Harmony comes prepackaged with many of the most popular Time Clock / Timesheet Time Import interfaces out of the box, but it is also possible to create your own should none of them fit your needs.
Pre-Requisites
Steps:
- Are able to export your existing time entries file into a comma delimited (.CSV) file format
- Can identify which columns in your file is referring to a field in Harmony
- Have set up your payroll categories
Note: Only unit-based payroll categories can be imported if you do not have the Labor sub-module. Ensure that the "Basis" of these payroll categories are set to 'Units'. If you have the Labor sub-module, the "Basis" can be either 'Salary' or 'Units'. - Have set up your Labor sub-module (if applicable)
- Have imported or created your employees
Steps
- Navigate Go to Payroll > Admin Settings > Interfaces > Import Interfaces.
- Click on the "+ NEWNew" button to create a new import interface. You will be presented with two options for import interface types, 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.
- license includes the Labor sub-module or not.
Enter the required fields.
Field Name Description Code The unique code or short name of the time import interface. Name The long name of the time import interface. Identify Select whether the import file has headers or not.
If this checkbox is ticked, the import will ignore the first row of the file.If you are using the "Timesheet Single Category Per Row"" import interface type, select from the following fields and give the fields a corresponding column number in the timesheet import filemap them to a corresponding column number in your file. For example, if you enter the column number "1" for 'Employee Number', this means that the employee number in your file is in the first column (e.g. column "A" or "1").
Note: Ensure that you include all required fields in the import. Required fields are indicated by an asterisk (*) in the field name.* Indicates a required fieldTarget Field: Description: Employee Number* The unique employee ID that is or number in Harmony that is unique to each employee. Category Code* The payroll category code (pay code) that
is being imported.will be imported. For example, "102" for 'Hourly Wages'.
Note: Only unit-based payroll categories can be imported for the Timesheet import interface type. Ensure that the "Basis" of these payroll categories are set to 'Units'.
Work Date The date in which the pay code was paid outof which the employee worked. Ensure that you also select the correct date format. Units The number of units (days, hours, etc.) that are being paid out for the pay period. will be imported. Amount The Rate employee's per-unit rate (e.g. $15.00 an hour) in which employees are paid. . If you are using the "Labour ModuleLabor" import interface type, select from the following fields and give the fields a corresponding column number in the import file.
Note: If you are unsure of what some of these fields refer to regarding your Labor module, please refer to the Setting Up Your Labor Module article.Target Field: Description: Employee Number * The unique employee ID that is or number in Harmony that is unique to each employee. Category Code * The payroll category code (pay code) that is being importedthat will be imported. For example, "102" for 'Hourly Wages'.
Note: Only payroll categories that are used in labor can be imported using the labor import interface type. Navigate to Payroll > Payroll Setup > Labor Setup > Setup > 'Categories' tab to confirm.Work Date The date in which the pay code was paid out.of which the employee worked. Ensure that you also select the correct date format. Units The number of units (days, hours, etc.) that are being paid out for the pay period. This may correspond to the pay date as well.will be imported. Amount The total amount that employees are paid. Rate The Rate employee's per-unit rate (e.g. $15.00 an hour) in which employees are paid. Dimension CodesLocation 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 dimensions of which the units are allocated to (e.g. branches, dimensions, jobs, projects), related to your Labor module setup. Department Code The department code of which the units are allocated to. Location Code The location code of which the units are allocated to. Text The text fields of which the units are allocated to, related to your Labor module setup.
- Click the 'save' button to save your changesClick on the Save button when you are done.
- Ensure you have selected the import template to be active with the pilltoggle. Keep in mind, only one interface can be active at a time.