How can I process bulk termination (two or more employees) at once?

If you’re looking to terminate multiple employees simultaneously, you have two methods to achieve this: importing data or manually adding employees to the final settlement payroll.

Method 1: Importing Data for Bulk Termination

Note: You can process bulk termination of employees by importing data in the correct format.

Go to Employees.
Click the More icon on the top right corner and select Import Data.
Choose Employee Exit Details as the type of import.
Download a sample .csv or .xls file to understand the correct format.
Ensure your bulk termination file aligns with the correct format.
Click Next.
Ensure that Zoho Payroll Fields are correctly mapped with Import File Fields.
Click Import.

After importing the file, review the details in the bulk and final settlement payroll and proceed with processing it.

Method 2: Manually Adding Employees to Bulk Final Settlement Payroll

Go to Employees in the left sidebar.
Select the employee you wish to terminate.
Click the More icon and select Initiate Exit process.
Enter the exit details and select pay as per pay schedule as the option for when you want to settle the final pay.
A final settlement payroll will be created.

Note: Do not process the final settlement payroll until you’ve added all other employees to it for bulk termination.

To add other employees to the final settlement payroll:

Initiate the exit process for each additional employee.
Select pay as per pay schedule as the option.

Once done, these employees will be included in the final settlement payroll, which now becomes a bulk final settlement payroll.

With these steps, you can efficiently handle bulk termination and streamline the final payroll process for multiple employees.