How to schedule the Employee Import report



Description of Issue

Instructions on how to create a scheduled job for the Employee Import

Context
  • Payroll
  • Employee Import
  • Scheduler
Cause
  • Informational/How To
  • Client would like to automate the creation of this import
Resolution
  1. Create a CSV file with the file name that will be used every time a new file is uploaded. 
    1. Example: file name would be prempimp0001 (This is the file that will need to be replaced to pull the import data from each time it runs)
  2. The file needs to be saved on the Munis App Server to the Import Directory folder.
    1. Typically located in:  \musys\import_Prod or \musys\import_Live
  3. To schedule the Employee Import to run automatically start by navigating to Employee Import in Munis
    •  Menu →  Human Capital Management → Payroll → Employee Maintenance → Employee Import
  4. Select Define
  5. On the Execute this report field select the option At a scheduled time
  6. Define the rest of the screen to include the employees that you want in the report and click Accept
  7. Enter the Description or leave it as Employee Import
  8. Enter the date and time you want the first report to be created
  9. Select the Recur box. Select how frequently the report should run, the time, and how long the report should keep running for and select OK
  10. Select the Notify box. Enter the users who should be notified once the report has been completed and select OK
  11. Select the Output box. Change what the file name is called. The [nnnn] represents the numbers that will be inserted each time the report is created select OK to continue
  12. Once the scheduled job has been define hit OK to create it.
  13. Using the example in Step 1, the first time the import runs it will create file prempimp0001.
    1. Say the import is scheduled to run each night, if the data in the file needs to be updated, the file on the Server in the Import Directory for prempimp0001 will need to be replaced or data will need to be updated and saved with that same file name. 
Additional Information
  • Please reach out to Munis Payroll Support with any additional questions