CPMT Interface

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CPMT Interface

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This option was designed to create a CSV file that contains hours and Resident Day counts as defined in the software. A Resident Day refers to the number of beds filled over a defined period.


Select the Payroll Tools menu.

Select CPMT Interface


HTML5 - Navigate to Payroll Tools CPMT Interface


The following menu will appear:


CPMTH - main screen




Interface Setup


1.The FTP section will contain the server information indicating the report export location.


CPMT - FTP Account


Enter the Server name, the Port, and the FTP User Name and Password.


The Remote File Mask is optional. In the Remote File mask, you can specify File Mask to select/deselect files (or file types) and directories for the transfer. The option also selects files for synchronization and Keep remote directory up to date function.


2.The date section allows you to select a defined period (Current Day, Current Month etc.) by clicking on the desired radio button, or a specific User Defined period by entering the Start Date and End Date.


CPMT - FTP Account


3.The Custom Settings section, will contain the combinations of the DeptClassIndicators for each of the four categories being tracked i.e. 1,1a,2, 2a. Please note that while only 1,2 are visible in the screen capture below, 1a and 2a would be visible as you scroll down in this setup.




The setup 10,300,1,2 indicates that any hours in department 10, class 300, will be included in the reporting for categories 1 and 2 of the export.


The [General] section of the Custom Settings will be used to identify which labour classes will contribute 40% of their total hours to categories 1a and 2a.  In our example above, they are Classes 140 and 305 and are represented as Proc40=140,305.







Note: If a percent distribution is not used, this section remains blank.


4.The Options section is where you would input the Company ID which will then become part of the export file's header record (10053 in our example below):


CPMTH - Options


Report Options


Next, we define the additional Options of the export report:


CPMTH - Options on toolbar


CPMTH - Report Options General Tab


Preview As must be set to Special for this custom export.

If you are emailing the export file you can choose your Send Email As format, i.e., PDF.

Tick Email Address and enter in the email of the person to receive it

Give the Email Subject e.g., cPMT

Choose your Date Format, i.e., MM/DD/YYYY

Give a report a user definable Report Title, i.e., cPMT Report

Choose your hours format, i.e., Show Hours in Minutes = 8:30. If not ticked, it would be 8.50.

Click Apply to add these features to the export routine.


Saving the Report


Finally, we need to save our choices by clicking on the Save icon as follows:


CMPTH - save settings


The following menu will appear:


CPMTH - Save Report window


Give the process a Description, i.e., cPMT Export. Note: The saved process could be used with the Task Scheduler.

We flagged this process As Default process, which means if there was more than one process saved these configurations will always appear on screen when we enter the export menu.

We also flagged the process As Shared which means that anyone with access to this process can use these saved settings.


Processing the Export


Select the month (or other time frame) for processing.

Click the Process icon as follows:


CPMTH - Process icon


Click Yes to the Continue with Operation message.


HTML - Contiue with operation popup


The file will export to the FTP site.

Choose Open or Save as follows:




Export File Contents


The header record, which includes the company code (10027), and the year and month the report was run for, 201505. The remaining header information is hard coded to specification.




The four lines of the file represent the four categories being reported, 1, 1a, 2, 2a. The information that follows each category are the hours and Resident Days. For example:

1, 11886.65, 390 is: category 1.

11886.65 accumulated worked hours (only) in all classes designated as category 1.

390 are the accumulated Resident Days.

Note: Per specification, the Resident Days for categories 1 and 2 and 1a & 2a will always match, i.e., 1 and 2 = 390 for this month's run, and 1a and 2a are 150 for this month's run.




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