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
- Create the Excel import file and save. (.CSV Format is recommended)
- 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. Â
- 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.Â
- 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.Â
- Click Accept.Â
- Select preferred output option. Click Ok.
- Review Proof report carefully before posting.Â
Additional Information
-Â Utilizing Flexible Import and ExportsÂ
- 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.