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personnel:utilities:importstaffdemoinsurancedata

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personnel:utilities:importstaffdemoinsurancedata [2020/07/31 17:31] – created emorenopersonnel:utilities:importstaffdemoinsurancedata [2021/01/27 16:16] (current) – emoreno
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 ====Insert new records:==== ====Insert new records:====
  
-Under **Import Option**, select one of the following options:+VCV Under **Import Option**, select one of the following options:
  
   * **Insert new records from import file.**   * **Insert new records from import file.**
   * **Delete all existing records and insert all records from import file.**     * **Delete all existing records and insert all records from import file.**  
    
-Under **Employees Identifier**, select one of the following options to include as the first identifying column in the record layout:  +VCV Under **Employees Identifier**, select one of the following options to include as the first identifying column in the record layout:  
    
   * **Employee Number**   * **Employee Number**
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 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Insurance Company Code/Name|Type the insurance company code or name. A list of matching codes is displayed in the drop down. Select the desired code, or click {{:images:smallpicklist.gif|Ellipsis Icon}} to perform a search in the Insurance Company Codes directory. Only insurance company code/names that exist on the Tables > Insurance Company Codes page are displayed.\\  \\  If an insurance company code is selected, the selected code overwrites the code in the file. However, if the field is left blank, the insurance company code from the file is used.|   +^Insurance Company Code/Name|Type the insurance company code or name. A list of matching codes is displayed in the drop down. Select an insurance company code, or click {{:images:smallpicklist.gif|Ellipsis Icon}} to perform a search in the Insurance Company Codes directory. Only insurance company code/names that exist on the Tables > Insurance Company Codes page are displayed.\\  \\  If an insurance company code is selected, the selected code overwrites the code in the file. However, if the field is left blank, the insurance company code from the file is used.|   
-^Import Path|Click **Choose File**. The File Upload dialog box is displayed.\\  \\  Select the desired file to upload, and click **Open**. The file name is displayed.\\  \\  Click **Cancel** to close the dialog box without selecting a file.|+^Import Path|Click **Choose File**. The File Upload dialog box is displayed.\\  \\  Select a file to upload, and click **Open**. The file name is displayed.\\  \\  Click **Cancel** to close the dialog box without selecting a file.|
    
-VCV Click **Execute** to start the import.+VCV Click **Execute** to execute the process.
  
-If any [[general:importstaffdemoinsurancedata_errors|errors]] are encountered during the import process, the Import Staff Demo Insurance Data Error Report is displayed.+If any [[general:importstaffdemoinsurancedata_errors|errors]] are encountered during the import process, the Import Staff Demo Insurance Data Error Report is displayed. [[general:printreport|Review the report.]]
  
-[[general:printreport|Review the report.]] 
  
 VCV Click **Cancel** to return to the Import Staff Demo Insurance Data page. VCV Click **Cancel** to return to the Import Staff Demo Insurance Data page.
    
-VCV Click **Process**. +VCV Click **Process** to proceed. 
  
-[[general:backup|Create a backup.]] +<div indent> A message is displayed indicating that the process was completed successfully. 
-  +</div>
-A message is displayed indicating that the process was successful.+
  
  
personnel/utilities/importstaffdemoinsurancedata.1596216696.txt.gz · Last modified: 2020/07/31 12:31 (external edit)

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