Payroll | Payroll Import Types | Details tab
Summary |
Payroll Import Types records allow you to import a range of T&A file formats into Payroll. You can set up only one import path, type and file on the Company Settings - Import TA tab, but you can set up additional paths, types and files in Payroll Import Types records. |
Fields |
TA data path:Path for the import data. If you store each type of import file in a different location, then you can specify the appropriate paths in each Payroll Import Types record and on the Company Settings | Import TA tab. Important: The path must end with a backslash. For example, C:\Program Files\PayGlobal\Companies\TreeTop\Import\ When you run the Import Pay command and open the Import Files pick list, PayGlobal searches for import files in all TA data paths. Import file:Enter a wildcard name for the type of import file, such as *.adt or *.csv. The Import file values determine the types of files that PayGlobal displays in the Import Pay | Import Files pick list. For example:
Import type:Format of the import file:
Note that the Workforce Management import type does not use files to import the payroll transactions, but obtains data directly from Workforce Management. Therefore, the TA data path field is disabled if this import type is selected, while the Import file field allows a filtering of the external pay run data items based on the pay run description. A wildcard of * means that no filter is applied and all unprocessed pay runs will be retrieved. Period:You can use this field to prevent you from importing a file into the wrong type of pay sequence. For example, if you create a Payroll Import Types record with Import type = "CSV" and Period = "Weekly", then although you could select a monthly pay sequence on the Import Pay form, you could not import a CSV file into that pay sequence. Translation file:Specify the path and file name for the translation table, which must be a .dbf file with two char fields called OldCode and NewCode. No indexing is required. The translation table attempts to translate allowance details from the import file. If an allowance does not have any details, then PayGlobal creates a warning message and it does not import the file. |
Days Worked |
You can override the transaction master record that controls the Employee/Pay Sequence in the import file by including a hardcoded WRKD allowance with a quantity between -10 and 100 days. |
Periods to tax over |
On the Company Settings - Import TA tab:
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