Imports Page

Beta
The Pay Run Experience has been updated to support Payroll Calendar and is currently in beta.
Learn about the new Pay Run Experience.
See documentation for the legacy Pay Run experience.

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

Navigate to the Payroll Overview page.
Click Imports in the top right corner.

Pay Run Details Page

Open the desired Pay Run Details page.
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

Back Button

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

Payroll Company Selector

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

+Add Button

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

Filters the File Name column for the entered text.

Smart Grid Controls

	Table Views	Save/edit table views.
	Filter	Filter column information.
	Columns	Rearrange table columns.
	Export	Export the table to a .csv file.
	Refresh	Refresh the table.

Learn more about working with Smart Grids.

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.

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.