Import Pay Period

You can import a payroll file from Import Pay Period when your submission method is Online and Import.

Import Pay Period Header

From the Import Pay Period header options drop-down menu, you will be able to:

Go to Import History – takes you to the Import History panel under the Tools navigational panel. The navigational panel updates to indicate the selected screen. Refer to Import File Setup for additional information.
Go to Import Setup – takes you to the Import Setup panel under the Tools navigational panel. The navigational panel updates to indicate the selected screen. Refer to Import File Setup for additional information.

To import a payroll file, complete the following:

Click Browse Files to select files to import.

Only one file can be imported at one time. Files are scanned or processed one at a time.
When the file status displays as "Ready to process", click Process. The selected file is processed and imported.
After the file has processed, review the File Status.

File Status: The File Status field is read only.

The following file statuses display:

No file selected - Displays before you have selected a file to import.
Uploading file - Displays while file is uploading.
Scanning file - Displays while file is scanning.
File Uploaded - Data only.
Ready to process –The system scanned the file and found no errors.
Processing – The system is processing the file.
Failed - The system found errors during the initial scan or during the import processing.
Completed with Warnings - The system processed the file successfully with no errors, but found issue(s) that generated warnings.
Completed - The system has processed the file successfully with no errors or warnings.

If the file failed during processing, the status will display as "Failed". To review the errors in the file, click the Failed status to display an errors and warnings report.
If the file processed successfully, it is moved to the Import history section of the screen, and its status is either Completed or Completed with Warnings. If the status is the latter, click Status to display the warnings.
If the status is either Completed or Completed with Warnings, you can view the imported checks in Pay Entry by clicking Go to Payroll.

File Name

The File Name field is read only.

The file label and file name, including the file extension, displays if you select a file to import. The path is not included.

Check Date

The Check Date displays if you select a file to import.

If you want to view another check date, select the date from the Check Date drop-down menu.

Description

The Description field is read only.

The description of the pay period associated with the selected check date displays. If the check date is changed, the description information updates to reflect the new date.

Period Start Date

The Period Start Date field is read only.

The period start date of the pay period associated with the selected check date displays. If the check date is changed, the period start date updates to reflect the new check date.

Period End Date

The Period End Date field is read only.

The period end date of the pay period associated with the selected check date displays. If the check date is changed, the period end date updates to reflect the new check date.

Errors and Warning Icon

The Errors and Warning icon displays when a file has a status of ‘Failed’ or ‘Completed with Warnings’.

Click the Error and Warning icon to display a list of errors and warnings for the selected check date.