Fields

Import Files:

Select the files that you want to import.

Note: This field displays the number of files that you are importing.

Pay Sequence:

Select the pay sequence that you want to import the files into.

Reset profiled days worked:

Yes/No field that determines whether employees' profiled days worked values are reset based on the import files.

Detailed Log:

Yes/No field that determines whether PayGlobal creates a detailed log of the import process.

Create permanent transactions:

Displayed only after you select a CSV file in Import Files and a manual pay in Pay Sequence.

• Yes - Import Pay will copy permanent transactions into current transactions for employees who have transactions in the CSV file, but no current transactions in the manual pay, and Payments tab | Auto-pay = "No".
• No - Import Pay will not copy across any permanent transactions.

The resultant audit log lists all employees and indicates whether permanent transactions were created for them.

Import for terminated employees:

Yes/No field that determines whether PayGlobal imports transactions for terminated employees.

• No - PayGlobal does not import transactions for terminated employees and the following message appears in the import audit log for each terminated employee:

  "Has been terminated (ignored)"

• Yes - PayGlobal imports transactions for terminated employees and adds a termination allowance transaction for terminated employees who do not already have a termination transaction in PayGlobal for that pay.

Termination allowance:

Enabled when Import for terminated employees = "Yes".

Select the termination allowance (X-type) that you want PayGlobal to use when it adds a termination allowance transaction. If you leave this field blank, then PayGlobal uses the first X-type allowance in the Allowance table. The termination transaction uses the Termination date and Termination Reason values from the employee's record.

Note: If the employee's Termination Reason field is blank, then you cannot successfully process the pay because all termination transactions must have a Termination Reason.

Validation of Termination Transaction Data

When you import the pay, PayGlobal validates the termination transaction data. The following table shows problems that could occur and the resultant audit log messages.

Message

"Termination transaction must have a reason code, please add one (ignored)"

Problem

Employee's Termination Reason field is blank so termination transaction does not contain a Termination Reason

Solution

You must manually add a Termination Reason in PayGlobal or the pay will not process successfully

Message

"Another termination allowance already exists for employee (ignored)"

Problem

Employee already has a termination allowance transaction in this pay

Solution

Check whether the existing termination allowance transaction in this pay is correct

See also

Import Pay