Importing and Exporting Information

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1 Importing and Exporting Information

2 Importing and Exporting Information A Companion Document to Attendance Enterprise , InfoTronics, Inc. All Rights Reserved. InfoTronics, Attendance, and Attendance Professional are registered trademarks of InfoTronics, Inc. Attendance Enterprise and Attendance Plus are trademarks of InfoTronics, Inc. Microsoft and Windows are registered trademarks of Microsoft, Inc. All other company and product names are registered trademarks or trademarks of their respective holders. Information in this document is subject to change without notice.

3 TABLE OF COTETS Preface... ix About This Document... ix Audience... ix Related Documents... x Chapter 1 Introducing Imports and Exports... 1 Running Imports and Exports... 1 Sharing Imports and Exports... 2 Setting Up Access Permissions for Imports and Exports... 2 Summary... 3 Chapter 2 Using Imports... 5 Understanding Imports... 5 Preparing a File for Importing into Attendance Enterprise... 5 Attendance Enterprise Imports... 5 Adding an Import Task... 6 Badge Initiated Transactions Import... 8 Comprehensive Employee Import Employee Benefits Import Employee Import Employee XML Import Incidents Import Parameter XML Import Schedule Import Schedule Pattern Import Schedule Pattern XML Import Scheduled Budgets Import Simple Employee Import Importing and Exporting Information iii

4 Supervisor Edits Import Transfer Rates Import Workgroup Import Summary Chapter 3 Using Exports Understanding Exports Attendance Enterprise Data Exports Adding an Export Task Benefit Balance Export Common Schedules Export Comprehensive Employee Export Custom Export Daily Totals Export Employee Schedules Export Employee XML Export Generic Hours Export PCS Employee Export Period Totals Export Schedule Pattern XML Export Shift Detail Export Simple Employee Export Transfer Rates Export Workgroup Export Summary Appendix A Import File Formats Badge Initiated Transactions Badge Initiated Transactions CSV Import Format iv Attendance Enterprise

5 Badge Initiated Transactions DBF Import Format Comprehensive Employee Comprehensive Employee CSV Import Format Comprehensive Employee dbase III Import Format Comprehensive Employee TMS 85 Import Format Employee Import Employee Benefits Import Employee Benefits Import CSV Format Employee XML Import Parameter XML Import Schedule Import Schedule CSV Import Format Schedule dbase III Import Format Schedule TMS 85 Import Format Schedule Pattern Import Schedule Pattern CSV Import Format Schedule Pattern XML Import Format Scheduled Budgets Scheduled Budgets CSV Import Format Scheduled Budgets CSV Import Format, Attendance Professional Simple Employee Simple Employee CSV Import Format Simple Employee dbase III Import Format Supervisor Edit Import Supervisor Edits TMS 85 Import Format Supervisor Edit Types for TMS 85 Import Format Supervisor Edits CSV Import Format Supervisor Edits dbase III Import Format Supervisor Edit Types for CSV and dbase III Import Formats Transaction Import Importing and Exporting Information v

6 Transaction CSV Import Format Transactions in dbase III Import Format Transfer Rates Import Transfer Rates CSV Import Format Transfer Rates dbase III Import Format WG Import CSV Format Appendix B Export File Formats Benefit Balance Export Common Schedules Export Comprehensive Employee Export Comprehensive Employee CSV Format Comprehensive Employee dbase III Format Comprehensive Employee TMS 85 Format Custom Export Daily Totals Export Employee XML Export Schedule Export Schedule Export CSV Format Schedule Export dbase III Format Schedule Export TMS 85 Format Fast Schedule Export Fast Schedule CSV Format Fast Schedule dbase III Format Generic Hours Export PCS Employee Export FIL Format Period Totals Export Period Totals Export CSV Format Period Totals dbase III Format vi Attendance Enterprise

7 Period Totals TMS 85 Format Schedule Pattern XML Export Shift Detail Export Shift Detail CSV Format Shift Detail dbase III Format Shift Detail TMS 85 Format Simple Employee Export Simple Employee CSV Format Simple Employee dbase III Format Transfer Rates Export Transfer Rates CSV Format Transfer Rates dbase III Format Transfer Rates TMS 85 Format Workgroup CSV Export Index Importing and Exporting Information vii

8 viii Attendance Enterprise

9 Preface Welcome to Attendance Enterprise imports and exports the fast and easy way to create and automate tasks for putting data into and extracting data from Attendance Enterprise. About This Document Importing and Exporting Information is a part of the Attendance Enterprise documentation set. It describes all time and attendance imports and exports. Audience This user guide is for payroll administrators or other designated employees who generate and use Attendance Enterprise data in other applications. Users should have a working knowledge of Windows functions and know how to execute applications in Windows. Importing and Exporting Information ix

10 Related Documents This document is part of the Attendance Enterprise documentation set, which is available in the Attendance Enterprise online help system. Other documents in the set include: Getting Started with Attendance Enterprise This document provides an overview of Attendance Enterprise and explains how to add employee information to the Attendance Enterprise database. Performing Time Card Functions This document describes how to edit and maintain employee time cards. Scheduling Employees & Managing Leave This document describes how to use Attendance Enterprise scheduling functions to create schedules for individuals and groups. The leave management process facilitates scheduling employees for time off. Using Management Information This document describes how to obtain different types of attendance summary information. It also describes how to obtain yearly summaries of employee attendance. Printing Reports This document describes each of the time and attendance reports available within Attendance Enterprise. Managing Your System This document describes how to maintain user accounts, define tasks, and perform other system management functions. x Attendance Enterprise

Chapter 1 Introducing Imports and Exports Attendance Enterprise provides a variety of imports and exports that gather data for use in Attendance Enterprise and other applications.

