Import Supplements allows authorized users to create employee supplements in bulk by uploading a CSV file. After selecting a fiscal year and uploading the file, users can review the import results, validate supplement and allocation data, resolve any errors, and accept the import to create the supplements. All standard supplement validation rules are applied during processing.
1. In the Human Resources menu, click Import Supplements.
2. Select the Fiscal Year from the pull-down to determine the fiscal year in which the imported employee supplements will be created.
3. Click Choose File to browse for and select the CSV file containing the employee supplement information to import.
4. Locate and select the CSV file, then click Open.
5. Click Upload.
6. Click Employee to open the Employee screen.
7. Select or deselect the FICA, Ret, and Ins check boxes to override the corresponding deduction settings for the imported supplements.
8. Select the applicable account elements, such as Facility, Fund, Object, etc. to define the accounting strip used for the supplement allocation.
9. Click Accept to officially import supplements.
If errors are present in the uploaded file, the Status displays as ERROR and details about the issue are displayed in the Errors column. Correct the errors in the file, then upload the file again to continue the import process.
