Sample File
File Requirements
The Pay Register Primary and Secondary Import screen is available under the Import menu on the Company tab.
The Pay Register Primary and Secondary Import is very similar to the Standard Pay Register Import that allows users to import pay register data for multiple assignments for a specific payroll system and pay period/pay date. Using this import, users can import data for assignments Primary and Secondary Payroll Systems in the pay register
The user may specify which status pay registers should be created. A pay register must be in Approved status to be available for shadow payroll reporting or the global statement of earnings report. The existing methods for updating the status of a pay register is to Approve the pay registers individually on the Pay Register screen, or utilize the Pay Register Approval Batch. A system preference exists to override this setting and create pay registers automatically in Approved status. The system preference code is PYRGDEFSTT and the name is - Pay Register Default Status.
The pay register import will create both the pay register header records and the pay register line records. An additional system preference drives how a pay register import will react to duplicate records. The default setting is to allow duplicates and create them as manual adjustments to a pay register. The other option is to report the duplicate as a warning in the error log. The system preference code is PYRGDUPPRF and the name is - Pay Register Duplicate Preference.
Wage codes are a prerequisite for running the import. If more than one account has the same wage code, then a “Primary Wage Code for Import” must be set on the Wage Code tab of the payroll system. The import will create records for the primary or secondary account, whichever is utilized, if multiple accounts have the same wage code.
Upon successful completion of a Pay Register Primary and Secondary Import for a payroll system and pay period/pay date, the pay register status for the pay period will be updated to Complete.
Currently, the pay register status is only informational. Pay registers can be imported for any pay period that is set-up for the payroll system chosen.
The pay register import file format is comma-delimited and requires the following fields:
TABLE_NAME
FIELD_NAME
IDENTIFIER VALUE
WAGE_CODE_WHEN_PRIMARY (when the payroll system selected is the assignment'primary) or
WAGE_CODE_WHEN_SECONDARY (when the payroll system selected is the assignment’s secondary)
AMOUNT
Note - If the payroll system used in the import relates to an employee's primary payroll the Wage Code you must use should be the Primary Wage Code. And if the import relates to an employee's secondary payroll the Wage Code should be the Secondary Wage Code.
The TABLE_NAME / FIELD_NAME combination is the assignment identifier for the import. Available values are as follows:
TABLE_NAME | FIELD_NAME |
ASSIGNMENT | ID |
ASSIGNMENT | EMPLOYEE_ID |
ASSIGNMENT | NUMBER |
ASSIGNMENT | FROM_EMPLOYEE_ID |
ASSIGNMENT | FROM_NATIONAL_ID_NUMBER |
ASSIGNMENT | FROM_PAYROLL_ID |
ASSIGNMENT | FROM_SOCIAL_INSURANCE_ID |
ASSIGNMENT | FROM_NATIONAL_TAX_ID |
ASSIGNMENT | TO_EMPLOYEE_ID |
ASSIGNMENT | TO_NATIONAL_ID_NUMBER |
ASSIGNMENT | TO_PAYROLL_ID |
ASSIGNMENT | TO_SOCIAL_INSURANCE_ID ASSIGNMENT TO_NATIONAL_TAX_ID |
Things to Note
Standard Pay Register Data Import will work the same and will only support primary pay register wage codes and data
The Automatically Import to Pay Registers feature that can copy Comp Worksheet data into the Pay Register can only support adding primary pay registers from the comp worksheet