11 Chapter 1 Introducing Imports and Exports Attendance Enterprise provides a variety of imports and exports that gather data for use in Attendance Enterprise and other applications. For example, the Employee Benefits Import allows you to use benefits data stored in a separate application. The Comprehensive Employee Export allows you to create a file containing employment and personnel information to use with other applications. Imports and exports are generated from and stored in the Tasks folder in the Folders list. You can define the content and layout of each import and export. Running Imports and Exports After import or export tasks are added to Attendance Enterprise, they must be run for imports or exports to be generated. To run an import or export task, right-click on an import or export task in the current view area of either the Imports or Exports folder and choose Run. Alternately, you can double-click on an import or export task in the current view area. The import or export takes place. The Status window, or an orange lightning bolt in your system tray, is displayed. When the Percent column lists 100, the export or import is complete. Importing and Exporting Information 1

Introducing Imports and Exports Sharing Imports and Exports Import and export tasks can easily be shared by many users of Attendance Enterprise.

12 Introducing Imports and Exports Sharing Imports and Exports Import and export tasks can easily be shared by many users of Attendance Enterprise. All user groups with the correct access privileges can access imports and exports. The tasks each user group has the ability to perform (running tasks, editing tasks, and so on) can be limited by setting up access permissions in the following section. A user group s access to an import or export, or to any system information, can be further limited by workgroups using the Workgroup Restrictions tab in the User Group Properties window. For more information about user rights, see Managing Your System in the Attendance Enterprise documentation set. Setting Up Access Permissions for Imports and Exports All imports and exports use the same tab for setting access permissions. By default, all user groups who have access to imports and exports have access to all import and export features. You can limit user access individually, for each import or export, using the User Settings tab. 1. Click Add to see a list of users and user groups. The Select an Operator window is displayed. 2 Attendance Enterprise

Introducing Imports and Exports 2. Click Show Users to display individual Attendance Enterprise users. 3. Select a user or user group and click OK. 4. Add users or user groups as needed. 5.

13 Introducing Imports and Exports 2. Click Show Users to display individual Attendance Enterprise users. 3. Select a user or user group and click OK. 4. Add users or user groups as needed. 5. Select a user or user group and use the check boxes to the right to select that user or user group s permissions. 6. You can add or remove all users from the list, as needed, using Add all users or Remove all. Summary Imports and exports in Attendance Enterprise make it easy to add information to Attendance Enterprise and distribute information to other applications. Importing and Exporting Information 3

14 Introducing Imports and Exports 4 Attendance Enterprise

15 Chapter 2 Using Imports This chapter explains import tasks and describes how to define them. Understanding Imports File imports bring employee data into Attendance Enterprise from other sources. Imports allow you to efficiently add your existing employee data to Attendance Enterprise. Preparing a File for Importing into Attendance Enterprise It is important to create files from other sources that match the formats documented in Appendix A. To prepare a file for import, you create a dbase III file or an ASCII (.csv) file using a text editor, word processor, spreadsheet, or data collection application. Attendance Enterprise Imports Attendance Enterprise imports are listed in the following table. Import Type Badge Initiated Transactions Comprehensive Employee Employee Benefits Employee Employee XML Incidents Description Imports badge initiated transactions from a data collection device. Imports all employee information. Imports employee benefit information. Imports employee information using a wizard. Imports employee information in XML format, using a wizard. Imports incidents. Incidents are used with the optional Incidents & Points module. Importing and Exporting Information 5

16 Using Imports Import Type Parameter XML Schedule Schedule Pattern Schedule Pattern XML Scheduled Budgets Simple Employee Supervisor Edits Transfer Rates Workgroup Description Imports parameter settings to Attendance Enterprise. These settings are reflected in the Parameter Profiler. This is used by the installing technician for easy parameter setup and updating. Imports employee schedules. Imports schedule patterns. Imports schedule patterns in XML format. Used with the Attendance Enterprise Schedule Pattern XML export. Imports schedule budget information. Imports the employee name, ID, badge number, workgroup set, and pay class information. Imports supervisor edits to employee time cards. Imports employee transfer rate information. Imports the name, number, code, and rate for workgroups at one of the workgroup levels. Adding an Import Task To add an import task: 1. Right-click Imports in the Tasks folder, right-click Add Import Task, or doubleclick Add Import Task and select ew (or ew Import). 6 Attendance Enterprise

17 Using Imports The ew Import type window is displayed. 2. Select an import and click OK. The import properties window is displayed. Importing and Exporting Information 7

18 Using Imports 3. Complete each tab. See the following sections for detailed instructions for each import. 4. Change user access permissions, if needed. See page Select Edit Properties Before Execution or Save Changes Made During Execution, if needed, on the User Settings tab. 6. Click OK. The import task is added to the Imports folder. Badge Initiated Transactions Import This import collects badge initiated transactions from a data collection device. 8 Attendance Enterprise

19 Using Imports Basic Tab Type a descriptive name for the import or use the default name. Import Parameters Tab Complete the fields as described in the following table. Filename Description Specifies the name of the file to import into Attendance Enterprise. Click to browse for the file. Importing and Exporting Information 9

20 Using Imports File Format Delete import file when done WG Format Description Specifies the format of the file that is being imported. The selection list contains supported import formats. If selected, specifies that the original import file is deleted when the import task is complete. Specifies whether fields that contain workgroups are imported as workgroup numbers or codes in imports that support.csv files. Comprehensive Employee Import This import adds complete employee information to Attendance Enterprise. Basic Tab Type a descriptive name for the import or use the default name. 10 Attendance Enterprise

