Streamline Verify

From sbv.wiki
Revision as of 18:24, 15 November 2022 by Joel (Talk | contribs)

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

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