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The import file supplied by the third-party software must conform to a specific format. It must be a comma delimited or a comma separated values (CSV) file. There are certain fields that are required and the data must be in a certain format/order.

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Info

Attendances and Absences can be imported with double quotes around all the fields.

Attendances and Absences can be imported with no quotes (including double quotes only when a comma is embedded in the description field). Example: "5/8/22, 5/10,22"


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  • Attendance Import File- can import file supplied by a third-party software.    Must be a comma delimited or a comma separated values (CSV).
  • Location Code - prompt is used to determine the job number to post the transaction to if a job number is not supplied. The location code may contain either a Building IRN or Building/Department code (from Position). If you are using the location code field, enter one of the following codes: 
    •  Building IRN
    •  Building/Department Code
    •  None
  • Post to Payroll Processing Options offers the following options:
    •  Post to Payroll Processing Future
    •  Post to Payroll Processing Current
    •  None - No Payroll Processing Current/Future posting will take place. The "Calc gross" parameter from the CSV file is ignored as well
  • Combine Attendance Entries
    • Check if AT entries charged to CURRENT/FUTURE will be combined for an employee. In order to combine entries in CURRENT/FUTURE, the EMPID, job number, pay type, unit, unit amount, tax option, retirement flag, expenditure account, leave projection flag, and the Employer Distribution flag must match
    • Leave unchecked if AT entries will not be combined when posted to CURRENT/FUTURE 

  • Allow Negative Leave Balance prompt offers the following options: 

    • Check if AB entries for Sick, Vacation and Personal Leave will be allowed to go negative.  It will appear as a WARNING on the report.

    • Leave uncheck if AB entries for Sick, Vacation and Personal Leave will NOT go negative. It will appear as a FATAL Error on the report

      • **NOTE** Even if the Rule is set to False, still need to check this option to allow negative balances.
  • Payroll Account to Charge prompt offers the following options:
    • Defined Payroll Account for Position -Pay account defined in Payroll Account for the job will be use 
    • Sub for SSN -the regular employee's pay account(s) will be charged. 
      • If the pay account to charge prompt is set to 'Sub for SSN', the attend option will allow for specific object codes to be entered when charging substitutes pay. Enter the appropriate object code in the Certified object, and/or Classified object, fields. The object codes are only available when the sub for SSN option is used. 
        • Enter Certified Object
        • Enter Classified Object

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Field NameSpreadsheet ColumnCSV Position  DescriptionFormatMax. Size 
Record IndicatorA1Literal record indicator must contain "AA" to indicate Absence/AttendanceXXXX
Employee IDB2Employee NumberXXXXXXXXX
Position NumberC

3

Required: Compensation number. Either the job number or a location code must be provided to permit posting into CURRENT or FUTURE. This job number would be matched directly to the COMPENSATION record for the employee.

99

Location Code

D4

Optional: Buidling IRN or Building/Department code. If a job number is not provided, the location code may be used to determine which job the record is to be posted to.

XXXXXX
Date

E

5Transaction posting dateYYYYMMDD
Transaction TypeF6

Valid values are: AB = absence AT = attendance

XX
Transaction CategoryG7

Valid values for type AT: AT = Attendance SB = Substituting Valid values for type AB: CA = calamity DO = dock HO = holiday JD = jury duty MI = military OT = other PL = personal leave PR = professional leave SI = sick UN = unknown VA = vacation

XX
Length/HoursLengH8

Length of absence or attendance

(+/-)99999.999

10 
Tracking UnitI9Valid values for unit of attendance or absence: H = hourly D = dailyXX
Unit amountJ10Optional: If supplied, this rate will be used for paying the job.  If not supplied, the job will be paid using the unit amount from the Compensation record same location code.

(+/-)9999.999

Appointment type

K11

Optional: Valid values for appointment type: Space = not defined 1 = Certified 2 = Classified

XX
Sub for IDL12

Optional: Employee ID Number for absent employee. ID of employee whose position the sub is filling in for. May be used to determine pay account charging.

