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.

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

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

• Comma-Separated (CSV): If you select this option, each field is separated by a comma. The final field on each line does not have a trailing comma. Strings are not enclosed in quotes.
• Fixed-Length: If you select this option, each field is of fixed length and must be padded with spaces to the specified field width. You must use this type of file if you are going to import fields that contain commas in the data.
• ADP (MFOUT.xxx): Select this option to import data directly from the ASCII file formats generated by ADP's Full Masterfile Output Utility. The application determines which version of ADP prepared the file and automatically adjusts for the differences in the formats.
• User-Defined: Select this option if you created a unique file layout in the Manage Employee Import User-Defined Format screen. Each field should be separated by a comma and the field position is determined by the layout in the Manage Employee Import User-Defined Format screen.

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.
• 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.

Enter, or click to select, the name of the file to be processed. The error file has the same name with an extension of ".ERR." Do not give the input file an ".ERR" extension, or an error will occur.

Select the value that indicates field deletion.

If the selected value is specified for an existing employee, and the field allows deletions, then the corresponding Manage Employee Information and Manage Employee Salary Information column is deleted upon processing.

If the selected value is specified for a new employee, and the field is not required, then the corresponding Manage Employee Information and Manage Employee Salary Information column is populated with a NULL/blank value.

• NULL ( CSV Format) / Blanks (Fixed/ ADP Format): Select this option if processing a comma-separated file format and a NULL value indicates that a value must be deleted from an existing record.

  Select this option if you are processing a fixed-length or ADP file format and blank spaces indicate that a value must be deleted from an existing record. For example, if you are processing a comma-separated file and no value is specified in the Emergency Telephone field for an employee in the input file, when that input file is imported, the employee's Emergency Telephone number in Costpoint's Manage Employee Information screen is deleted.

• Asterisk (*): Select this option if you are processing a comma-separated file or a fixed-length file format and an asterisk (*) indicates that a value should be deleted from an existing record.  For example, if you are processing an input file and an asterisk is specified in the Emergency Telephone field for an employee in the input file, then when that input file is imported, the employee's Emergency Telephone number in Costpoint's Manage Employee Information screen is deleted.

Use this drop-down list to select what action Costpoint takes when an input file field is too long for the target database column. This field is available only if you selected Comma-Separated in the File Format drop-down list. 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.

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

From the drop-down list, select a default value for rate type. Use this field only when you are using the ADP file formats to import. Valid options are:

• Annual
• Hourly
• Salary

Enter the ADP Date Field Number that contains the hire date. This information is required for ADP processing only. The default is "1."

Enter the ADP Date Field Number that contains the birth date. This information is optional for ADP processing only. The birth date location must be different from the hire date location.

Select this check box if the employee ID from the input file must be mapped to the PR Service ID assigned to a Costpoint employees.  

If this check box is selected, the Import Employee Data screen ignores the Costpoint employee ID and instead uses the PR Service ID to determine which employee records must be updated.  

If the input file's Employee ID matches the PR Service ID for an existing Costpoint employee, that employee's records are updated (employee treated as existing employee). If the input file's Employee ID does not match a PR Service ID for an existing Costpoint employee, a new employee is created and the input file Employee ID is used as the new Costpoint employee ID as well as the PR Service ID assigned to that employee (employee treated as new employee).

If this check box is not selected, the input file Employee ID is mapped to the Costpoint employee ID. If the input file Employee ID matches an existing Costpoint employee ID, that employee's records are updated (employee treated as existing employee). If the input file's Employee ID does not match an existing Costpoint employee ID, a new employee is created and the input file Employee ID is used as the new Costpoint employee ID. The input file Employee ID is also the PR Service ID assigned to that employee (employee treated as new employee).

Select this check box to create a vendor record in Accounts Payable for new employees. If you choose this option, the term ON RECEIPT must exist in the Vendor Terms table in Accounts Payable. The Vendor ID issued to the employee is the same as the Employee ID. For existing employees with vendor records, the following fields are updated in the VEND table:

• EMPL_ID
• VEND_LONG_NAME
• LN_1_ADR
• LN_2_ADR
• LN_3_ADR
• CITY_NAME
• MAIL_STATE_DC
• POSTAL_CD
• COUNTRY_CD

This check box is available only when you select the Add/Update Vendor on the Add/Updated of Employee check box on the Configure Vendor Settings screen.

Enter the password that allows you to make updates to vendor information. This field is available only when the Create Vendor Record check box is selected.

You must enter a password if both the Add/Update Vendor on Add/Update of Employee check box (on the Configure Vendor Settings screen) and the Record Vendor Info Updates check box (on the Configure Accounts Payable Settings screen) are selected.

Select this check box to specify that the application should use Estimated Hours, which were entered in Record 2, to determine the relationship between hourly and annual pay. Otherwise, the application uses the value from the Work Hours in Year field in Record 2.

Select the Update Existing Employees check box if the selected default value overrides data for existing employees. Please note that the default value is used only if a value is not provided in the input file. Clear this check box if the selected default value does not override data for existing employees.

Enter, or click to select, a default value for timesheet cycle.

Enter, or click to select, a default value for leave cycle.

Enter, or click to select, a default value for overtime state.

Enter, or click to select, a default value for worker's compensation.

Enter, or click to select, a default value for pay type.

Enter, or click to select, a default value for general labor category.

Enter, or click to select, a default value for timesheet general labor category.

Enter, or click to select, a default value for employee class.

From the drop-down list, select a default value for employee status. Valid options are:

• Active
• Family Medical Leave
• Inactive Accruing Leave
• Inactive

From the drop-down list, select a default value for Fair Labor Standards Act (FLSA) status. Valid options are:

• Exempt
• Non-exempt

From the drop-down list, select a default value for hourly/salaried status. Valid options are:

• Fluctuating
• Hourly
• Salaried

From the drop-down list, select a default value for employee type. Valid options are:

• Regular
• Part-time
• Temporary

Enter, or click to select, a default value for home organization.

Enter, or click to select, a default value for visa type.

Enter, or click to select, a default value for race/ethnicity code for new employees.

Click and select one of the following options to upload the data into the Costpoint database tables and add new or update existing records.

• Import: import employee information from a text file
• Print/Import Employee Data: import and print H114 information from a text file.
• Batch mode Print/Import Employee Data: import and print H114 information from a text file and specify the start date and time for the import.