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.

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Using the image above as an example, the import CSV file will not contain a Workgroup column. When the file is imported, a Workgroup column will be added, all rows will be set to the Invisible Value (PAY001)

Find and Replace

Image Added

Find and Replace allows us to substitute specified values found in the given column with something else. In the example above, the - sign will be blanked out upon importing the contents of the Address 5 column.

If you'd like the value specified in the Find field to be matched and substituted even if it's part of a longer word, it's necessary to untick the Match Entire Find Value checkbox.

For example, when importing files that contain monetary values, it's possible to blank out the £ sign preceding an amount by inserting it into the Find field, leaving the Replace field empty, and unticking the Match Entire Find Value checkbox.

Defined Columns

Employee Adjustment, Employee Pay and Employee Pay Element Rate pages only.

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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.