File Import will also 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.
So a zip file for W2s might contain files named like "district_123456789_w2_2017.pdf"
So, the software needs to know either the SSN or Employee #. In my example, 123456789 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 my example, the SSN, once separated by its delimiters, is located in the 2nd "segment" out of 4, so they would choose 2 from the Select filename segment prompt and then SSN from Employee identifier prompt. After clicking Preview Zip Contents, 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.
Field Definitions
- Zip Archive - Choose a file to Import
- Select the Import Type from the drop down:
- W2 Forms
- Payment Notifications
- Pay Date - Enter in the Pay Date of the Import Type
- Filename delimiter(s) -
- The Select filename segment 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 "otherinfo" and fourth is "pdf".
- Select the Employee Identifier from the drop down:
- Employee Name
- Employee SSN
- Click on
to create a preview file of the Zip Contents
Once all Contents has been previewed, click on 
or to start over, click on 
.