21 Using Imports Import Parameters Tab Complete the fields as described in the following table. Filename File Format Do not create detailed event log entries Import employee name as 3 cols (Last, First, M) Import file includes WG levels beyond level 3 WG Format Description Specifies the name of the file to import into Attendance Enterprise. Click file. to browse for the Specifies the format of the file that is being imported. The selection list contains supported import formats. If selected, limits the amount of information about this import that is captured in the event log. If selected, imports employee names in 3 columns. If selected, imports workgroup levels beyond level 3. This option is available if more than 3 workgroups are tracked in Attendance Enterprise and you want to export all levels. Specifies whether fields that contain workgroups are imported as workgroup numbers or codes. Importing and Exporting Information 11

22 Using Imports Employee Benefits Import This import adds employee benefit information to Attendance Enterprise. Basic Tab Type a descriptive name for the import or use the default name. Import Parameters Tab Complete the fields as described in the following table. 12 Attendance Enterprise

23 Using Imports Filename File Format Description Additional Parameters Tab Specifies the name of the file to import into Attendance Enterprise. Click to browse for the file. Specifies the format of the file that is being imported. The selection list contains supported import formats. Complete the fields as shown below. Use alternate format for import file Add to existing benefits instead of replacing them Description If selected, specifies that an alternate file format is used. If selected, specifies that imported data is added to an existing benefit data file. Employee Import This import adds groups of employees to Attendance Enterprise. To import employees using an ASCII or Excel file: 1. Click. The Import Employees Wizard is displayed. Importing and Exporting Information 13

24 Using Imports 2. Click ext 3. Select whether to read employees from an ASCII (.csv) or Excel (.xls) file. Browse to the file using or type in the filename. 4. Click ext. The Preview Selected File page is displayed. 14 Attendance Enterprise

Select the Attendance Enterprise name for the information in the key field.

25 Using Imports 5. If your file has a header row, select First Row is Header Row. 6. Click ext. The Select a Key page is displayed. 7. Select the unique field used in your file to identify employees (for example ID or social security number). 8. Select the Attendance Enterprise name for the information in the key field. For example, the field called SS in the example above is called Employee SS in Attendance Enterprise. 9. Click ext. The Establish Properties page is displayed. Importing and Exporting Information 15

Using Imports 10. Associate fields from the imported file with fields in Attendance Enterprise. Select an Available Import then select the Usage.

26 Using Imports 10. Associate fields from the imported file with fields in Attendance Enterprise. Select an Available Import then select the Usage. Complete each field association using the following table. Usage Padding Pad Width Pad Char Stripping Rules Maintain Change History Add to Database Description Describes the Attendance Enterprise field the import field is mapped into. Indicates whether or not cell padding is used in the selected import field. Indicates whether or not padding is used in the selected import field, as well as whether it is to the right or left. Specifies the character added to the beginning and end of the field. Describes whether certain characters are removed or cell contents are converted to all lowercase or uppercase letters. If selected, change history is kept for items that can change over time, like rate of pay. If selected, new field is added to the database. If cleared, new field is ignored. 16 Attendance Enterprise

If not selected, import acts as an update for existing employees. 13.

27 Using Imports Format Description 11. Click ext. The Confirmation page is displayed. Describes the format used for the field in the Excel or ASCII file (here shown as ame Format). 12. Choose Add ew Employees to Database if needed. If not selected, import acts as an update for existing employees. 13. Choose to Automatically Assign ext Available Badge umber if Undefined in Import if needed. If cleared, new employees are assigned a badge number of Click ext. The Execute page is displayed. 15. Select Only look for employees that match import file if needed. Importing and Exporting Information 17

28 Using Imports 16. Click Execute to begin the import. 17. Click ext. The Import Custom Employee File Completed page is displayed. Employee XML Import This wizard imports employee data in XML form. To import employee XML data: 1. Click. The Import Employee XML Wizard is displayed. 2. Click ext. The Import Source page is displayed. 18 Attendance Enterprise

Using Imports 3. Click to browse to the filename. 4. Click ext. The Options page is displayed. 5. Choose your company s field used to identify a unique employee.

29 Using Imports 3. Click to browse to the filename. 4. Click ext. The Options page is displayed. 5. Choose your company s field used to identify a unique employee. This is the database field that will be different for each employee. You can choose ID or Social Security umber. 6. Choose what to do if the imported employee s badge number is already in use. You can assign the next highest number, or assign the badge number Choose whether or not to add the employee to the database. 8. Click ext. The Execute page is displayed. Importing and Exporting Information 19

Using Imports 9. Click Execute to begin the import. 10. Click Finish to save the changes. Incidents Import This wizard allows you to import incidents using an ASCII (.csv) file.

30 Using Imports 9. Click Execute to begin the import. 10. Click Finish to save the changes. Incidents Import This wizard allows you to import incidents using an ASCII (.csv) file. Incidents are an employee performance tool used with the optional Incidents & Points module. To import incidents: 1. Click. The Import Incidents Wizard is displayed. 2. Click ext. The Select File to Import page is displayed. 3. Use to browse to the ASCII (.csv) file containing the incidents you want to import. 4. Click ext. The Select Type of Incidents to Import page is displayed. 5. Choose to import historical incidents or import incident adjustments. 6. Click ext. The Selecting Incident Clearing Options page is displayed. 7. Choose what to do with incidents prior to the installation date. You can choose to remove incidents, remove incidents only for imported employees, or choose not to remove existing incidents. 8. Click ext. The Select Compute Incidents Option page is displayed. 9. Select the check box to recompute incidents after the import process. 10. Click ext. The Import Incidents page is displayed. 20 Attendance Enterprise

