How to Add/Modify Profiles for Import Batch Processes into K212 HRP

This screen is part of an interface to K212 HRP. School boards use different software applications to generate timesheets and absence files. This interface is intended to import these files into K212 HRP.

The Interface has the following pieces:

•An online screen that defines a profile of the file to be imported

•Import background processes that actually import the files into K212 HRP

•Absence Transactions (Absence Management > Employee Absence Import Process)

•Exception Timesheets (Payroll > Pay Inputs > Timesheets > Exception Timesheet Import Process)

•Hourly and Daily Timesheets (Payroll > Pay Inputs > Timesheets > Hourly and Daily Timesheet Import Process)

A profile is a set of rules with which timesheet and absence files are imported into K212 HRP. These rules, or profiles are defined by the user in the online screen (i.e. this screen).

•Any number of profiles can be defined so that timesheets and absences from different sources can be imported. The interface is flexible enough to import many different file layouts, as long as the file is in a delimited format (using one of the delimiters specified in Screen Element 2), containing all of the columns required by K212 HRP and the data passes the K212 HRP validation rules for the type of record being imported.

•This online screen is used to add, modify or delete Import Profile information (including data columns). An Import Profile could be for Absence, Hourly Timesheet, Daily Timesheet or Exception Timesheet file. Each profile is identified by a unique Profile Code.

Use the following steps to Add/Modify Profiles for Import Batch Processes

          1. Click on Board Control

          2. Click on General Tables

          3. Click on Import Profile Maintenance

          4. Click the Find button at top of the menu bar to see all records in the database.

          5. If K212 HRP dialog box displays, click Yes to continue.

          6. Select a current Profile Code to modify or Select New at the top of the menu screen to add a new code

          7. Enter a unique Profile Code value (i.e AB)

          8. Enter a unique Description value (i.e Absences)

          9. Enter a unique Abbreviation value (i.e ABNS)

          10. Enter a unique Default File Path value

          11. Select a Has a Header Record value (i.e No)

                    IF Selected Yes, Enter a Header Record String Value

          12. Select a Delimiter value (i.e Continue)

          13. Select a Has a Trailer Record value (i.e No)

                    IF Selected Yes, Enter a Trailer Record String Value

          14. Select a Errors Handling Options value (i.e Continue)

          15. Right-click the grey grid below the Column Number column and Select New Record

          16. Enter in any other relevant information on the grid (All Fields Are Mandatory) (Consult the user guides for more information about each field)

          17. Click the Save button to save your changes