Streamline Verify - Revision history

Jeffrey at 18:03, 19 June 2023

2023-06-19T18:03:57Z

Jeffrey at 18:35, 21 November 2022

2022-11-21T18:35:49Z

Joel at 18:34, 21 November 2022

2022-11-21T18:34:51Z

Jeffrey at 20:15, 15 November 2022

2022-11-15T20:15:08Z

Jeffrey at 20:13, 15 November 2022

2022-11-15T20:13:29Z

Joel: Created page with "Include a facility column in the export file if softwae Has Facility LaborLevel and making one file for all faciliteis togather (see options tab) The export file goes in the ..."

2022-11-15T18:24:00Z

Created page with "Include a facility column in the export file if softwae Has Facility LaborLevel and making one file for all faciliteis togather (see options tab) The export file goes in the ..."

New page

Include a facility column in the export file if softwae Has Facility LaborLevel and making one file for all faciliteis togather (see options tab)

The export file goes in the Export folder and will be named LicenseeName.csv. unless it's a multi facility creating saparate files in which case it will be named with the FacilityLaborLevelDescription.

If FacilityColumn "Facility,ID,First Name,Middle Name,Last Name,DOB,SS #,Certification / License #,Certification / License State"
Otherwise "ID,First Name,Middle Name,Last Name,DOB,SS #,Certification / License #,Certification / License State"

employees that are ExcludeFromPayrollExport on misc tab are not included in the file

FacilityColumn = Facility.LaborLevelDescription

Users who try to run the report but don't have access to SSN will get "No SSN auth." filled in the ssn column

After file is created in the export folder it will upload it to streamlineftp.ftptoday.com using the a facility specific login provided by Streamline.

Note that when the file get uploaded it will be renamed to just streamline.csv and the original file name from above will be used to find the folder that it should into on their ftp site. We need to make sure to create a folder under prod and name it exectly as the file name that we get in our export folder but without the extention.

It will upload it to prod / LicenseeName or FacilityLaborLevelDescription / streamline.csv

@@ Line 14: / Line 14: @@
 After file is created in the export folder it will upload it to streamlineftp.ftptoday.com using the a facility specific login provided by Streamline. Please note that Streamline Verify will need to provide the credentials for the FTP site and once it is provided the software will need an update in order for the upload to work.
-Note that when the file get uploaded it will be renamed to just streamline.csv and the original file name from above will be used to find the folder that it should into on their ftp site. We need to make sure to create a folder under prod and name it exectly as the file name that we get in our export folder but without the extension.
+Note that when the file get uploaded it will be renamed to just streamline.csv and the original file name from above will be used to find the folder that it should into on their ftp site. We need to make sure to create a folder under prod and name it exectly as the file name that we get in our export folder but without the extension. Please note that the file will be converted to lowercase and no spaces and the folder name in the SFTP site needs to match exactly to the file name.
 It will upload it to prod / LicenseeName or FacilityLaborLevelDescription / streamline.csv
 Streamline Verify would normally want it scheduled once a month on the 7th of the month. The date range for the report should be current day.

← Older revision		Revision as of 18:35, 21 November 2022
Line 18:		Line 18:
	It will upload it to prod / LicenseeName or FacilityLaborLevelDescription / streamline.csv		It will upload it to prod / LicenseeName or FacilityLaborLevelDescription / streamline.csv

−	Streamline Verify would normally want it scheduled once a month on the 7th of the month.	+	Streamline Verify would normally want it scheduled once a month on the 7th of the month. The date range for the report should be current day.

← Older revision		Revision as of 18:34, 21 November 2022
Line 17:		Line 17:

	It will upload it to prod / LicenseeName or FacilityLaborLevelDescription / streamline.csv		It will upload it to prod / LicenseeName or FacilityLaborLevelDescription / streamline.csv
		+
		+	Streamline Verify would normally want it scheduled once a month on the 7th of the month.

@@ Line 1: / Line 1: @@
-Include a facility column in the export file if softwae Has Facility LaborLevel and making one file for all faciliteis togather (see options tab)
+Include a facility column in the export file if software Has Facility Labor Level and making one file for all facilities together (see options tab)
-The export file goes in the Export folder and will be named LicenseeName.csv. unless it's a multi facility creating saparate files in which case it will be named with the FacilityLaborLevelDescription.
+The export file goes in the Export folder and will be named LicenseeName.csv. unless it's a multi facility creating separate files in which case it will be named with the Facility Labor Level Description.
 If FacilityColumn "Facility,ID,First Name,Middle Name,Last Name,DOB,SS #,Certification / License #,Certification / License State"
@@ Line 14: / Line 14: @@
 After file is created in the export folder it will upload it to streamlineftp.ftptoday.com using the a facility specific login provided by Streamline.
-Note that when the file get uploaded it will be renamed to just streamline.csv and the original file name from above will be used to find the folder that it should into on their ftp site. We need to make sure to create a folder under prod and name it exectly as the file name that we get in our export folder but without the extention.
+Note that when the file get uploaded it will be renamed to just streamline.csv and the original file name from above will be used to find the folder that it should into on their ftp site. We need to make sure to create a folder under prod and name it exectly as the file name that we get in our export folder but without the extension.
 It will upload it to prod / LicenseeName or FacilityLaborLevelDescription / streamline.csv