Difference between revisions of "Streamline Verify"
(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 ...") |
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| − | Include a facility column in the export file if | + | 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 | + | 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" | If FacilityColumn "Facility,ID,First Name,Middle Name,Last Name,DOB,SS #,Certification / License #,Certification / License State" | ||
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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. | 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 | + | 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 | It will upload it to prod / LicenseeName or FacilityLaborLevelDescription / streamline.csv | ||
Revision as of 20:13, 15 November 2022
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 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" 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 extension.
It will upload it to prod / LicenseeName or FacilityLaborLevelDescription / streamline.csv
