Content Comparison

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1. Ignore Blanks - This is checked by default. If unchecked, blank fields will no longer be ignored. E.G. a blank Address 1 field will update the value to be blank.

2. Ignore Employee Validation - This is an additional validation check for a file with a surname and NI number fields before importing files to the system using the custom importer.

3. Ignore Headers - Column headers are checked by default. Uncheck this to ignore. The correct number of columns is still required.

4. Locked - This currently stops a format from being deleted. This may be updated to fully lock the format.

5. New Starter Validation - This will only allow new employees to be inserted or updated. An error will be displayed if the import attempts to update a current employee.

6. Header rows - If your file has multiple headers, enter the number of headers in here.

7. Footer - Data preceding the first matching footer will be considered for import, and any data following the footer will be ignored. If a value is entered, the import process will halt before the first row that matches the footer text. For example, if you enter total in the footer field, the system will match the complete string total and import only the valid data prior to the footer.

   Additionally, a regular expression pattern can also be provided in the footer field, starting with ^ (matches the beginning of a line) or $ (matches the end of a line). For example, ^total matches any string starting with total, such as total, total sum, total amount, while $pay matches any string ending with pay, such as pay, total pay, basic pay, etc.

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Formats are validated when selected and saved.

Errors:

1. Field Value must also be present in a Pay Element column.

   1. Ensure non pay element Employee Pay/Ded or Adjustment fields have a matching pay element when using defined fields (setting the Field Value and Imported Field Value).

2. Field Value and Imported Field Value is required for all Page fields when set.

   1. If one of these values is populated for a field, they must both be set.

3. Pay element can only be used for one pay element field per page.

   1. The pay element field is what drives defined fields, multiple instances are permitted but they must have different pay element(s) as Field Values.

4. This field must only occur once. (permitted for multiple instances (pay element))

   1. Only certain fields may be selected more than once for a format:

      1. Pay Element

      2. Date Of Change

      3. End Of Payment

      4. Rate Effective Date

      5. Pay Element

      6. Units

      7. Rate

      8. Reference Only

      9. Pay Element

5. There is already another instance of this field with the same Field Value.

   1. This is for non pay element fields from Employee Pay/Ded or Adjustment. We must only have one per pay element. E.G. we can’t have two Date Of Change fields for the same pay element.

6. Student Loan/Postgraduate Loan Table needs all required fields relevant to STL or PGL.

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If a rate is not provided, the employee will need to have a rate in Employee Job or Pay Element Rates.

FAQ

Employee not found when creating a starter

If an employee starter fails validation, subsequent pages will also fail validation due to the employee not yet existing. Fix the errors with the employee page first and attempt a What If report or Import again.

The import failed, I've fixed the issues with the file but when I click the green import button again it fails with the same error

Import the CSV file again using Select File and Import. Click the green import button on the new import.

Strange error messages

There may be an issue with the format. Click the Download Detail button to download a CSV showing all field settings. This is usually a Defined Column not having a Field Value or Imported Value Field set correctly.

Cannot Update Left Employees

To prevent accidental updating of employees who have left, the following error will show "Left employees cannot be updated through the importer.". To allow left employees to be updated, Reinstate Employees for Payments After Leaving may be checked on Company – General.