Pension Credit Import Process

The Pension Credit Import Process option is used to load Pension Credit adjustments into Payroll from a comma or tab delimited file. This process can be used to add to or override existing Pension Credits from the imported values. The employee must already have the pension deduction record available for the defined pay period.

Any rejected entries will be listed on a separate error/rejection listing along with the reason for the rejection. Each rejected entry includes a record number of the error. This number refers to the record number of the import file, providing a way for you to identifying the invalid record. This rejection report is listed following the regular report.

The import file must contain the following fields:

Payroll Id
Employee number
Pay period
Pension deduction code
Pension Credit value to be processed

This process includes the option to maintain multiple sets of stored prompts.

Name the prompt sets by defining a title up to 10 characters, with a 30-character description.

On the first prompt click the Report Defaults icon to select an existing set of prompt values. You can delete prompt sets or change the description from the Report Default icon.

Enter Location of File to be Imported

Select 'File Upload' to locate the file to be imported.

Enter Name of the File to be Imported

Name will auto populate via the 'File Upload' process.

Fields Tab or Comma Delimited

Enter 'C' when the fields in your file are separated by a comma.
Enter 'T' when the fields in your file are separated by a tab.

Add to or Override Existing Pension Credits

Enter 'A' to indicate the imported Pension Credits should be added to any existing Pension Credit values for the defined pension deduction code and pay period.
Enter 'O' to override the any existing Pension Credit with the import amount for the defined pension deduction code and pay period.

Report Only Changed Entries

Enter 'Y' to only report and update those Pension Credit entries that will be changed.
Enter 'N' to report and update all Pension Credit entries included in the import file.

Report Only or Process

Enter 'R' to indicate a report only run. This option only generates the report and error listings. It is recommended that a report only is run first, so you are aware of any rejected entries.
Enter 'P' for a Process Run. The process will update the Pension Credit values.

Sort by Employee Number or Employee Name

Enter 'N' to generate the report in employee name order.
Enter 'E' to generate the report in employee number order.

The report lists the following:

Employee number and name
The physical record numbers
Pay period
Pension deduction number and description
Imported Pension Credit value
Existing Pension Credit value
End results of Pension Credit change
Total of Pension Credit changes
Total number of employees and entries processed

The rejection report lists the following:

Employee number and name
The physical record numbers.
The Pension Credit value
The reason the entry was rejected.
The total number of rejections.
Total of rejected Pension Credits