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ADP Transactions Import Tab
Make the following menu selections to display this tab:
eFinancials—Data
Transfer—ADP
Transactions Import
Use this tab to import payroll transactions from an ADP
file into a new unposted batch in eFinancials. Within eFinancials, the
transaction type for the new batch is JE and the batch description is
“Import from ADP."
To Import ADP Transaction Data
Note
Before you can import the file from ADP, you must upload
the file to the application server.
- From the eFinancials
menu, select Data Transfer—ADP
Transactions Import.
- Click Browse
and navigate to the file on the server.
- Click Load Import
File.
Note
This initial upload process validates that the file is
in the standard format. If it is not in the standard format, an error
message appears.
- If you want the system
to create intercompany transactions, select the Create
Intercompany Transactions check box. Otherwise, leave the check
box cleared.
- If you want the system
to create a new batch for the uploaded data, select the Create
new batch check box. Otherwise, leave the check box cleared.
Note
If you do not select the Create
new batch check box, the system will add the transactions to the
currently selected batch.
- If you selected the
Create new batch check box, you can have the batch auto-approved when
it is uploaded. To do so, select the Auto
approve batch check box and complete the following fields:
- Approved
Date: type the date or click the calendar icon to select a date.
- Approved
By: type the name of the approver.
- Approval
Code: type the approval code.
- Click Import
Now.
See Also
Data Transfer File Formats Introduction
ADP Transactions
Import File Format