Difference between revisions of "Accrual Balances Import"
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| − | The accrual balances import adds or updates the accrual balance or starting balance. If you are using the Accrual Validation module, then it adds/updates the accrual balance. If you are using the Accruals module, then it adds/updates the starting balance. If there is already a record for the employee (for the same accrual pay type), then it will update the date and the hours on that record. Otherwise, a new record is added. | + | The accrual balances import adds or updates the accrual balance or starting balance. If you are using the Accrual Validation module, then it adds/updates the accrual balance. If you are using the Accruals module, then it adds/updates the starting balance. If there is already a record for the employee (for the same accrual pay type), then it will update the date and the hours on that record. Otherwise, a new record is added. An accrual balances import is identified by the sheet name or file name containing the words "Accrual Balances". |
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Revision as of 03:28, 2 May 2016
The accrual balances import adds or updates the accrual balance or starting balance. If you are using the Accrual Validation module, then it adds/updates the accrual balance. If you are using the Accruals module, then it adds/updates the starting balance. If there is already a record for the employee (for the same accrual pay type), then it will update the date and the hours on that record. Otherwise, a new record is added. An accrual balances import is identified by the sheet name or file name containing the words "Accrual Balances".
| Column Type | Identifiers | Notes | Required |
|---|---|---|---|
| Employee ID | Employee ID, Emp ID, ID | Yes | |
| Accrual Pay Type / Hours | Accrual Pay Type ID | The column header identifies the accrual pay type. The data in each row represents the starting balance for the accrual pay type. | Yes |
| Pay Date | Date, Pay Date | If the pay date column is not supplied, then the pay date will be the date following the end date of the latest closed pay period. | No |
