Add, Edit, Active or Deactive - Employee/Deductee Master

ExpressTDS || Employee/Deductee Master Management: Add, Edit, Active or Deactive


This guide provides step-by-step instructions for managing the Employee/Deductee Master in ExpressTDS, including how to add, edit, activate, or inactivate records.

Adding an Employee/Deductee Master in ExpressTDS

Step 1: Log In and Navigate to Deductor Master
  1. Visit ExpressTDS website and log in using your credentials.
  2. Navigate to the Deductor Master page and select the relevant company or deductor from the list.
      

Step 2: Access Deductee Details
  1. On the dashboard, locate the Total Deductee table.
  2. Click on the View All option to access the deductee details.
     

Step 3: Add Deductee Manually
  1. Click on the Add icon next to the Deductee Name / Name as per PAN field.
     
  1. Enter the required Employee/Deductee details in the provided fields.
     
  1. Click Save to store the information.
Step 4: Add Deductee in Bulk
  1. Click on the Import option on the right side of the screen.
     
  1. Select Download Excel Template to download the template.
     

Step 5: Fill the Excel Template
  1. Open the downloaded Excel file and fill in the required Employee/Deductee details (e.g., PAN, Name, etc.).
     

Step 6: Upload the Completed Excel Template
  1. Return to the software and click Import again.
  2. Select and upload the filled Excel template from your device.
     
  1. Click Submit to complete the import process.

Editing an Employee/Deductee Master in ExpressTDS

  1. Locate the desired record in the Employee/Deductee Master list.
  2. Click the Edit icon for the specific Employee/Deductee.
     
  1. Make the necessary changes in the editable fields.
     
  1. Click Save to update the information.

Deactivating an Employee/Deductee Master in ExpressTDS

  1. Locate the Employee/Deductee you wish to inactivate.
  2. Click the Edit icon for the record.
     
  1. Switch to the Deactivate option.
      
  1. Click Save to inactivate the record.

Activating an Employee/Deductee Master in ExpressTDS

  1. Locate the inactivated Employee/Deductee.
  2. Switch to the Activate option.
     
  1. Click Save to reactivate the record.

By following these steps, you can efficiently manage Employee/Deductee Master records in ExpressTDS, whether adding, editing, activating or inactivating records. This ensures your data is accurate and up to date.

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