How to import yearly employee accumulators

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
  • Payroll
  • Employee Accumulators
  • Import Yearly Employee Accumulators
Cause


Resolution
  1. Create the 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.
  2. Go to Employee Accumulators (Payroll>Payroll Administration>Employee Accumulators)
  3. Click Import in the toolbar.
  4. Click Custom Templates. Click New Template to create the Custom Template to match the Import file fields.  
    1. Give the Template a name, define the delimiter if applicable (Other, then define a comma (,) if using CSV),  Select the file by clicking Browse, leave the checkboxes for File contains headers and Attempt field matching based on headers unchecked. 
  5. Go back to Import screen.
  6. Click Define.
  7. Select the Template from the drop down. Select the browse option to locate the saved excel or CSV file.
  8. Define applicable Year, Type and Pay/Deduction. 
  9. Click Accept. 
  10. Select preferred output option. Click Ok.
  11. Review Proof report carefully before posting. 
Additional Information

- Utilizing Flexible Import and Exports 

- Import Yearly Accumulators

  • 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.