Creating correspondences for a Clearview employment data import

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Creating correspondences for a Clearview employment data import

Introduction

When hiring or rehiring employees, this step will allow you to determine which default values will be used in the employee files, if these values are missing, unreadable, or invalid in your import file.

This step is essential to ensure that the application’s mandatory fields are filled out automatically during file import.

Here are the different sections of the Clearview configuration screen and their content:

A.Position correspondence

The correspondence parameters must be established for the Clearview positions so that the application can convert and accept them.

B.Values generated upon hire

I.Position settings: The parameters must be set for the default position template.

II.Employment information: Default employment information for the business.

III.Exceptions per company (if the business has many companies): Default employment information to be configured for each company if it is different than the business’s.

 

Important

Section III. Exception per company will only appear for clients who have several companies grouped under the same business in the payroll application.

 

Procedures

Configure the Position correspondence section: This section is used to define the correspondence between the Clearview positions and the ones in our application. The structure and positions may need to be reviewed.

 

1Click on Add to create a new line for position correspondence.

2Click on liste_blanc to open the list of positions available for your business.

3Select the desired position.

Important

▪A position in the payroll application may correspond to many positions in Clearview. However, the opposite is impossible.

▪The fields displayed correspond to the position’s structure in your business file.

4Enter the Clearview position number that corresponds to the position selected in your business file.

5Click on Save.

Tips and tricks

▪Use the x bleu to delete the line.

▪You may also refer to the Conversion and correspondence table.

Configure the Values generated upon hire section: This section allows you to configure the default values to be generated when hiring or rehiring employees.

A. Position settings        

In this section, you must define a position template that will be used by default for new hires. This information will only be used if the position indicated in the import file cannot be found in our application, if there is no correspondence defined or if the position field in the import file is blank. To read the steps of the procedure, click here.

Things to remember

In order to respect the security measures put in place in your business, the user configuring the Clearview screen will only be able to modify the exceptions parameters for the companies they have access to.

1Next to the Position field, click on liste_blanc to select an existing position in your business.

2A window will appear presenting the list of positions created for your company in our application.

3Choose the position you wish to define.

Things to remember

The positions available are taken from the structure put in place in your business file.

▪If you choose a position without a predetermined structure, you must fill out all the fields as they are mandatory.

▪The Function, Class and Work group fields are also based on the selected position. If they are not defined in the settings of the selected position, you will need to define another position from the ones existing in your business.

If you select a position that has a predetermined structure, the appropriate fields will be filled out automatically based on that position’s structure.

4Click on OK.

5On the right of the Function field, click on liste_blanc to select this function.

6A window will appear presenting the list of functions available in your business.

7Select the desired function.

B. Employement and remuneration

When hiring new employees, you must select the default employment information for your business. This information will only be used if it is not possible to convert the value received, or if the corresponding field in the import file is blank. To read the steps of the procedure, click here.

1.Province of residence: Canadian province of residence by default.

2.Work province: Canadian work province by default.

3.Employment status: Choose “Regular rate” or “Reduced rate” as the default value.

4.Schedule status: Choose a status as the default value.

5.Number of hours per pay: Enter the number of hours per pay by default.

C. Exceptions per companies

If your business has several companies, you may prefer that their employment information parameters be different from what was defined for the business. This section will only appear if you have more than one company and allows you to define default employment parameters for each one. To read the steps of the procedure, click here.

1.Click on Add.

2.Choose the company.

3.Fill out the related fields.

4.Click on Save.

Important

▪There can only be one exception per company.

▪The exception must be different from the business’s default value, previously defined in Employment information.

 

Once the default settings are defined, you may proceed with the data import step.

For more information

Conversion and correspondences table