31 Using Imports 11. Click Execute to begin the import. When the import is complete, click ext. The Finished page is displayed. Parameter XML Import This import sets parameters in Attendance Enterprise. These settings are reflected in the Parameter Profiler. This is used by the installing technician for easy parameter setup and updating. Basic Tab Type a descriptive name for the import or use the default name. Importing and Exporting Information 21

32 Using Imports Import Parameters Tab Complete the fields as described in the following table. Filename File Format Description Specifies the name of the file to import into Attendance Enterprise. Click to browse for the file. Specifies the format of the file that is being imported. The selection list contains supported import formats. Schedule Import This import adds employee schedules to Attendance Enterprise. 22 Attendance Enterprise

33 Using Imports Basic Tab Type a descriptive name for the import or use the default name. Import Parameters Tab Complete the fields as described in the following table. Filename Description Specifies the name of the file to import into Attendance Enterprise. Click to browse for the file. Importing and Exporting Information 23

34 Using Imports File Format WG Format Description Specifies the format of the file to be imported. The selection list contains supported import formats. Specifies whether fields that contain workgroups are imported as workgroup numbers or codes. Schedule Pattern Import This import adds defined schedule patterns to Attendance Enterprise. Basic Tab Type a descriptive name for the import or use the default name. 24 Attendance Enterprise

35 Using Imports Import Parameters Tab Complete the fields as described in the following table. Filename File Format WG Format Description Specifies the name of the file to import into Attendance Enterprise. Click to browse for the file. Specifies the format of the file that is being imported. The selection list contains supported import formats. Specifies whether fields that contain workgroups are imported as workgroup numbers or codes. Schedule Pattern XML Import This import brings schedule pattern information into Attendance Enterprise using an XML file. This export is for use with the Schedule Pattern XML export. To use the import: 1. Right-click on the Schedule Patterns folder and select Import Schedule Pattern. Importing and Exporting Information 25

36 Using Imports 2. Browse to the XML file you want to import (created using the Schedule Pattern XML export) and click Open. Scheduled Budgets Import This import adds schedule budgeting information to Attendance Enterprise. Basic Tab Type a descriptive name for the import or use the default name. 26 Attendance Enterprise

37 Using Imports Import Parameters Tab Complete the fields as described in the following table. Filename File Format Import file uses Attendance Professional format Description Specifies the name of the file to import into Attendance Enterprise. Click file. to browse for the Specifies the format of the file to be imported. The selection list contains supported import formats. If selected, specifies the import file is in Attendance Professional format. Simple Employee Import This import adds a truncated amount of information about each employee to Attendance Enterprise: name, ID, badge number, workgroup set, and pay class information. Importing and Exporting Information 27

38 Using Imports Basic Tab Type a descriptive name for the import or use the default name. Import Parameters Tab Complete the fields as described in the following table. 28 Attendance Enterprise

39 Using Imports Filename File Format Import Employees By this Key Do not create detailed log entries Import employee name as 3 cols (Last, First, M) WG Format Description Specifies the name of the file to import into Attendance Enterprise. Click file. to browse for the Specifies the format of the file that is being imported. The selection list contains supported import formats. Specifies the field that Attendance Enterprise checks to determine whether the employee already exists. If the employee name exists, the import information updates the employee record. If the employee name does not exist, the specified field in the import file becomes the Attendance Enterprise employee ID. You can select employee ID, social security number or badge. If selected, the size of log entries created during the import is limited. If selected, employee names are imported as 3 columns. Specifies whether fields that contain workgroups are imported as workgroup numbers or codes. Supervisor Edits Import This import adds supervisor edits into Attendance Enterprise. Importing and Exporting Information 29

40 Using Imports Basic Tab Type a descriptive name for the import or use the default name. Import Parameters Tab Complete the fields as described in the following table. Filename Description Specifies the name of the file to import into Attendance Enterprise. Click to browse for the file. 30 Attendance Enterprise

41 Using Imports File Format Description Specifies the format of the file that is being imported. The selection list contains supported import formats. Transfer Rates Import This import adds employee workgroup transfer rates to Attendance Enterprise. Basic Tab Type a descriptive name for the import or use the default name. Importing and Exporting Information 31

42 Using Imports Import Parameters Tab Complete the fields as described in the following table. Filename File Format WG Format Description Specifies the name of the file to import into Attendance Enterprise. Click to browse for the file. Specifies the format of the file that is being imported. The selection list contains supported import formats. Specifies whether fields that contain workgroups are imported as workgroup numbers or codes. Workgroup Import This import adds workgroups to Attendance Enterprise. 32 Attendance Enterprise

43 Using Imports Basic Tab Type a descriptive name for the import or use the default name. Import Parameters Tab Complete the fields as described in the following table. Filename Description Specifies the name of the file to import into Attendance Enterprise. Click to browse for the file. Importing and Exporting Information 33

44 Using Imports File Format WG Level Tab Description Specifies the format of the file that is being imported. The selection list contains supported import formats. Select the workgroup level to import. Your workgroup levels will have different names. In this example, Locations is workgroup level 1, Departments is workgroup level 2, and Cost Centers is workgroup level 3. Summary Attendance Enterprise allows you to import data from various applications. Each import task in Attendance Enterprise has a unique set of properties that can be defined for your company s needs. 34 Attendance Enterprise

