Use this window to import data created in a third party tool, such as Microsoft Access.
The data has to be placed into the standard software tables with the specific company identifier of AUTHORISE. This process will then pick up those details and apply the same validation rules as would be applied to the window entry for the software. If a record fails the validation rules, it is passed into the system but will remain in the Authorisation centre, for amendment or deletion. There is a special case within the Authorisation Centre where details processed through the Working File Quick Import screen are imported to the Authorisation Centre and validated there before updating the working file.
This allows global amendment of the data held in the Transfer column of each entry within the grid. If the Transfer column is ticked, the line is ready to be imported. If the line is not ticked, the line will not be included in the next import.
This toggles the value of the Transfer column for all lines between ticked and un-ticked.
This runs the process by which lines in the Grid which have a tick in the Transfer column are passed into the software as long as they pass the validation checks. A screen prompt is given for the operator to confirm you wish to continue with the process, and then each line is processed in turn. A screen message is given for any errors that are found during the processing, you will need to press OK to continue with the next record. At the end of the process a message will be given showing how many records were accepted into the system. Those records that failed the validation will remain in the Authorisation Centre, they can be identified by having a red cross in the Icon column in the grid. The Edit or Delete options can be used to process the transactions that have failed.
This allows creation of new entries within the Authorisation Centre and is only available for the Working File option within the Payroll Details menu. A quick import screen is provided that requires the input of a payroll code, employee reference and the value or units of the payment.
This invokes a wizard which requests the name of a previously created CSV file holding the data to import. The first line of the CSV file will need to contain the field identifiers for the data. The data will then be imported to the Authorisation centre for processing.
This allows editing of the line within the grid that is currently highlighted. The relevant maintenance form will be loaded in as if the option had been selected from the HR Record option to which this record belongs, the maintenance form will already be in edit mode. If the record has failed an import, then it will be possible to correct the invalid field and re import the record.
This allows deleting of the line within the grid that is currently highlighted. The relevant maintenance form will be loaded in as if the option had been selected from the HR Record option to which this record belongs, the maintenance form will already by in delete mode. It is envisaged that this option will be used where a record has failed an import and it is not possible to correct the invalid field and re import the record.
If the order in which fields are displayed in the grid has been amended; selecting this option will reset the fields to their initial alphabetic sequence.
This allows amendment of the grid settings that are defined for the particular grid being displayed. The standard grid amendment screens are used for this purpose.
This saves the current grid settings for use when the particular option is re visited.
This allows changing of the employee number that is associated with the line of the grid that is currently highlighted. You may use the Employee Search through which you can select the employee number. This facility is required as the standard maintenance routines used for editing the data, do not allow for the amendment of the employee reference, and it is possible that the record is being rejected due to an invalid employee number.