**Note** The File Archive Module needs to be installed (SYSTEM/MODULES/FILE ARCHIVE MODULE) first inorder for everyone to see this option under Utilities depending on how the permissions are structured.  ADMIN/GM/USPS STANDARD users will, by default, be able to view all 3 types.  

File Import will be visible to everyone, but once on the view, if they don't have permission, they'll be shown a message stating that fact.  You can import files from Zip archive files for Pay Forms (Payment Notifications) and W2 Forms.
User will enter pay date for pay forms and year for w2s.

There are two options for importing:

• Import Single Zip File will only allow one zip file to be imported at a time
• Import Multiple Zip Files will allow multiple zip files to be imported at one time

The zip file for W2s might contain files named like "DistrictA_W2s_999917843_2017.pdf" 

The software needs to know either the SSN or Employee #.  In my example, 999917843 is the SSN.  The filename is separate by "_" characters, but it could be spaces, dashes, periods ,or some other character.  This is what the "Filename delimiter(s)" prompt is all about.  If they are using any of the default, most common delimiters, they wouldn't have to change this.

In the example, the SSN, once separated by its delimiters, is located in the 3rd "segment" out of 4, the district would choose 3 from the Filename segment for employee identifier prompt and then SSN from Employee identifier prompt. The Filename segment for control number is for Import Type, W2's and Filename segment for payment number if for Import Type, Payment Notifications.  After clicking Load or Refresh Import Preview, it will upload the selected Zip file and attempt to parse out the SSN from each file and match it with an Employee.  The results will show in the grid along with the number of the files that it was able to find an Employee for. 

Import Single Zip File

Will Import a Single Zip file only

...

Will allow Multiple Zip files to be imported at one time

Payment Notifications

Each section is highlighted in different colors so you can see what's related and where they came from.  The yellow highlighted Zip file above below would import 1 zip file (20180219.zip) with 30 files out of 30.

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Utilities/File Archive

To view the imported file, go to Utilities/File Archive

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Click on Image Removed next to the Name and the pdf version is viewable:

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File Archive

To View Imported datadetails of each file, click on the Preview box or click on Image Addedwill refresh the Zip File that is highlighted:

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Once all data is correct, click on Image Added to import pay slips to the File Archive.  Using the Import Zip File will import only one file at a time:

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To import Multiple Files at one time, use the Image Added.  This option will import all Zip Files listed:

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W2 Forms

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Drag and Drop the files to the box:

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To detail view the W2's, click on Preview and each W2 in that file will be shown below:

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The W2's for each year can be imported as a single Zip File or Imported by All Remaining Zip Files

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Utilities/File Archive

To view the imported files, go to Utilities/File Archive

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Payroll Archive Archive is past Payrolls for employees from Classic

Pay Form Archive Archive is past Pay Slips for employees from Classic

W2 Archive Archive is past W2's for employees from Classic

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Click on Image Added next to the Name and the pdf version is viewable:

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W2 Archive example:

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Click on 2017 Tax Year

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To Open or Save, click on  next to the employees name

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