The Compensation Accumulator Import Wizard is a feature designed to streamline the process of importing compensation data into the Equus Platform. The wizard eliminates the need for extensive data manipulation, allowing you to import original payroll files with minimal effort.
The Compensation Accumulator Import Wizard can be accessed via the Company Import Process screen. You can initiate the wizard by clicking the
button available under these options:
Note - Necessary access rights must be configured to see the button and access the Import Wizard.
Comp Accumulator Simple Format Import by PaySource
This import process is designed for compensation accumulator information linked to a specific payroll system. Before uploading the file, the wizard screen requires a few initial setup steps to be completed.
After clicking the
, an new tab will open that contains the Import Wizard screen. To upload the file, the wizard requires to fill out the necessary fields. You can enter the ff. details for:
Description - Description of File: to be uploaded (e.g., 'July Payroll - Canada')
Payroll System - The payroll system associated with the data being uploaded (e.g., ‘Canada Monthly Payroll’)
Exchange Rate Date - Specify the date from which the Equus platform should use uploaded exchange rates
Select Date from Import File - Choose this option if the uploaded file contains the date for the exchange rate
Specify Exchange Rate Date - Choose this option if the uploaded file does not contain exchange rate date information. If selected, specify the exchange rate date in the field provided.
Identifier Field - (Unique Identifier) The unique identifier in the uploaded file that allows the Equus Platform to identify assignments and associate compensation accumulator data with the correct assignment.
Options include:
Assignment ID
Employee ID
Employee System Number
From Employee ID
From National ID Number
From Payroll ID
From Social Insurance ID
From National Tax ID
From Country
To Employee ID
To National ID Number
To Payroll ID
To Social Insurance ID
To National Tax ID
To Country
Identifier Field 2 - Secondary Identifier, if multiple identifiers are present in the imported file, specify a secondary identifier from the list above.
Compensation Accumulator Simple Format Import
This import is for compensation accumulator information that is not tied to a specific payroll system.
To upload the file, the wizard requires to fill out the necessary fields. You can enter the ff. details for:
Description - File Description of the file being uploaded (e.g., 'July - Accounts Payable')
Comp Accumulator Data Source - Indicates the source of the comp accumulator data associated with the file being uploaded (e.g., ‘Accounts Payable’)
Exchange Rate Date - Specify the date from which the Equus platform should use the uploaded exchange rates
Select Date from Import File -Choose this option if the uploaded file contains the date for the exchange rate
Specify Exchange Rate Date - Choose this option if the uploaded file does not contain exchange rate date information. If selected, specify the exchange rate date in the field provided
Identifier Field - Unique Identifier: Specify the unique identifier contained within the uploaded file that allows the Equus Platform to identify assignments and associate compensation accumulator data with the correct assignment.
Options include:
Assignment ID
Employee ID
Employee System Number
From Employee ID
From National ID Number
From Payroll ID
From Social Insurance ID
From National Tax ID
From Country
To Employee ID
To National ID Number
To Payroll ID
To Social Insurance ID
To National Tax ID
To Country
Identifier Field 2 - Secondary Identifier: If multiple identifiers are present in the imported file, specify a secondary identifier from the list above.
The key difference of this import from the previous one is that the Comp Accumulator Simple Format Import does not support wage codes and only supports global accounts.
Import Wizard
After filling out the necessary information, the
button will become available. Once clicked, you now upload the document via:
Drag and drop a file in one of the listed formats to upload it,
Select it using the
button.
Select the row of the import file that contains the header information for each column of data. Typically, this will be the first row.
Click the
button after selecting the desired header. The wizard will attempt to match the columns of the file-data to the corresponding fields in the Equus platform. If a column cannot be automatically mapped, a yellow icon will appear, indicating that the data will not be included in the transformation.
You can then choose to either map the column by selecting an option from the ‘Select’ dropdown, or leave the column out for final import.
After all columns have been checked or mapped, click the
button. This will proceed to the Review Entries step.
In the Review Entries step, you can identify any errors in the uploaded data. Errors are highlighted in red and can be grouped using the ‘Error Rows’ toggle at the top of the screen. Hovering the cursor over an error will display the cause of the error. For example, the error might indicate that there is no active global account, sub-account, or wage code for the inputted data.
Wage codes and sub-accounts will automatically be mapped to system-level accounts for the import process. If a wage code has not been provided in the payroll system, an error will be shown.
If a wage code has been entered in the payroll system, the cell will turn blue. Hovering over the cell will display the initially entered wage code and inform the user that it has been automatically changed to an account code.
To save a record of the data file after the transformation has occurred, click the
button in the top right corner. This will provide you with an Excel file containing all the error codes and notices of wage code mapping visible within the wizard.
The final step is to complete the import by clicking the
button at the bottom of the page. To ensure all errors are resolved in the file before submitting the data, a prompt will appear to confirm the data has been reviewed. Rows with errors will not be imported.
Once import process has initiated, the import process will start, and you will be redirected to the Import Details screen.
Imported file be downloaded from the Import History screen after import is completed. A link appears to 'View Original Import Wizard Data' once file is formatted in the wizard and imported. This will help user to see if changes were made after the import process.
Things to Note
User preference will be saved per user after a successful import for future use.
When you select the Comp Accumulator Simple Format Import by PaySource for the first time and chooses a payroll system, exchange rate date, Identifier Field, and Identifier Field 2 values, these values will be stored as default values. The next time you access the same import, these stored values will be pre-filled with the previously selected values.
When you select the Compensation Accumulator Import for the first time and chooses a Comp Accumulator Data Source, an Exchange Rate Date, Identifier Field, and Identifier Field 2, these values will be stored as default values. The next time you access the same import, these stored values will be pre-filled with the previously selected values.