Step 1
Create the import interface: Configuration > Interfaces > Job cost import interfaces > “+”
Then click on Add to include columns
Enter the source columns with the add button
Step 2
Create the import file with the following columns. The file can be a .txt file or a .csv file.
Sample of the import file:
W,001,002,04/13/2019,102,12,25
W,001,002,04/14/2019,101,,,700
W,001,002,04/15/2019,102,8,25
W,003,002,04/13/2019,101,,,1000
W,003,002,04/14/2019,102A,8,40
Column Description:
- Record identifier "W"
- Employee ID
- Department
- Work Date
- Payroll Category Code
- Quantity of hours
- Rate
- Amount for salary
If importing for the hourly pay category then the amount can be zero or blank
If importing for salary then hours and rate can be zero or blank
Ensure the pay category is used for the job cost: Setup > Payroll settings > payroll categories > select the pay category and review the Flag section. If not selected, the import will not show the pay categories.
Step 3
Payroll > Process job cost entries > Batch job cost entries
Select the batch mode: Import job cost from file and select the Import interface from the drop-down list and click > Next
Browse for the file to be imported > Finish
The import information will be displayed on the information window. Click OK button to proceed
To review or modify the imported data:
Payroll > Process job cost entries > Edit job cost entries
Any correction must be completed prior to creating the employee paycard
Step 4
Option 1
Create the paycards
Option 1: Payroll > Process payroll > Batch payroll > Make the selection for the payroll processing steps and click Next
Click Run Payroll to complete the process
To see the paycards : Payroll > Process payroll > Edit paycard > select employee
Option 2
Payroll > Process payroll > Batch payroll > Edit paycard > select employee > “+” > the paycard will be created and the values imported from file will be visible in the paycard.
Now you can follow the normal steps to Process the payroll