Importing Auto Holiday Pay Rules
You can use the Auto Holiday Pay Rules import template to import auto holiday pay rules 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 rules, do the following:
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From the Client|Change menu, select Auto Holiday Pay Rules. |
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On the Auto Holiday Pay Rules form, click Import to launch the Data Import Tool form. (This button displays for all user roles except Inquiry Only.) |
The Auto Holiday Pay Rules import template option and its tabs/fields automatically display when you access this template directly from the Auto Holiday Pay Rules 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:
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Description |
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Column Number
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The corresponding column number for the imported data.
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Category Description
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Client ID (required): Unique identifier for the client. |
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Employee Type: Type of employee. |
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Pay Method: Method by which the employee will be paid. |
Note: The Variable Salary option in the Pay Method field on the Employee Details form only displays if the VARSALMETHOD custom feature code is enabled on the System Parameters form.
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FLSA Exempt: FLSA exempt status. |
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Pay Group: Pay group assigned to holiday. |
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Pay Code (required): Pay code assigned to holiday. |
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Number of Hours (required): Number of holiday hours. |
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Required?
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Indicates if the field is required.
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Note the following when using the Auto Holiday Pay Rules import template:
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Users whose user role is set to DENY for the Auto Holiday Pay form cannot view the Auto Holiday Pay Rules import template in the Data Import Tool. |
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Users whose user role is set to INQUIRY for the Auto Holiday Pay form, but whose user role is also set to DENY for the Data Import Tool cannot view the Import Rules link on the Auto Holiday Pay form. |
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Users whose user role is set to INQUIRY for the Auto Holiday Pay form can view the Auto Holiday Pay Rules import template for Miscellaneous Invoice, but cannot import data. |
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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. |
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Users who do not have access to a particular company through client access groups are unable to import data into that company. |
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The system appends imported rules to the end of the existing rule list. |
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The import process ignores duplicate data. |
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