Equus Software

Equus Platform Imports/Exports & Templates

The Compensation Accumulator Simple Format Import Wizard streamlines importing compensation data into the Equus Platform with minimal data manipulation required

Utilizing the Comp Accum Simple Format Import Wizard

Compensation Accumulator Simple Format Import and Comp Accumulator Simple Format Import by PaySource

The Batch Authorizations Import feature creates authorization records and employee moves/assignments in the Equus Platform by matching employees via System Number or Email Address

Batch Authorizations Import

The Batch Authorizations Import feature requires CSV files with specific formatting rules, header rows, and input parameters like Group Name and Authorization Template

General Import Info for Batch Authorizations Import

Batch Authorizations Import allows you to upload authorization data via CSV files with specific formatting requirements, command actions, and field structures

Batch Authorizations Import - Technical Details

This article documents the supported database tables and field formats for batch authorization imports, including proper input values for country, currency, boolean, and lookup fields

Supported Fields and Example files

The Business Travel Import feature allows bulk addition of business trip records, including moves, destinations, and activities, to the Equus Platform at the company level

Business Travel Import

The Group What-If Cost Estimate Import feature allows efficient bulk generation of group cost estimates by importing multiple role details in a single file

Group What-If Cost Estimate Import

Group What-if Cost Estimate Import

The Payroll System Contact Flexible CSV Import enables inserting and updating payroll system contacts in your company through flexible CSV file uploads

Payroll System Contact Flexible CSV Import

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