Page Comparison

Description

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

Once saved, columns may be added to the format.

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1. Display Name - The name that will show on the file
2. Format - Currently only for date fields. You may select an option or enter a format using the rules shown in Date Formats 56819746.
3. Invisible - This is explained in Invisible Fields56819746.

Save changes by clicking the Save button, click the Close button to cancel.

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You'll notice there are no dates for the payments, these will be defaulted if not provided, see Default Dates56819746 

To add dates for each column:

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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.