Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Panel

Table of Contents


**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

...

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

Enter in the segment information:

Image Added

333333_2017_W2_FORMS/EMP0001 2017 701.pdf

Image Added

To view the details of each file, click on the Preview box or click on will refresh the Zip File that is highlighted:

...

W2 Archive example:

Click on 2017 2016 Tax Year

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

Image RemovedImage Added