Import Options

Use the Import Options to maintain certain information and controls used by the Payroll Import Hours routine.  This information is used to determine how employee hours information is imported to Payroll and how employee paycheck information is generated.  Information maintained includes the file type, the file name, and the definition file name.

Notes:  

Directions:

To display the Import Options screen:

1.  Click Payroll from the Menu.

2. Click Miscellaneous File Maintenance.

3.  Click Import Hours.

4.  Click Import Options.
 

 

Import Options Window Example:

 

Import Options Prompts

 

Option ID

To create a new or to view an existing source ID, enter the unique ID and click Retrieve , or press [ENTER]. (up to 20 characters)

Required

Notes:

  • To look for or view all of the existing import options, click Search .  From the Search list you can select the record to change or delete.  Keyboard shortcut:  [ALT + r]

  • If you are building a new import option, New New Record displays near the Option ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

To update the new or changed information, click Save or press [ENTER].

Keyboard shortcut:  [ALT + s]

CAUTION

To avoid losing data, you must save new or changed records.

Description

Enter the name or description that will identify the payroll import options.

Source

The information in this section controls where the import data is coming from.

File Type

To select a file type, click a choice in the drop-down list.

File Types:

  • Comma Only, No Delimiter, Pipe, Quote Comma, Tab

File Name

Enter the path and the Payroll Import file name.  (up to 80 characters)

Or, to search for a file name and path on your system, click Browse .

Screen Example:  c:\Users\drh\Desktop\Frontline Report

Category

NDS will set the category ID, which categorizes the payroll import file.

Definition File

NDS will set the definition file name for the payroll import file.  The definition file name determines the format of the import file.

Header

Trailer

If the import file contains header information that should not be included with the data to be imported, check the Header box.

If the import file contains trailer information that should not be included with the data to be imported, check the Trailer box.

Destination

The information in this section determines how the data updates Payroll and where in Payroll the data is imported to.

Import To

To specify the destination of the imported information, select a destination.

Choices are:

  • Checks - Import paychecks to the Payroll Paycheck file

  • Department Pay - Import paychecks to the Payroll Department Pay file

  • Permanent Pay - Import paychecks to the Payroll Permanent Pay file

File Update

To indicate how the incoming payroll hour import information should be handled when updating Payroll, select a choice:

  • Merge into existing check/Add new - During the import if there is an existing check for the employee, then merge the import hours information with the existing check.  If there is no employee check, then add a paycheck.

  • Replace all existing checks - When importing, replace all existing checks with paychecks created from the import hours.

  • Replace existing check/Add new - During the import if there is an existing check for the employee. replace it with the paycheck created from the import hours.  If there's no employee check, then add the paycheck from the import hours.

  • Skip if existing check/Add new - During the import if there is an existing check for the employee, skip adding the paycheck from the import hours.  If there's no employee check, then add a paycheck based on the import hours.

Run Code

Choose the run codes for the import.  Or, select all run codes.

Recalculate Pay/Deductions

Generally this option should always be checked so that employee pay, taxes and deductions are always calculated when paychecks are generated.