Employee Accrual History Import - EERP Versions 2021 and Higher

How to complete Accrual History Import in ERP versions 2021.1 and up

• EERP Version 2021 and higher

• Employee Accruals

• Employee Accruals History

1. Go to Employee Accruals. (Payroll>Accrual Processing>Employee Accruals)

2. Click on History in the Menu.

   1. If you want to export a selection of employee records to include employee number, accrual Type, Table, etc on your file, bring up the necessary records into the active find set.

3. Click Excel in the Menu.
   

   1. If you want to update the filed choices, select Select None then check the boxes of your desired fields.

4. Click Accept.

5. Define or update necessary fields for importing. Save .xlsx file. 

6. Go back into Employee Accrual History. Click Import in the menu.

7. Click the Define button.

8. Select the template desired from the dropdown selection.

   1. If a template has not been created, select Custom Templates.

   2. Click New Template. Define a name for the template,  leave delimiter as none if using an .XLXS file, if using a .CSV file, select Other and define a comma (,) in the File Delimiter field.

   3. Select Browse under Input File, and upload the import file.

   4. If your import file contains headers, click the checkbox for First line contains headers.

   5. Check the checkbox for Attempt field matching based on headers. This helps the program create the template for you.

   6. Click Upload

   7. Choose or verify the headers are correct, then click Save. 

   8. Close out of Custom Templates screen back to the Employee Accrual History Import.

9. Select the saved excel file.

10. Review Employee Accrual History Import Proof for accuracy.

11. Post Records prompt will ask, Would you like to post to Employee Accrual history? Click Yes.

Accrual History Import