Description of Issue
I need to add in yearly accumulators for COVID wages for a lot of employees. Is there an import I can use for this?
Context
- Munis
- Employee Accumulators
- Import Yearly Employee Accumulators
Cause
Resolution
- Create the Excel import file and save.
- If in version 11.3 the file must be saved as a .CSV file.
- Create the Custom Template (Version 2018.1 and higher) or Form Definition (11.3) to match the Import file fields.
- See links in Additional Information for further information.
- Go to Employee Accumulators (Payroll>Payroll Administration>Employee Accumulators)
- Click Import in the toolbar.
- Click Define.
- Next to the File field, select the browse option to locate the saved excel file.
- Next to the Form field, click the drop down arrow to select the created Custom Template or Form Definition.
- Define applicable Year, Type and Pay/Deduction.
- If in version 11.3 define the , in the delimiter field.
- Click Accept.
- Select preferred output option. Click Ok.
- Review Proof report carefully before posting.
Additional Information
- Employee Import - Version 11.3
- Utilizing Flexible Import and Exports - Version 2018.1 and higher
- Please note cannot update existing accumulators through the import. Existing accumulators can only be updated manually.
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