Import Self Service Leave Transactions to Time

This option imports Self Service Leave Applications which have been entered by employees into Preceda Time.

Prerequisites

  • Employees must be attached to Self Service Group Profiles which are configured to Import Leave To Time when their Leave Application is created.

Rules and Guidelines

  • All transactions can be imported or transactions that have not been approved by a Manager can be excluded.
  • Self Service options can be set for importing and processing rules that apply when importing leave applications as set up in the Importing Leave Application Processing Rules.
  • When the import process is run two reports are generated:

    • Selection Report - containing information about the imported transactions

    • Exception Report - containing information about the imported transactions

  • Once the transactions have been imported, each transaction on the Time Editor window should be checked to ensure all transactions are correct for processing.
  • The transactions are formatted and imported to the Time Editor window and are flagged with a Source Transaction code to identify them as transactions from Self Service. This is to enable the ability to Clear the Transactions when needed.
  • Once imported, the status of the imported transaction is changed to Paid in the employee's Self Service window. The employee cannot change a Paid transaction.
  • The Clear Self Service Leave Transactions from Time option must be run before transactions can be re-imported (if required), as the previous import will be ignored.
  • The import process validates self service transaction with the Payrun Header. If the Date To on this window is greater than the Period End Date, a warning is displayed when the Run Process is selected.
  • Warning: Date To is more than 30 days from the current date. Do you wish to continue?

Field Information

The Time Leave Applications that fall between the From and To dates entered will be imported.

This is the Payrun Group to import.

  • If using Pay Environments, this field is not accessible.
  • The Payrun Group is populated by the Pay Environment information that the user is attached to.
  • To select a different Payrun Group, change to a different environment as per the Change Payrun Environment window.

A maximum of 3 Pay Frequencies can be selected to import.

Select a combination of Payroll Costing Levels to import transactions for. Transactions for all employees who meet the criteria are imported.

This is the ID Number to import transactions for an individual.

This option allows for a user to run a test import and review the Payroll Transactions Selection Report before running a live import.

 

When the import process is run two reports are generated:

  • Selection Report - containing information about the imported transactions
  • Exception Report - containing information about the transactions that were not imported

 

Generation and content of this report is based on the Produce Leave Audit Report setting on the Self Service Options window.