Employee Reconciliation
The Employee Reconciliation process ensures that the employee designations in the system match those in your uploaded Excel file (usually from payroll, HR, or site data). It’s used to correct or update discrepancies in job titles or PLRD (Police Licensing & Regulatory Department) designations.
Steps to Perform Reconciliation:
- Select the Reconciliation Date
- Choose the date when the reconciliation is being performed (for record-keeping purposes).
- Upload the Reconciliation File
- Upload an Excel file (.XLSX format only) that contains the latest employee designation data.
After Uploading the File
A table will appear with the following columns:
| Employee Name | System Designation | Excel Designation | System PLRD Designation | Excel PLRD Designation | Status | Action |
|---|
- System Designation: Current designation in the system
- Excel Designation: Designation from the uploaded file
- System PLRD Designation: Current PLRD job title in system
- Excel PLRD Designation: PLRD title in the Excel file
- Status: Shows if there is a match or mismatch
- Action: Where you manage the reconciliation
Reconciliation Process
- Check each row for mismatches between the system and Excel data.
- Under the Action column, click the “Reconcile” button for the relevant employee.
- Once clicked:
- The system designations will be updated to match the Excel data automatically.
Important Notes
- Always double-check before clicking “Reconcile” to avoid incorrect updates.
- Only use .xlsx format — other file types won’t be accepted.
- Reconciliation helps maintain accurate and compliant records, especially for regulatory bodies like PLRD.