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Trace: • Generate reports to verify employee data • Copy current year tables • Update job code table • Update next year salary tables • Clear next year tables
payroll:utilities:employeebenefitsinterface:extract

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payroll:utilities:employeebenefitsinterface:extract [2020/04/06 19:04] – created emorenopayroll:utilities:employeebenefitsinterface:extract [2020/08/06 15:02] (current) – emoreno
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 <div #message></div> <div #message></div>
  
-//**Human Resources > Utilities > Employee Benefits Interface > Extract**//+//**Payroll > Utilities > Employee Benefits Interface > Extract**//
  
-<WRAP round intro>This tab is used to create a text file that can be used with a third-party employee benefits system. The extract process always creates two text files (one with employee demographic information, and the other with current employee deduction information).+<WRAP round intro>This utility is used to create a text file that can be used with a third-party employee benefits system. The extract process always creates two text files (one with employee demographic information and one with current employee deduction information).
  
 **Notes**:   **Notes**:  
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 XTRA jobs (regardless of pay type) are not included in the extract process. XTRA jobs (regardless of pay type) are not included in the extract process.
  
-Only deduction codes that have an **Extract Ded Cd** (extract deduction code) on the [[humanresources:tables:taxdeductions:deductioncd|deduction code table]] are extracted.+Only deduction codes that have an **Extract Ded Cd** (extract deduction code) on the [[payroll:tables:taxdeductions:deductioncd|deduction code table]] are extracted.
    
 [[general:demographicrecordlayout|Demographic record layout]] [[general:demographicrecordlayout|Demographic record layout]]
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   * **Next Year**   * **Next Year**
    
-^Field ^Description^ 
-^Demo Extract Path|Perform one of the following functions:\\  \\  Type the drive and folder name in which the demographic extract is to be saved (e.g., C:\lakeview).\\  \\  Click **Browse**, and then select the folder to which a copy of the demographic information is to be exported. Click **OK** to select the folder or **Cancel** to close the dialog box without processing.\\  \\  **Note**:  The system saves the extract as a text file (e.g., lakeview_500_05-21-2007.txt, where lakeview refers to the district, 500 refers to employee demographics, and 05-21-2007 is the date the extract was performed).| 
-^Deduction Extract Path|Perform one of the following functions:\\  \\  Type the drive and folder name in which the deduction extract is to be saved (e.g., C:\lakeview).\\  \\  Click **Browse**, and then select the folder to which a copy of the deduction information is to be exported. Click **OK** to select the folder or Cancel to close the dialog box without processing.\\  \\  **Note**:  The system saves the extract as a text file (e.g., lakeview_900_05-21-2007.txt, where lakeview refers to the district, 900 refers to employee deductions, and 05-21-2007 is the date the extract was performed).| 
  
-Click **Execute** to start the extract process. If any duplicate deduction codes are encountered during the extract process, the system displays a Duplicate Deduction Report. If there are no errors, the error report is not displayed. +Click **Execute** to start the extract process. If any duplicate deduction codes are encountered during the extract process, a Duplicate Deduction Report is displayed. If there are no errors, the error report is not displayed. [[general:printreport|Review the report.]]
-++++Review the report.|{{page>general:printreport&inline}}+++++
  
-If no errors are encountered during the extract process, or you clicked **Continue** from the Duplicate Deduction Report, the extract report is displayed.+If no errors are encountered during the extract process, or you clicked **Continue** from the Duplicate Deduction Report, the extract report is displayed. [[general:printreport|Review the report.]] 
 +  
 +Click **Process** to continue. A dialog box is displayed with a preset File name (e.g., lakeview_500_05-21-2020.txt, where lakeview refers to the LEA, 500 refers to employee demographics or 900 refers to employee deductions, and 05-21-2020 is the date the extract was performed).  Save the files on your computer or network.
  
-++++Review the report.|{{page>general:printreport&inline}}++++ 
  
-Click **Continue** to proceed. +A message is displayed indicating that the data was extracted. Click **OK**.
-  +
-If the user selects **Process**, an application dialog box is displayed indicating that the data was extracted. Click **OK**.+
    
  
payroll/utilities/employeebenefitsinterface/extract.1586199872.txt.gz · Last modified: 2020/04/06 14:04 (external edit)

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