Update employee ID numbers

Overview

Employee ID numbers are a means of creating a unique identifier for each employee. Most ERP or payroll systems will assign a number to each employee, and these can be used to protect confidential data. Updating employee ID numbers may be necessary in cases such as changes in the ERP or payroll system. The most efficient way to manage this update is through bulk import. This will change the employee ID in all years, including previous years.

Update employee ID numbers in bulk

1. Create a spreadsheet with two columns: employee_id and employee_id_new. 
2. In the employee_id column, enter the existing employee ID numbers. In the employee_id_new column, enter the new employee ID numbers.
3. From the entity's FBT calculation, in the navigation bar select Workpapers > Employees.
4. From the Employees workpaper, select Import.
5. Paste the data into the Import Benefits popup window.
6. Select Import.

If the import is successful, a message displays in a green banner stating the number of records that were imported. Select the Close button. It's recommended to check the imported data to ensure it is as expected.

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