File Import
**Note** The File Archive Module needs to be installed (SYSTEM/MODULES/FILE ARCHIVE MODULE) first in order 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 and Classic Payroll CD files.
User will enter pay date for pay forms and year for w2s.
There are two options for Pay Slips and W2 Forms for importing and one for Classic Payroll Cd files:
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
Import Classic Payroll CD Archives will allow uploading Payroll Cd files
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 for an Employee.
You may have these in a Reflection directory that can be transferred from or they may already be stored on a shared drive in ZIP folders. Once you have located or saved these to ZIP folders that you can access in your computer's files, you would use the File Import option to pull the W2s and/or Payment Notifications into USPS-R. You have an option to Import Multiple Zip Files at one time which makes it easy to pull in multiple years at once if needed
Import Single Zip File
Will Import a Single Zip file only
Field Definitions
Zip Archive File - Choose a file to Import
Select the Import Type from the drop down:
W2 Forms
Payment Notifications(Pay slips)
Pay Date - Any date can be entered for the import. If importing past payrolls, you can use the Pay Date to reference or if importing W2's for 2017, you can use a 12/30/2017 date or 01/01/2018 date:
Import Type
W2 Forms
Select tax year
Import Type
Payment Notifications
Enter Pay Date
The Filename delimiter(s) is used to "break apart" the parts of the filename - .
This field should not be changed, unless they need to change or add another special field, like % or *. If this is the case then you add it to the end after a comma.
For instance, file names being imported might be in a format like "MyDist_1112223333_hello_goodbye.pdf" The district will need to be able to specify how the filename is broken up, in this case, it is using the "_"(underscore) character. So, one of the Filename delimiters is "_". But a file might also look like this: "abc 1112223333 howdy.pdf", so we want to also check for " "(space). Same goes for "-" and ".". But if someone, somewhere has a filename like "MyDist*1112223333*smith.pdf", then they would add a ",*" to the list, or just replace the list with "*" as the only delimiter. In the examples, the 111222333 part is where the Social Sec. # would be in the filename, which is why we need to parse the filename to know where the SSN is (or Employee number).
The Filename segment for employee identifier is related to the Filename Delimiter(s). For instance, if the filenames are all in the form of "MyDist_123456789_otherinfo.pdf, then the "segment" would be 2. The first "segment" is "MyDist", second is the SSN that we want, the third is "other info" and fourth is "pdf". The Filename Segment for employee identifier is to determine what place in the filename the Employee SSN or Employee Number is in.
Select the Employee Identifier from the drop down:
Employee Number
Employee SSN
The Select filename segment for control number is related to the Filename Delimiter(s).
Import Type
W2 Forms
Example - 3333333_2016_W2_FORMS/EMP0001 2016 601.pdf
The Control number (2016) is in the 6th place
The Select filename segment for payment number is related to the Filename Delimiter(s).
Import Type
Payment Notifications
Example - 04-18-18 111111/EMP000001 50031.pdf
The Payment Number (50031) is in the 6th place
Enter the Filter file names - This is an optional filter. If you have a zip file with 10 different districts' files in it, you need a way to pick only the 1 district's files to import. In this situation, they would have named the files or directories with something to differentiate, like the district's IRN. If they had named the files with IRN, then they could enter the specific IRN in that field, and it would 'filter out' any names that do not match that IRN.
Click onto preview the file of the Zip Contents
Once all Contents has been previewed, click onor to start over, click on .
Import Multiple Zip Files
Allows Multiple Zip files to be imported at one time
The Import Multiple Zip File section is illustrating how to upload your zip files. After you have uploaded your files, you will need to import these uploaded file. To import files please refer to the Import Payment Notifications and W2 Forms section.
To select zip files, you will need to drag from your desktop or directory and drop in selected zip file box.
The Refresh button is used if one or more zip files are not all importing. As it shows in the grid above, the Status for the last Zip File, it is Awaiting Upload. Click on the button to immediately update the file status from Awaiting Upload to Upload Finished.
This is the Uploading part but you still need to perform the setup for importing of the files.
Payment Notifications
To Preview your imported Zip files, click on
Next is to fill out the Import Type and segments: