CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Payroll

Transcription

1 CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Payroll Employer Parameters Time Clock Set Up Step-by-step Instructions 2012 Central Susquehanna Intermediate Unit, USA

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3 Table of Contents Introduction... 1 File Parameters... 2 File Types... 2 File Name and Location... 2 Field Parameters... 3 Import Parameters Central Susquehanna Intermediate Unit, USA

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5 Employer Parameters Time Clock Set Up INTRODUCTION This Step-by-Step Guide will cover how to set up the Time Clock Parameters screen to be used with the Time Clock Import process. In this Step-by-Step instruction you will learn: What options are available What information is required How to enter the information needed Revised: 10/08/ Central Susquehanna Intermediate Unit, USA Page 1

6 Employer Parameters Time Clock Set Up FILE PARAMETERS File Types The Time Clock Import option will allow either an Excel file or a text file to be used to import units from a Time Clock system. If the Text File option is selected, you need to choose either a Comma or a Tab Delimited file type. File Name and Location If your Time Clock software creates the export file with the same name and location each time, we recommend using the parameters to store this information. If this is not the case, you can leave the File Location field empty and select the file during the import process. Revised: 10/08/ Central Susquehanna Intermediate Unit, USA Page 2

7 Employer Parameters Time Clock Set Up FIELD PARAMETERS Several fields are required for validating or updating records and can either be designated in the file or defaulted. The following field locations must be designated in the file: SSNO or ID: The import file can provide either Social Security number or identification number for validating records. Select one and then designate the position or column location within the file. Units: The number of units is not used for validating records but will be updated (or replaced). OT Units: The overtime units are not used for validating records but will be updated (or replaced). OT Factor: This information can either be provided in the file or can be defaulted. Specify the Default OT Factor or designate the position or column location within the file. Pay Type: This information can either be provided in the file or can be defaulted. Select the Default Pay Type to Hourly check box option or designate the position or column location within the file. If the position or column location within the file is not designated, the default (hourly) is used. If the Pay Type position or column location is designated, the payment type in the Employee Wage record must match the information in the file. Entry in the following fields is optional, but is recommended for validating records. The position or column location within the import file MUST be designated for AT LEAST ONE of the following fields before the record can be saved. This is a validation of the screen. Account or Cross Ref Specify an Account/Cross Ref Selection. Designate the position or column location within the import file. Rate of Pay - Designate the position or column location within the import file. Position - Designate the position or column location within the import file. Revised: 10/08/ Central Susquehanna Intermediate Unit, USA Page 3

8 Employer Parameters Time Clock Set Up IMPORT PARAMETERS The import parameters options become available based on the information selected above. If importing data using an Excel File, identify the # of Header Records (if any) in the file. The Time Clock Import process will skip the number of rows entered here. The Replace Units or Update Units option is used to determine if during the import process units found in the file will replace (overwrite) any units or update (add to) any units found in the employee s wage record in Payroll Entry. Something to consider: If Update Units is selected, the same file cannot be imported twice because imported units would be doubled. If all information has a designated position or column location within the import file, the Add Missing Records option is available to allow for missing records to be added. If the Add Missing Records option were selected, records included on the error report would be added as temporary records in Payroll Entry on the Check Sequence number identified here. Carefully review reports if choosing this option. Revised: 10/08/ Central Susquehanna Intermediate Unit, USA Page 4