In our example we will be importing employee data.

The option screen for both types (employee and payroll) are the same, but function differently in the software.

To access Import:

▪Select the Payroll Tools menu.

▪Select Employee Import.

The following Import screen will appear:

Import File Options

Support must submit a request to programming to prepare the import setup in the software.

Programming creates the import process and will provide the Rep with the required specifics. A software update will be required.

Programming will provide Support with:

▪Import ID identifier

▪Required Columns - data

The file can only be either TXT or CSV.

▪In the Import ID identify field enter the process name provided by programming.

In this example we are going to import a client's FTE values.

In the Import ID field, we will use FTE provided by programming.

▪Enter the file name in the Import file name field.

▪Enter a name in the Rejected file name field. The system default name can be used.

▪Enter a Log file name in the Log file name field. The system default name can be used.

The Reject and Log files will be saved to the same location as the Import File saved in.

▪If the file has a header row the Ignore First Line must be ticked on.

Processing

▪To import the file tick on the Process Local File.

▪Click on the Upload icon.

▪The system will open a window to your computer.

▪ Navigate to and click on the file to be uploaded.

the Uploaded Successfully message will display when completed.

▪Click on the Process icon to import the data to the employees' profile.

▪Click Yes to continue.

Sample report when completed.

Emailing options

If the If failed notify by email option is ticked and the email information is NOT populated, the system will not complete the upload.

However, you will still get the Upload Successfully message. Make sure to Save after entering the email information.

▪Select the Options Icon.

Navigate to the General tab.

▪If you are emailing the file, you can choose the 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 a definition, e.g., Employee Data Import.

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

▪Enter a Report Title, i.e., (Client name) Employee Data Import.

▪Click Apply to add these features to the export routine.

The email will arrive to the recipient with the subject as configured.

Saving the Report

To save the setup click on the Save icon found on the toolbar.

Or, if you make any changes to previously defined settings that you want to be permanent or save a new setting.

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FTP or Proxy Options

The reject file can be copied to outside locations.

▪Tick on the Copy Rejected file to FTP option.

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

Custom Settings

This section is used only if programming provides additional setting to be entered.

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