The StaffScheduleCare system has both an Import and Export feature. In both cases Support must submit a request to Programming to create the export.

 

To import employee data, use the Employee Import found under Payroll Tools.

 

The Export feature is for all data within the StaffScheduleCare database.

 

 

Create an employee punch export file

 

To access Export:

 

▪Select the Payroll Tools menu.

▪Select Export.

 

 

The following Export screen will appear:

 

 

 

The export routine has two options for exporting the punch file:
 

1.Via an FTP Account

2.Via a Proxy Server

 

Once you have determined which method you will use, complete the appropriate section.

In this example we have used an FTP Account and completed the appropriate fields: Server, Port, User Name and Password.

 

 

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

 

 

Configure the Options for the export, which include:

 

▪The Export ID.

▪The Export File Name (user definable). We have entered ExportFile.csv.

▪Tick Copy Export File to FTP.

▪Tick Email Export File (optional).

 

 

 

 

Report Options

 

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

 

▪Click on the Options icon.

 

 

▪Populate the options you would like for the report.

 

 

 

▪Preview As - is defaulted to Special for this custom export.

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

▪Email Address - tick and enter in the email of the person to receive it.

▪Email Subject - enter in what you would the subject line to read. e.g., Punch Export File.

▪Report Title - enter in the title for the report.

▪Give a report a user definable Report Title, i.e., Employee Punches.

▪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:

 

 

▪Add a Description, i.e., Employee Punches.

▪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.

▪If flagged As Shared, it means that anyone with access to this process can use these saved settings.

 

 

 

 

 

Processing the Export

 

▪Launch the Export menu.

▪Select your saved file.

▪Select the date(s) for processing.

 

▪Click the Process icon

 

 

▪Click Yes to the Continue with Operation message.

 

 

▪The file will export to the FTP site.

 

▪Choose Open or Save as follows:

 

 

 

 

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