45 Chapter 3 Using Exports This chapter explains export tasks and describes how to define them. Understanding Exports Exports extract data from Attendance Enterprise for use in other applications and databases. Most export types give you a choice of several export formats. You can choose the one that most closely matches your intended application and its import capabilities. Appendix B documents the file structure for each of the data exports in one or more of the following formats: ASCII (.csv) dbase III T.M.S. 85 (available for InfoTronics T.M.S. 85 system for pay period totals and schedule exports) TimeBank formats for certain payroll exports provided by Integrated Design, Inc. Attendance Enterprise Data Exports Exports available in Attendance Enterprise are described in the following table: Export Type Benefit Balance Common Schedules Comprehensive Employee Custom Daily Totals Description Exports benefit balances for the workgroups you select. Exports common schedules defined for the workgroups you select. Exports all employee information. Exports information that you select to create a custom export file. Exports the daily total of hours and dollars, including workgroup, for the specified period. Importing and Exporting Information 35

46 Using Exports Export Type Employee Schedules Employee XML Generic Hours PCS Employee Period Totals Shift Detail Simple Employee Transfer Rates Workgroup Description Exports employee schedules for the specified time period. Exports employee information in XML format. Exports the home workgroup, transfer workgroup, and rate information, as well as job code, shift, and position number. Exports employee information. Only for use with PCS payroll software. Exports the hours and dollars, the home workgroup and rate, and any transfer workgroups and rates for the specified pay period for all employees. Exports punch dates and times for the current or previous pay period. Exports the employee name, ID, badge number, workgroup set, and pay class information. Exports transfer pay rates for employees. Exports a list of workgroups, including names, numbers, and codes, for each workgroup level. Adding an Export Task To add an export task: 1. Right-click Exports in the Tasks folder, right-click Add Export Task, or doubleclick Add Export Task and select ew or ew Export. 36 Attendance Enterprise

47 Using Exports The ew Export type window is displayed. 2. Select an export and click OK. The export properties window is displayed. Importing and Exporting Information 37

48 Using Exports 3. Complete each tab. See the following sections for detailed instructions for each export. 4. Change user access permissions, if needed. See page Select Edit Properties Before Execution or Save Changes Made During Execution, if needed, on the User Settings tab. 6. Click OK. The export task is added to the Exports folder. Benefit Balance Export This export saves benefit balances for the workgroups you select to a file. 38 Attendance Enterprise

49 Using Exports Basic Tab Type a descriptive name for the export or use the default name. Export Parameters Tab Importing and Exporting Information 39

50 Using Exports Filename File Format Includes Tab Description Specifies the name of the file to export. Specifies the format of the file to be exported. The selection list contains supported export formats. 1. Select the status types, pay types, and employees to include. If you choose to include either Active or Terminated (instead of All) employees, you can further narrow the group by active or terminated status types. 2. Choose a date range for the export. 40 Attendance Enterprise

51 Using Exports Workgroups Tab Select the workgroups to include in the export. Click on a workgroup level (here shown as Locations, Departments, Cost Centers) to display the workgroups at that level. Select the pay period class to include, if needed. Date Range Tab Importing and Exporting Information 41

52 Using Exports Complete the fields as described in the following table. Description Time Period Specifies a time period for the export Start Date Specifies start date for a custom time period End Date Specifies end date for a custom time period Benefit Parameters Tab Select a format for the export. You can include one benefit per line or all benefits on one line. If you choose One Benefit per line, select Export balances from end of current pay period instead of beginning if you want to export the most recent rather than the earliest benefit balances. If you choose All Benefits on one line, select Export Header Record to export column names. Select Export empty values for benefits if necessary. Common Schedules Export The common schedules export saves common schedule information to a file. 42 Attendance Enterprise

53 Using Exports Basic Tab Type a descriptive name for the export or use the default name. Export Parameters Tab Filename Description Specifies the name of the file to export. Importing and Exporting Information 43

Using Exports File Format Includes Tab Description Specifies the format of the file to be exported. The selection list contains supported export formats.

54 Using Exports File Format Includes Tab Description Specifies the format of the file to be exported. The selection list contains supported export formats. Select the level 2 workgroups to include in the export. Common schedules are associated with workgroup level 2. Use CTRL to select non-sequential workgroups. Use SHIFT to select multiple sequential workgroups. Use All to select all workgroups. Use one to clear all workgroups. Comprehensive Employee Export This import saves all employee information to a file. 44 Attendance Enterprise

55 Using Exports Basic Tab Type a descriptive name for the export or use the default name. Export Parameters Tab Filename Description Specifies the name of the file to export. Importing and Exporting Information 45

56 Using Exports File Format Use 4 digit year WG Format Export employee name as 3 cols (Last, First, M) Includes Tab Description Specifies the format of the file to export. The selection list contains supported export formats. Specifies a 4-digit, instead of a 2-digit, year is exported. Specifies whether the workgroup number or code is exported. Specifies the employee name is exported in 3 columns. 1. Select the status types, pay types, and employees to include. If you choose to select Active or Terminated employees, you can further narrow the group by active or terminated status types. 2. Choose a date range for the export. 46 Attendance Enterprise

57 Using Exports Workgroups Tab Select the workgroups to include in the export. Click on a workgroup level (here shown as Locations, Departments, Cost Centers) to display the workgroups at that level. Select the pay period class to include, if needed. Custom Export Custom exports save Attendance Enterprise information you select to a file. Importing and Exporting Information 47

58 Using Exports Basic Tab Type a descriptive name for the export or use the default name. Export Parameters Tab 48 Attendance Enterprise

59 Using Exports Filename File Format Use 4 digit year Includes Tab Description Specifies the name of the file to export. Specifies the format of the file that is being exported. The selection list contains supported import formats. If selected, specifies a 4-digit, instead of a 2-digit, year is exported. 1. Select the status types, pay types, and employees to include. If you choose to select Active or Terminated employees, you can further narrow the group by active or terminated status types. 2. Choose a date range for the export. Importing and Exporting Information 49

