Mark Separation in Bulk Upload

Mark Separation in Bulk Upload

In an event a large number of your employees have left the organization, and you wish to update their separation/termination data in the system, utilize our Bulk Upload functionality to complete the task efficiently. Alternatively, you can process each separation individually. 
 

1. Sign in to your Qapita account 

2. Click Settings on the left menu and select Bulk Upload 

3. Select Mark Separation  

4. Select all the options or you may unselect Personal Email ID 

5. Scroll down and always Click Download Template with Data 

Note: This is a protected file. Always unprotect the excel file downloaded to make changes.

1. Click on Action dropdown and select “Unchanged/Update/Revert”

1. Unchanged: When no changes are required for the existing stakeholder 
2. Update – When you must change the separation details for the selected stakeholder
3. Revert – To reverse the termination for the stakeholder  

• Stakeholder ID – Please do not make any changes to the Stakeholder ID as it is auto generated 
• Status – Mark it as “Inactive” 
• Employee ID – Do not make any changes.  
• Legal Name – Do not make any changes.  
• Date of Separation – Enter the date of Separation for the selected Stakeholder in the format (yyyy-mm-dd) 
• Reason for Separation – Choose appropriate reason from the dropdown 

• Voluntary Termination: When an employee voluntarily leaves the job (e.g. resignation) 
• Involuntary Termination: When an employee is terminated from their job (e.g. redundancy).  
• Termination with Cause: When an employee is terminated due to misconduct. 
• Death: When an employee passes away while in service. 
• Disability: When an employee is disabled due to an injury. 
• Retirement: When an employee retires. 

6. Save the File 

7. On the Bulk Upload page of your Qapita Account, please click on Upload File at the bottom right of the page 

8. Click on Choose File and upload the saved file for Mark Separation 

• When the file is uploaded you can see the green dot against the file. 
• If there are any errors on the Spreadsheet, you can see the number of errors on the sheet under Errors and click on Download Error Spreadsheet to make the changes and upload it back.  

9. Click Next 

10. Upload Support Documents if any, please mention the file name of the supporting document(s). You can view these documents uploaded in the transactions against the respective stakeholder.  

11. Click on Save 

12. Review all the details and click on Close.