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- Go to Payroll > Admin Settings > Interfaces > Import Interfaces.
- Click on the "+ NEW" button to create a new import interface. You will be presented with two options, depending on if your company has or uses labour imports, you will select a different import template.
- Give the category a code and a name.
Select whether the import file has headers or not.
If you are using the "Timesheet Single Category Per Row", select from the following fields and give the fields a corresponding column number in the timesheet import file.
Target Field: Description: Employee Number * The employee ID that is in Harmony that is unique to each employee Category Code * The payroll category (pay code) that is being imported. Work Date The date in which the pay code was paid out. Units The number of units (days, hours, etc.) that are being paid out for the pay period. If you are using Labour, this may correspond to the pay date. Amount The Rate (e.g $15.00 an hour) in which employees are paid. * Indicates a required field
If you are using the "Labour Module", select from the following fields and give the fields a corresponding column number in the import file.
Target Field: Description: Employee Number * The employee ID that is in Harmony that is unique to each employee Category Code * The payroll category (pay code) that is being imported. Work Date The date in which the pay code was paid out. Units The number of units (days, hours, etc.) that are being paid out for the pay period. If you are using Labour, this may correspond to the pay date. Amount The total amount that employees are paid. Rate The Rate (e.g $15.00 an hour) in which employees are paid. Dimension Codes Location Code The location code in which the job was done. Text With the Labour module, you will also have the option to define extra fields.
Target Fields Description: Record Identifier (D) Dimension Caption Dimension Code Dimension Name The name of the dimension. Dimension Rate Code of Parent Dimension
- Click on the Save button when you are done.
- Ensure you have selected the import template to be active with the pill. Keep in mind, only one interface can be active at a time.