60 Using Exports Workgroups Tab Select the workgroups to include in the export. Click on a workgroup level (here shown as Locations, Departments, Cost Centers) to display the workgroups at that level. Select the pay period class to include, if needed. Date Range Tab 50 Attendance Enterprise

61 Using Exports Complete the fields as described in the following table. Time Period Start Date End Date s Tab Description Specifies a time period for the export Specifies starting date for a custom time period Specifies ending date for a custom time period 1. Select a field to include in the export by selecting it in the s column. Click to add the field to the Include column. Click to remove the field from the Include column. Once you have selected fields to include in the export, you can move them up or down in priority using or. ote: Custom fields beyond the original 6 are now available for use in this export. 2. Select options for each field in the Include column using the characteristics listed in the table below. When the field is selected in the Include column, the Options correspond to that field. Importing and Exporting Information 51

62 Using Exports Column ame Column Alignment Column Width Display field when Description Specifies the name of the column for the option currently selected in the Includes list area. Specifies the alignment of the column, either right or left. Specifies the width of the column. Specifies that the currently highlighted field is included in the export when one of the following conditions is met: Always. This field is greater than Amount field. Base rate of pay has changed in reporting period. Emp has more Generalized Reg Hrs than Amount field. Emp has more Generalized Ovt Hrs than Amount field. Emp has more Generalized Spl Hrs than Amount field. Emp has more Uncategorized Generalized Hrs than Amount field. Emp became terminated in period. Emp became active in period. Amount Display as Display totals for Specifies the amount associated with the Display field when field. Specifies whether the amount displayed is in hours, hours in hundredths, or dollars. Enabled only for fields that have amounts associated with them. Specifies whether the totals displayed are for the entire period or for a specific day in the period. 52 Attendance Enterprise

63 Using Exports Other Tab Complete the fields as described in the following table. Importing and Exporting Information 53

64 Using Exports Display employee only when Description Specifies that the employee is included in the export when one of the following conditions is met: Always. There are more Generalized Reg Hrs than Amount in period. There are more Generalized Ovt Hrs than Amount in period. There are more Generalized Spl Hrs than Amount in period. There are more Uncategorized Generalized Hrs than Amount in period. Emp s birthdate is in time period. Emp s hiredate is in time period. Emp s full time date is in time period. Emp contains an unapproved Time Card in period. Emp has a schedule pattern. Emp s Generalized Reg+Ovt Hrs is greater than their avg weekly hrs. Emp s hiredate anniversary is in time period. Emp s full time date anniversary is in time period. Amount Estimate Remainder of Current Period Specifies the amount associated with the Display employee only when field. If selected, specifies that the export contains an estimate of the remainder of the current period. Attendance Enterprise estimates are based on employee schedules. 54 Attendance Enterprise

65 Using Exports Export Header Record Remove dashes from SS field Use zero padding on pay designation fields Use implicit decimals (assume two decimal places) Use two decimals instead of four on dollar amounts Exclude terminated employees Delimiter Text Qualifier Description If selected, specifies that the export header record is included. The header record is defined by the column attributes on the s tab. If selected, removes dashes from employee s social security number. If selected, and if the pay designation column width is greater than required, zeros precede the amount. For example, if the Reg Hours field is 7 characters in length and the actual value is 23, the value is displayed as If selected, the decimal point is not displayed. The value is displayed as If selected, only 2 decimal places are exported with dollar amounts, regardless of system settings. If selected, terminated employee data is not included in the export. Specifies the character used to separate fields in the.csv file. Specifies the character used at the beginning and end of text in the field. Daily Totals Export This export saves the daily total of hours and dollars per workgroup for the specified period to a file. Importing and Exporting Information 55

66 Using Exports Basic Tab Type a descriptive name for the export or use the default name. Export Parameters Tab 56 Attendance Enterprise

67 Using Exports Filename File Format Export in Weekly Format Description Specifies the name of the file to export from Attendance Enterprise. Specifies the format of the file to be exported. The selection list contains supported export formats. If selected, specifies that data is displayed by week when the Time Bank file format is selected. Use four digit year If selected, specifies that the year is recorded as a 4- digit number instead of a 2-digit number. Export WG Levels beyond level 3 Includes Tab If selected, workgroup levels greater that level 3 are exported. 1. Select the status types, pay types, and employees to include. If you choose to include either Active or Terminated (instead of All) employees, you can further narrow the group by active or terminated status types. 2. Choose a date range for the export. Importing and Exporting Information 57

68 Using Exports Workgroups Tab Select the workgroups to include in the export. Click on a workgroup level (here shown as Locations, Departments, Cost Centers) to display the workgroups at that level. Select the pay period class to include, if needed. Date Range Tab 58 Attendance Enterprise

69 Using Exports Complete the fields as described in the following table. Time Period Start Date End Date Options Tab Description Specifies a time period for the export Specifies starting date for a custom time period Specifies ending date for a custom time period Complete the fields as described below. These options only apply to the TMS 85 export format and do not affect other export formats. Include Worked Workgroup 1 Include Rate and Dollars Include Home Workgroups Description Includes the number for workgroup 1 in the export file. Includes the employee rates along with dollar totals in the export file. Includes the home workgroup, in addition to the workgroups in which the employee worked, in the export file. Importing and Exporting Information 59

70 Using Exports Include Home Rate Description Includes the rate defined in the employee definition, in addition to any rates specified for workgroups and transfers. Employee Schedules Export This export saves employee schedules to a file. Basic Tab Type a descriptive name for the export or use the default name. 60 Attendance Enterprise