XXXXXXXXX

Sub category

M13

Optional: User defined. May be used to further define the transaction category. Multiple entries can be entered in the description field by comma's - Example: test, description. Import will allow quotes or no quotes to be used around fields-Example: "5/8/22, 5/10,22"

XX

Budget account or XREF code

N14

Optional: Budget account to charge during payroll. An XREF code may be used rather than the full budget account code.

Alphanumeric28 


Budget code:






FundXXX



FunctionXXXX



ObjectXXX



Special Cost CenterXXXX



SubjectXXXXXX 



Operational UnitXXX 



Instructional LevelXX 



Job Assignment XXX 



 XREF codeXXXXXX 

Calculate gross15 Optional: Valid values for gross flag are: Y = yes N = no space = user defined at run time The user will be asked at run time, "Post to Current, Future, or None?" If none, this flag is ignored and no transactions will be posted to Payroll Payments - Current or Future. If the user answers Current or Future, the space and "Y" will provide the same result. The transaction will be posted to Payroll Payments - Current or Future. If "N", the transaction will not be posted to Payroll Payments - Current or Future. X
Retire hours16 

Optional: Retirement hours will be imported to CURRENT or FUTURE, depending on what the user chooses. If retirement hours are not specified for a REG or OT pay type, the COMPENSATION Hours In Day fields (if populated) will be used to automatically calculate a value.

Info

  • If 0 is entered - will result in 0 in retire hours of future pay and hours worked of current pay
  • If no value is entered - will pull retire hours from retire hours on the assigned compensation (assigned from compensation label in import file).  If no retire hours are on compensation, then the hours in day will be used.  (with exception of the pay types listed in the NOTE below)
  • If negative value is entered - will pull retire hours from retire hours on the assigned compensation (assigned from compensation label in import file).  If no retire hours are on compensation, then the hours in day will be used. 
  • If positive value is entered - value will show in retire hours of future and hours worked of current

NOTE:  If you provide no value for retire hours and the pay type is Miscellaneous, Dock, Shift Premium, Irregular, Retro, or Termination, then the retire hours will be set to 0 in future and current, and not defaulted to the values from the compensation. 

 (+/-)999.999
Pay Type17 

Optional: 

REG (cannot be used if employee is in advance)

MIS

OT

DCK

SHP

IRR (cannot be used if employee is in advance)

BCK

TRM

POF

NC1

NC2

NC3

XXX 
Tax Option18 Optional: 1, 2, 3 or space

If left blank in csv file:

•  If POSITION Supplemental Type = SUP1, then 1 is automatically assigned (Apply Annuities to Regular)

•  If POSITION Supplemental Type = SUP3, then 3 is automatically assigned (Apply Annuities to Supplemental)

•  If POSITION Supplemental Type not SUP1 or SUP3, then 2 is automatically assigned (None)

If not specified, it defaults to none.

 X
Retirement option19 

Optional: Y, N or space
Y or Space = Yes
N = No

Pay Amount Description20 

Optional 

Multiple entries can be entered in the description field by comma's - Example: test, description. Import will allow quotes or no quotes to be used around fields-Example: "5/8/22, 5/10,22"

Alphanumeric 25 
Attendance posting Flag 21 Optional: Y, N or space

Y or Space = Yes

N = No

 X
Board Distribution Flag22 Optional: Y, N or space

Y or Space = Yes

N = NO

Leave Projection Flag23 Optional: Y, N or space

Y or Space = Yes

N = No

Effective Date24 Optional: The effective date only applies to FUTURE entries. This date must be a vaild date in the format of YYYYMMDD and should be in the future. CURRENT entries will always contain zeroes since it is for the current payroll.YYYYMMDD 
LabelY25Required for Posting a Payroll Payment: Must match the label field on the compensation you want the payroll payment to be posted for.  If the Label field is not added and employee has more than one compensation for that position, it will not know what compensation to choose. This field is optional if you are only posting attendance.  The Transaction date has to be within the Contract Start and Stop date of the compensation being used. Alphanumeric 

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