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Contents of the Import Employee Leave And Deductions Screen

Use the fields and options to configure the Import Employee Data screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Options

Input File

Field Description
File Name

Enter the name of the input file you are processing.

File Location

Enter the location of the input file you are importing. There are two ways to do this:

  • In the File Location field, enter, or click to select, the alternate file location where the input file is located. Alternate file locations are set up in the Manage Alternate File Locations screen.

    or

  • From the Global Menu, click Process > File Upload. On the File Upload Manager dialog box, click Browse and use the dialog box to select the file you want to import. If you select the Overwrite check box, Costpoint will overwrite any file of the same name that already exists in the Costpoint database. Click Upload when you are finished. If you use this method, leave the File Location field blank. For more information about the File Upload Manager, see the File Upload Manager topic in the Getting Started Guide.
File Format

From the drop-down list, select the file format of the input file you are processing. Valid options are:

  • Comma-Separated Values
  • Fixed-Length
Truncated Values

From the drop-down list, select the action to be performed when an input file field is too long for the target database column. Valid options are:

  • Always truncate: If you select this option, values that are too long are always truncated without a warning. A warning message is written to the Error Report.
  • Never truncate: If you select this option, values that are too long are never truncated. The record is rejected and an error message is written to the Error Report.
  • Warn before truncation: If you select this option, a warning appears when a value that is too large is encountered in the input file. You are given the option to truncate the value or reject the record.

This field is enabled only when you select Comma-Separated Values as the File Format.

Override Leave Type from Leave Table

Select this check box to use the Leave Type associated with the Leave Code in the Costpoint Leave Table, instead of the Leave Type from the input file.

Do not select this check box if you want to use the Leave Type from the input file.

Sort By

Field Description
1st Sort

From the drop-down list, select the sort order of the data on the report. Valid options are:

  • Employee ID: Select this option to sort by employee ID.
  • Deductions, contributions, leave: Select this option to sort by data type.
  • Input Sequence: Select this option to sort by the sequence from the input file.

Import and Print Employee Leave and Deductions

Click and select one of the following options to read the input file, validate the data, and insert the data into the Costpoint employee tables (EMPL_DED, EMPL_CNTRB, and EMPL_LV_ACCRL).

  • Print/Import Employee Leave and Deductions: import employee leave and deductions file.
  • Batch Print/Import Employee Leave and Deductions: specify a time and date to import employee leave and deductions file.

Afterwards, the Audit Report and Error Report (if errors exist) print.