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payroll:utilities:importworkjournalrequests

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payroll:utilities:importworkjournalrequests [2021/08/10 19:12] – emorenopayroll:utilities:importworkjournalrequests [2021/10/05 13:12] (current) – emoreno
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 //**Payroll > Utilities > Import WorkJournal Requests**// //**Payroll > Utilities > Import WorkJournal Requests**//
  
-<WRAP round intro>This page is used to import approved employee WorkJournal requests for each of the work weeks in the pay period that were submitted through EmployeePortal. This process creates a pay transmittal to be processed by payroll. The data retrieved on this page is based on the pay frequency to which you are logged on.+<WRAP round intro>This page is used to import employee WorkJournal requests for each of the work weeks in the pay period that were submitted through EmployeePortal. Only WorkJournal entries that are in an Approved status are imported. This process creates a pay transmittal to be processed by payroll. The data retrieved on this page is based on the pay frequency to which you are logged on.
  
  
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 </WRAP> </WRAP>
  
 +
 +<WRAP Box>**Notes**: 
 +  * The **Leave Total** on WorkJournal requests does not include any leave that was entered on the Payroll > Maintenance > Leave Account Transaction page. However, if the employee has leave entered in Payroll, those amounts will be included in the payroll calculations.
 +  * Click [[general:importwjpay2otcalcs|here]] to view calculation notes for pay type 2 OT/ST OT.
 +  * If an employee has a WorkJournal request for a job code that no longer exists on the employee's master job record, the request is displayed but cannot be selected for processing.
 +
 +</WRAP>
  
 ====Retrieve and process records:==== ====Retrieve and process records:====
  
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Pay Date (MM-DD-YYYY)|Type an unprocessed pay date in the MM-DD-YYYY format for the logged on pay frequency, or click {{:images:dropdown.gif|Drop-down Arrow}} to select a date from the Pay Dates lookup. The selected pay date is used when creating the pay transmittals. Only one pay date can be selected. This field is required. |+^Pay Date (MM-DD-YYYY)|Click {{:images:dropdown.gif|Drop-down Arrow}} to select an unprocessed pay date for the logged on pay frequency from the Pay Dates lookup. The selected pay date is used when creating the pay transmittals. Only one pay date can be selected. This field is required.\\  \\  The Pay Date Range is automatically populated based on the **Begin Date** and **End Date** for selected pay date on the Payroll > Tables > Pay Dates. |
  
  
-VCV Click **Retrieve**. A list of all approved WorkJournal requests within the selected pay date range is displayed. +VCV Click **Retrieve**. A list of all approved and pending WorkJournal requests within the selected pay date range is displayed.  The following details are included for each request:
  
 +<WRAP box>
 +**Note**: Although pending requests are displayed on this page, they are not imported until they are approved. This information can be useful in determining which requests still need approval. 
 +</WRAP>
  
-VCV In the grid, select the WorkJournal requests to be included in the import process.+  * **Status** 
 +  * **Emp Nbr** 
 +  * **First Name** 
 +  * **Middle Name** 
 +  * **Last Name** 
 +  * **Generation** 
 +  * **Job Code** 
 +  * **Primary Campus** 
 +  * **Dept** 
 +  * **Begin Work Week Dt** 
 +  * **Total Time** 
 +  * **Supervisor** 
 + 
  
  
-VCV By default, the results are sorted in ascending order by pay campus. You can click each column heading to sort the data in ascending or descending order. +VCV In the grid, select the WorkJournal requests to be included in the import process. Use the following to sort the data as needed.
  
  
-{{:images:ascending.gif|Ascending Column Sort Arrow}}  - indicates that the column is sorted in ascending order +{{:images:ascending.gif|Ascending Column Sort Arrow}} - indicates that the column is sorted in ascending order 
 \\ \\
 {{:images:descending.gif|Descending Column Sort Arrow}} - indicates that the column is sorted in descending order {{:images:descending.gif|Descending Column Sort Arrow}} - indicates that the column is sorted in descending order
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 In the pagination section, the from and to range of data for the selected page is displayed based on the sorted column. Click  {{:images:dropdown.gif|Drop-down Arrow}} to view the from and to data of all pages.  In the pagination section, the from and to range of data for the selected page is displayed based on the sorted column. Click  {{:images:dropdown.gif|Drop-down Arrow}} to view the from and to data of all pages. 
  
-For example, if the data on page one is sorted in ascending order by the **Pay Campus** column starting with campus 003 and ending with campus 106, then the field displays 1: 003 (campus name) - 106 - (campus name). 
  
   * Click **Select All Pages** to select all WorkJournal request records across all pages.   * Click **Select All Pages** to select all WorkJournal request records across all pages.
   * Click **Unselect All Pages** to clear all selected WorkJournal request records across all pages.   * Click **Unselect All Pages** to clear all selected WorkJournal request records across all pages.
  
-VCV Click **Execute**. If any errors are encountered during the import process, the Import WorkJournal Requests Error Report is displayed. [[general:printreport|Review the report.]]+VCV Click **Execute**. The WorkJournal Transmittals Report is displayed. [[general:printreport|Review the report.]]
  
-VCV Click **Process** to continue the process or if no errors are encountered, the Import WorkJournal Requests -  Report is displayed with a list of pay transmittals to be created. +VCV Click **Process** to continue the process. A message is displayed indicating that the process was successful. 
  
  
 ====Other functions and features:==== ====Other functions and features:====
  
-^Reset|Click to reset the data on the page.|+^Reset|Click to reset the data on the page. The page is cleared and set to the default page; however, the previously selected pay date remains selected.|
  
  
payroll/utilities/importworkjournalrequests.1628622738.txt.gz · Last modified: 2021/08/10 14:12 (external edit)

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