User Tools

Site Tools


payroll:utilities:employeebenefitsinterface:extract

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
payroll:utilities:employeebenefitsinterface:extract [2020/08/06 14:50] emorenopayroll:utilities:employeebenefitsinterface:extract [2020/08/06 15:02] (current) emoreno
Line 5: Line 5:
 //**Payroll > Utilities > Employee Benefits Interface > Extract**// //**Payroll > Utilities > Employee Benefits Interface > Extract**//
  
-<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 informationand 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**:  
Line 32: Line 32:
   * **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. [[general:printreport|Review the report.]]+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.]]
  
 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.]] 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.
  
  
-Click **Continue** to proceed. +A message is displayed indicating that the data was extracted. Click **OK**.
-  +
-If you select **Process**, a dialog box is displayed indicating that the data was extracted. Click **OK**.+
    
  
payroll/utilities/employeebenefitsinterface/extract.1596725454.txt.gz · Last modified: 2020/08/06 09:50 (external edit)