71 Using Exports Export Parameters Tab Filename File Format Description Specifies the name of the file to export from Attendance Enterprise. Specifies the format of the file to be exported. The selection list contains supported export formats. Use four digit year If selected, specifies that the year is recorded as a 4- digit number instead of a 2-digit number. Importing and Exporting Information 61

72 Using Exports Includes Tab 1. Select the status types, pay types, and employees to include. If you choose to select Active or Terminated employees, you can further narrow the group by active or terminated status types. 2. Choose a date range for the export. 62 Attendance Enterprise

73 Using Exports Workgroups Tab Select the workgroups to include in the export. Click on a workgroup level (here shown as Locations, Departments, Cost Centers) to display the workgroups at that level. Select the pay period class to include, if needed. Date Range Tab Importing and Exporting Information 63

74 Using Exports Complete the fields as described in the following table. Time Period Start Date End Date Options Tab Description Specifies a time period for the export Specifies starting date for a custom time period Specifies ending date for a custom time period These options only apply to the TMS 85 export format and do not affect other export formats. Complete the fields as described below. Include Workgroup 1 Include Additional Employee Information Include Period Information Description If selected, includes the number for workgroup 1 in the export file. If selected, includes additional fields such as the employee s rate, badge number, clock group, and pay class. If selected, includes a summary of the period hours for the employee. 64 Attendance Enterprise

Using Exports Employee XML Export The Execute Export Employee XML Wizard button Employee XML Wizard. To export employee data in an XML file: launches the Export 1. Click.

75 Using Exports Employee XML Export The Execute Export Employee XML Wizard button Employee XML Wizard. To export employee data in an XML file: launches the Export 1. Click. The Export Employee XML Wizard is displayed. 2. Click ext. The Employee page is displayed. 3. Click Select an Employee. Select an employee from the Find Employee window. 4. Click OK. The employee information is added to the fields. Importing and Exporting Information 65

Select the information to include in the XML file.

76 Using Exports 5. Click ext. The Export Destination page is displayed. 6. If you want, use to select a new filename. 7. Click ext. The Options page is displayed. 8. Select the information to include in the XML file. Use the All or one buttons to quickly select or clear all check boxes. 9. Change the date range if needed. 10. Click ext. The Export Employee XML Wizard is Complete page is displayed. 66 Attendance Enterprise

77 Using Exports 11. Click Finish. An XML file is saved to the selected filename and location. Generic Hours Export This export saves the home workgroup, transfer workgroup, and rate information, as well as job code, shift, and position number, to a file. Basic Tab Type a descriptive name for the export or use the default name. Importing and Exporting Information 67

78 Using Exports Export Parameters Tab Filename File Format Description Specifies the name of the file to export from Attendance Enterprise. Specifies the format of the file to be exported. The selection list contains supported export formats. Use four digit year If selected, specifies that the year is recorded as a 4- digit number instead of a 2-digit number. 68 Attendance Enterprise

79 Using Exports Includes Tab 1. Select the status types, pay types, and employees to include. If you choose to select Active or Terminated employees, you can further narrow the group by active or terminated status types. 2. Choose a date range for the export. Importing and Exporting Information 69

80 Using Exports Workgroups Tab Select the workgroups to include in the export. Click on a workgroup level (here shown as Locations, Departments, Cost Centers) to display the workgroups at that level. Select the pay period class to include, if needed. Date Range Tab 70 Attendance Enterprise

81 Using Exports Complete the fields as described in the following table. Description Time Period Specifies a time period for the export Start Date Specifies starting date for a custom time period End Date Specifies ending date for a custom time period Generic Hours Params Tab PCS Employee Export This export saves employee data to an.fil file. The PCS employee export is for use only with Proficient Computing Systems (PCS) Payroll software. Importing and Exporting Information 71

82 Using Exports Basic Tab Type a descriptive name for the export or use the default name. Includes Tab 1. Select the status types, pay types, and employees to include. If you choose to select Active or Terminated employees, you can further narrow the group by active or terminated status types. 72 Attendance Enterprise

83 Using Exports 2. Choose a date range for the export. Workgroups Tab Select the workgroups to include in the export. Click on a workgroup level (here shown as Locations, Departments, Cost Centers) to display the workgroups at that level. Select the pay period class to include, if needed. Date Range Tab Importing and Exporting Information 73

84 Using Exports Complete the fields as described in the following table. Description Time Period Specifies a time period for the export Start Date Specifies start date for a custom time period End Date Specifies end date for a custom time period PCS Employee Export Tab Complete the fields as shown in the following table. 74 Attendance Enterprise

85 Using Exports Export Filename Company umber Department Mask Branch Mask Include Rates Include Terminated Employees Description Specifies the name of the file to export from Attendance Enterprise. The file designation must be.fil. Specifies the company number. Specifies the department mask. For more information about masks, see Managing Your System in the Attendance Enterprise documentation set. Specifies the branch mask. For more information about masks, see Managing Your System in the Attendance Enterprise documentation set. If selected, employee pay rates are included in the export. If selected, terminated employees are included in the export. You can choose to export all terminated employee information, or only information in the date range selected on the Date Range tab. Period Totals Export The period total export saves the hours and dollars, the home workgroup and rate, and any transfer workgroups and rates for the specified pay period to a file. Importing and Exporting Information 75

86 Using Exports Basic Tab Type a descriptive name for the export or use the default name. Export Parameters Tab 76 Attendance Enterprise

87 Using Exports Filename File Format Pay Period Description Specifies the name of the file to export from Attendance Enterprise. Specifies the format of the file to be exported. The selection list contains supported export formats. Specifies that either the current or previous pay period is used in the pay period total export. Use four digit year If selected, specifies that the year is recorded as a 4- digit number instead of a 2-digit number. Estimate Remainder of Current Pay Period Export WG levels beyond level 3 Includes Tab If selected, uses the employee schedules to estimate period totals for the remainder of the current pay period. If selected, workgroup levels over 3 are included in the export. 1. Select the status types, pay types, and employees to include. If you choose to select Active or Terminated employees, you can further narrow the group by active or terminated status types. 2. Choose a date range for the export. Importing and Exporting Information 77

88 Using Exports Workgroups Tab Select the workgroups to include in the export. Click on a workgroup level (here shown as Locations, Departments, Cost Centers) to display the workgroups at that level. Select the pay period class to include, if needed. Options Tab 78 Attendance Enterprise

Using Exports Complete the fields as described below. These options only apply to the TMS 85 export format and do not affect other export formats.

