How can I update employee bank details in bulk for salary disbursement?

You can easily update employee bank details in bulk using the import feature in Keka.

Steps

1. Go to: Payroll → Payroll Admin

   

2. In the Operations tab, click Import Financial Information under Payroll Imports

   

3. On the Import Financial Details page:

   • Select the appropriate Pay Group (if applicable)

   • Click Download Excel Template

   

4. Open the template and:

   • Update bank details for only the employees you’re modifying

   • Delete all other rows

   • Save the file

5. Back in Keka, click Upload Excel File

   

6. In the Match Columns step:

   • Ensure fields from Excel map correctly to Keka fields

   • Click Continue to preview the data

7. If any errors are shown:

   • Go back to the Excel file

   • Correct the errors

   • Re-upload the file

8. Once everything looks good, click Complete to finalize the update

The updated bank details will now be reflected on the Keka portal.