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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
- 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.
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Field Name | Spreadsheet Column | CSV Position | Description | Format | Max. Size |
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Record Indicator | A | 1 | Literal record indicator must contain "AA" to indicate Absence/Attendance | XXXX | 4 |
Employee ID | B | 2 | Employee Number | XXXXXXXXX | 9 |
Position Number | C | 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 | 2 |
Location Code | D | 4 | 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 | 6 |
Date | E | 5 | Transaction posting date | YYYYMMDD | 8 |
Transaction Type | F | 6 | Valid values are: AB = absence AT = attendance | XX | 2 |
Transaction Category | G | 7 | 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 | 2 |
Length/HoursLeng | H | 8 | Length of absence or attendance | (+/-)99999.999 | 10 |
Tracking Unit | I | 9 | Valid values for unit of attendance or absence: H = hourly D = daily | XX | 1 |
Unit amount | J | 10 | Optional: 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 | 9 |
Appointment type | K | 11 | Optional: Valid values for appointment type: Space = not defined 1 = Certified 2 = Classified | XX | 1 |
Sub for ID | L | 12 | 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 | 9 |
Sub category | M | 13 | 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 | 9 |
Budget account or XREF code | N | 14 | Optional: Budget account to charge during payroll. An XREF code may be used rather than the full budget account code. | Alphanumeric | 28 |
Budget code: | |||||
Fund | XXX | ||||
Function | XXXX | ||||
Object | XXX | ||||
Special Cost Center | XXXX | ||||
Subject | XXXXXX | ||||
Operational Unit | XXX | ||||
Instructional Level | XX | ||||
Job Assignment | XXX | ||||
XREF code | XXXXXX | ||||
Calculate gross | O | 15 | 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 | 1 |
Retire hours | P | 16 | 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
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 | 8 |
Pay Type | Q | 17 | 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 | 3 |
Tax Option | R | 18 | 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 | 1 |
Retirement option | S | 19 | Optional: Y, N or space | X | 1 |
Pay Amount Description | T | 20 | 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 | U | 21 | Optional: Y, N or space Y or Space = Yes N = No | X | 1 |
Board Distribution Flag | V | 22 | Optional: Y, N or space Y or Space = Yes N = NO | X | 1 |
Leave Projection Flag | W | 23 | Optional: Y, N or space Y or Space = Yes N = No | X | 1 |
Effective Date | X | 24 | 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 | 8 |
Label | Y | 25 | Required 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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