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    Imports Page
    • 14 Nov 2024
    • 2 Minutes to read
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    Contents

    Imports Page

    • Updated on 14 Nov 2024
    • 2 Minutes to read
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    Article summary

    The Imports page displays in progress and completed pay run imports for earnings and deductions. Here, users can view, complete, and add earning and deduction imports.

    Navigation

    The Imports page can be opened from both the Payroll Overview page as well as any Pay Run Details page.

    Payroll Overview Page

    1. Navigate to the Payroll Overview page.

    2. Click Imports in the top right corner.

    Pay Run Details Page

    1. Open the desired Pay Run Details page.

    2. Click Imports in the top right corner.

    Security

    The following permissions are associated with the Imports page:

    • Payroll

      • Workforce Payroll

        • Payments

          • View Payments

          • Edit Payments


    These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

    Imports Page Buttons and Fields

    Button/Filed

    Description

    1

    Back Button

    Navigates to the previously opened page; either the Payroll Overview page or the Pay Run Details page.

    2

    Payroll Company Selector

    The payroll company associated with the pay runs for the displayed imports.

    3

    +Add Button

    Opens the payroll Add Import wizard. The Add Import wizard is used to import earnings or import deductions.

    4

    Search

    Filters the File Name column for the entered text.

    5

    Smart Grid Controls

    Table ViewsSave/edit table views.
    FilterFilter column information.
    ColumnsRearrange table columns.
    ExportExport the table to a .csv file.
    RefreshRefresh the table.

    Learn more about working with Smart Grids.

    6

    Import

    Details for the imported file. Click to open the associated Earnings Import Details page or Deduction Import Details page for the import file.

    By default, imports are sorted by the date added with new imports at the top.

    7

    Trashcan Button

    Deletes the imported file.

    Imported files can only be deleted when the associated pay run’s status is ‘Pending’.

    Grid Columns

    Column

    Description

    Date Added

    Date import template was uploaded.

    Pay Period

    Date range of the associated pay run.

    Description

    Description for the associated pay run.

    File Name

    File name of the uploaded import template.

    Type

    Type of import; earnings or deductions

    Status

    Status of the import:

    In Review - Import template has been uploaded and is awaiting error review and completion.

    Validating - Indicates that the Add Import wizard was closed while import validation was in progress. The status will automatically update to ‘In Review’ when the validation is complete.  

    Imported - Import template has been completed and the contained earnings or deductions have been imported to the associated pay run.

    Valid Rows

    Number of rows without errors and the total number of rows in the uploaded import template.

    Only rows without errors will be imported to the associated pay run.

    Pay Run Status

    Status of the pay run that the earnings or deductions are imported to.

    Pending - No payments in the pay run have been finalized.

    Needs Attention - One or more payments within the pay run has an error that must be resolved before the pay run can be finalized.

    Paid - All payments in the pay run have been paid.

    Partially Paid - Some but not all of the payments in the pay run have been paid.

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