Importing Auto Holiday Pay Days

You can use this import template to import auto holiday pay days to reduce the amount of manual work required.

Note: This import template is only available to service providers.

To upload and import auto holiday pay days, do the following:

Select Client.

From the Client|Change menu, select Auto Holiday Pay. The Auto Holiday Pay form displays.

Click Days. The Auto Holiday Pay Days form displays.

On the Auto Holiday Pay Days form, click Import

to launch the Data Import Tool form. (This button displays for all user roles except Deny.)

The Auto Holiday Pay Days import template option and its tabs/fields automatically display when you access this template directly from the Auto Holiday Pay Days form.

You can navigate directly to the Data Import Tool by clicking (Back Office), then select Data Import Tool on the Operations|Import Processing menu.

When you select the import template that you want, the required file layout displays in the form. Before you can upload and import data, your file must be saved in either comma-separated values (.csv) tabular format or text tab delimited (.txt) format with no spaces or special characters in the file name. (Note: You can click Download Sample Header File to download a sample Excel data file in .csv format, which can be saved in either .csv or .txt format before importing it.)

The layout requirements are:

Field

Description

Column Number

The corresponding column number for the imported data.

Category Description

•

Client ID (required): Unique identifier for the client.

•

Date (required): Date that applies to employee holiday time.

Required?

Indicates if the field is required.

Note the following when using the Auto Holiday Pay Rules import template:

•

Users whose user role is set to DENY for the Auto Holiday Pay Days form (accessed by selecting Days on the Auto Holiday Pay form) cannot import data using the Auto Holiday Pay Days import template and subsequently, the Data Import Tool icon will not display on this form.

•

Users whose user role is set to FULL or INQUIRY for the Auto Holiday Pay Days form (accessed by selecting Days on the Auto Holiday Pay form), but whose user role is also set to DENY for the Data Import Tool cannot view the Import icon on the Auto Holiday Pay Days form.

•

Users whose user role is set to INQUIRY for the Auto Holiday Pay Days form (accessed by selecting Days on the Auto Holiday Pay form) can view the Auto Holiday Pay Days import template, but cannot import data.

•

Users whose user role is set to INQUIRY for the Data Import Tool can view the form and import template options, but cannot import data.

•

Users who do not have access to a particular company through client access groups are unable to import data into that company.