89 Using Exports Complete the fields as described below. These options only apply to the TMS 85 export format and do not affect other export formats. Include Worked Workgroup 1 Include Rate and Dollars Include Home Workgroups Include Home Rate Description If selected, includes the number for workgroup 1 in the export file. If selected, includes the employee rates along with dollar totals in the export file. If selected, includes the home workgroup, in addition to the workgroups in which the employee worked, in the export file. If selected, includes the rate defined in the employee definition, in addition to any rates specified for workgroups and transfers. Schedule Pattern XML Export This export saves schedule pattern information to an XML file. This export is for use with the Schedule Pattern XML import. To use the export: 1. Right-click on the Schedule Patterns folder and select Export All Schedule Patterns. 2. Type a name for the export file and click Save. Importing and Exporting Information 79

90 Using Exports Shift Detail Export This export saves punch dates and times for the current or previous pay period to a file. Type a descriptive name for the export or use the default name. Export Parameters Tab 80 Attendance Enterprise

91 Using Exports Filename File Format Pay Period Description Specifies the name of the file to export from Attendance Enterprise. Specifies the format of the file to be exported. The selection list contains supported export formats. Specifies that either the current or previous pay period is used in the pay period total export. Use four digit year If selected, specifies that the year is recorded as a 4- digit number instead of a 2-digit number. Includes Tab 1. Select the status types, pay types, and employees to include. If you choose to select Active or Terminated employees, you can further narrow the group by active or terminated status types. 2. Choose a date range for the export. Importing and Exporting Information 81

92 Using Exports Workgroups Tab Select the workgroups to include in the export. Click on a workgroup level (here shown as Locations, Departments, Cost Centers) to display the workgroups at that level. Select the pay period class to include, if needed. Simple Employee Export This export saves punch dates and times for the current or previous pay period to a file. 82 Attendance Enterprise

93 Using Exports Basic Tab Type a descriptive name for the export or use the default name. Export Parameters Tab Importing and Exporting Information 83

94 Using Exports Filename File Format WG format Export employee name as 3 cols (Last, First, M) Includes Tab Description Specifies the name of the file to export from Attendance Enterprise. Specifies the format of the file that is being exported. The selection list contains supported export formats. Specifies whether the workgroup number or code is exported. If selected, specifies the employee name is exported as 3 columns. 1. Select the status types, pay types, and employees to include. If you choose to select Active or Terminated employees, you can further narrow the group by active or terminated status types. 2. Choose a date range for the export. 84 Attendance Enterprise

95 Using Exports Workgroups Tab Select the workgroups to include in the export. Select a workgroup level (here shown as Locations, Departments, Cost Centers) to display the workgroups at that level. Select the pay period class to include, if needed. Transfer Rates Export This export saves transfer pay rates for employees to a file. Importing and Exporting Information 85

96 Using Exports Type a descriptive name for the export or use the default name. Export Parameters Tab Filename File Format WG format Description Specifies the name of the file to export from Attendance Enterprise. Specifies the format of the file to be exported. The selection list contains supported export formats. Specifies whether the workgroup number or code is exported. 86 Attendance Enterprise

97 Using Exports Includes Tab 1. Select the status types, pay types, and employees to include. If you choose to select Active or Terminated employees, you can further narrow the group by active or terminated status types. 2. Choose a date range for the export. Workgroups Tab Importing and Exporting Information 87

98 Using Exports Select the workgroups to include in the export. Click on a workgroup level (here shown as Locations, Departments, Cost Centers) to display the workgroups at that level. Select the pay period class to include, if needed. Options Tab Complete the field as described below. This option only applies to the TMS 85 export format and does not affect other export formats. Include Workgroup 1 Description Includes the number for workgroup 1 in the export file. Workgroup Export This export saves Attendance Enterprise workgroups to a file. 88 Attendance Enterprise

99 Using Exports Basic Tab Type a descriptive name for the export or use the default name. Export Parameters Tab Importing and Exporting Information 89

Using Exports Filename File Format Includes Tab Description Specifies the name of the file to export from Attendance Enterprise. Specifies the format of the file that is being exported.

100 Using Exports Filename File Format Includes Tab Description Specifies the name of the file to export from Attendance Enterprise. Specifies the format of the file that is being exported. The selection list contains supported export formats. Select the workgroup level to export (here shown as Locations, Departments, Cost Centers). Your workgroup levels will be different. Summary Attendance Enterprise allows you to export data for use with various applications. Each export task in Attendance Enterprise has a unique set of properties that can be defined for your company s needs. 90 Attendance Enterprise

WinFlexOne - Importer MHM Resources LLC

WinFlexOne - Importer MHM Resources LLC WinFlexOne - Importer 2008 MHM Resources LLC WinFlexOne Importer - Employee 2 This module provides: Overview Log In Source File Importer Profile Download Activate Import Source File WinFlexOne Importer