How to Bulk Assign Expense Policy to the Employees?

To bulk assign expense policies to your employees, Go to Org (1) from the left navigation pane. Ensure you're on the Dashboard (2) tab. Make sure you're on the Summary Tab (3). In the Quick Links section of the page, click on Import Employee Job Details (3).

On the Import Employee Job Details window that opens, click on Download Excel Template to get an Excel file that you can edit. In the Download Excel Template window, you can choose if you want to get the details of all employees in the organization in the file or just a selection of employees. Choose the All Employees option if you want to download the details of all employees. If you just want a cross-section, select the Only Group of Employees option.

If you select Only Group of Employees, you will be shown a set of filters that you can use to filter the list of employees down to the selected group you want. Make the selections here as you wish. Click Download once you're done. 

This will download the Excel template with the list of employees as per your selections.

In this Excel file, find the employees for whom you want to assign expense policies. Keep the rows for these employees and delete the rest of the rows to reduce the errors when you upload the file. 

In the Expense Policy column corresponding to these employees, select the expense policy that you want to assign. The expense policies that you've currently configured in the system will be available in the drop-down list in the Excel file. Select the appropriate policy as per your need for each employee. 

After you've made the appropriate selections, save the file. Back on the Import Employee Job Details screen, click on Upload Excel File and select and upload the file you have prepared. 

This will take you to the Match Columns section of the page where you can map the columns in the file to fields on Keka. Ensure that the mapping is correct and click on Continue to move to the next section. In the Preview Data section of the page, you can see if there are any errors on the Excel file you're uploading. Missing or incorrect data in mandatory fields and such issues are common here. Click on Back to go to the Upload Template section to re-upload the file. 

When all the errors are fixed, click Complete. 

Click Confirm in the confirmation screen to finish uploading the file and assigning expense policies. The expense policies will now be assigned to the employees. 

To understand more about importing data through an excel file click on this link : Importing Employee data using Excel files on the Keka HR portal

That's how you assign expense polices to employees in bulk. Still have questions? Talk to our product experts today!