ifhrms

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Step 1: Verify Employee Details

Before making any changes to an employee’s bill group, it’s important to first verify that the correct Head of Account (HoA) and post information are updated in the employee’s list view details.

  • Action: Navigate to the Employee List View and check if the HoA and post are accurate. This verification step ensures that the correct financial and organizational details are associated with the employee.

Step 2: Change the Bill Group

There are two primary methods to change an employee’s bill group. Both methods are outlined below:

Method 1: Using the Employee Search Function
  1. Navigate to Finance Module:
    Go to Finance → Payroll.
  2. Search for the Employee:
    Use the search functionality to find the specific employee whose bill group needs to be updated.
  3. Add/Update Bill Group:
    • Select the Add/Update Bill Group option.
    • Choose the correct bill group from the available options.
    • Enter the effective date for this change.
  4. Submit the Changes:
    After ensuring all the details are correct, click on Submit to finalize the changes.
  5. Monitor Status:
    Post submission, monitor the status to confirm that the changes have been processed successfully.
Method 2: Using WebADI
  1. Navigate to Finance Module:
    Go to Finance → Payroll → Add Bill Group WebADI.
  2. Call WebADI:
    Initiate WebADI, a tool used for bulk uploads in Oracle applications.
  3. Select Name and HOD Bill Group:
    • In WebADI, select the employee’s name and the corresponding Head of Department (HOD) bill group.
  4. Upload via Oracle:
    Click on the Oracle option and proceed with the upload. This action updates the bill group in bulk for selected employees.

Conclusion

The Bill Group Change flow is a vital part of payroll management that ensures employees are categorized correctly for payroll processing. By following the steps outlined above, either through individual employee updates or bulk uploads using WebADI, organizations can maintain accurate payroll records, which contributes to efficient financial management.

Ensuring these updates are monitored and verified helps in avoiding any payroll discrepancies, making this process a key task in the finance department’s responsibilities.

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