Description of Issue

We have several insurance deductions that didn't pull into our projection, why didn't they pull in?

Context

Munis
Salary and Benefit Projections
2017.1+

Cause

Insurance deductions that didn't pull into the projection were end dated prior to the projection start date.

Resolution

Manually update the end date

Access Employee Deductions: Payroll > Employee Maintenance > Employee Deductions
Search on the deduction record > click Update
Enter an end date that is after the projection start date, or equal to the projection end date
Click Accept
Repeat for other impacted records
Recreate the projection

Import deductions into the projection:

Access Employee Deductions: Payroll > Employee Maintenance > Employee Deductions
Search for the deductions that didn't pull into the projection and select the Excel output icon
Enable the desired fields you wish to include on the import (at minimum must include employee number, deduction code, start date, and end date)
1. Where these are insurance deductions also include the insurance carrier, coverage, plan and level
2. add a header for Action at the end of the file and define with a value of A for each cell
Access Employee Import from your projection: Human Resources > Position Control and Budgeting > Salary and Benefit Projections > Projection Start and Status > Salary Projection Processing > Projection Employee Import
Click Custom Templates > New Template > > Employee Deduction Import > Click OK > enter a file name, select the flat file type
Click Browse select the export file you created from Employee Deductions
Enable the settings for First line contains headers and Attempt field matching based on headers > Click Upload
Verify the column headers on the template match the column headers on the Excel file
1. If they don't select the appropriate header from the drop-down to match the file
Click Save
Return to the Employee Import screen > click Define > Enable Employee Deduction Import > Select your template from the drop-down and select your import file > Enable First line contains headers > Click Accept

Additional Information

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