Default import configuration (Human resources)

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Default import configuration (Human resources)

Access: Configuration > Business > Configuration > Import configuration

 

Clearview: To configure a Clearview HR import, click hmtoggle_plus1 here, otherwise continue to Step 1.

1Under Import interfaces, select Clearview.

2Click on Save to complete the procedure.

Important

Before importing your Clearview file, you must create field correspondences and determine certain default values in your file to allow our application to accept the import file.

✓Step 2: Create the correspondences in the Clearview screen.

✓Step 3: Import the Clearview HR data.

 

 

Things to remember

▪Once the import configuration are defined, it is no longer necessary to define them for future imports.

▪If your business is configured to trigger termination automatically when an employee is terminated, this procedure will allow you to set the options for the payment of termination pay when an employee status is changed to “Terminated”.

1Under Importing employment data option, select a Termination pay:

▪“With payroll” if you wish the termination pay to be processed with the current payroll;

▪“Separate payment” if you wish the termination pay to be processed separately from the current payroll;

▪“Do not pay” if you do not wish to process the termination pay.

2To select the “By cheque” payment method for the termination pay of employees whose file indicates the “Deposit” or “Memo” payment method, check Payment by cheque.

3Click on Save to complete the procedure.

For more information

Importing employment data - Additional information