How to import yearly employee accumulators

Description of Issue

User needs to add yearly accumulators for COVID wages or Employer Paid HSA deductions for a lot of employees so that they can be reported on W-2s. Looking for a way to import that information.
Need to report employer amount of the employer sponsored health insurance on the W2s on Box 12

Context

Cause

Instructional.

Resolution

Create an Excel import file and save. (.CSV Format is recommended)
1. Available options are Employee Number, SSN, Employee Amount, Employer Amount, Employee Gross, Hours, Pay/Deduction.
Go to Employee Accumulators (Payroll>Payroll Administration>Employee Accumulators).
Click Import in the toolbar.
Click Custom Templates.
Click New Template to create the Custom Template to match the Import file fields.
1. Give the Template a name.
2. Define the delimiter if applicable (Other, then define a comma (,) if using CSV; leave as None if using an Excel file).
3. Select the file by clicking Browse.
4. If the file has headers, check boxes for File contains headers and Attempt field matching based on headers.
Click Upload.
If any column names are missing, use the white arrow to select the correct option from the dropdown.
Click Save.
Go back to Import screen.
Click Define.
Select the Template from the drop down. Select the browse option to locate the saved excel or CSV file.
Define applicable Year, Type and Pay/Deduction.
Click Accept.
Select preferred output option. Click OK.
Review Proof report carefully.
Return to Import screen. Prompt will show: xx records found that are eligible to be imported. Continue with import? Click Yes to continue or No to cancel process.

Additional Information

- Utilizing Flexible Import and Exports

Please note - existing accumulators cannot be updated through the import. It can only be used to import new yearly accumulators. Existing accumulators can only be updated manually.

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