Importing Department Codes

You can import changes to department codes to reduce the amount of manual work required.

Note: This import template is available to service providers, worksite managers, and worksite trusted advisors.

To upload and import department codes, do the following:

1.

Select Client.

2.

From the Client|Change menu, select Departments.

3.

On the Departments form, click Import to launch the Data Import Tool form. (This button displays for all user roles except Inquiry Only.)

The Department Codes import template option and its tabs/fields automatically display when you access this template directly from the Departments form.

Note: You can also navigate directly to the Data Import Tool by clicking (Back Office), then select Data Import Tool on the Operations|Import Processing menu. In the Data Import Tool form, select the Department Codes import template option.

When you select the import template that you want, the required file layout displays in the form. Before you can upload and import data, your file must be saved in either comma-separated values (.csv) tabular format or text tab delimited (.txt) format with no spaces or special characters in the file name. (Note: You can click Download Sample Header File to download a sample Excel data file in .csv format, which can be saved in either .csv or .txt format before importing it.)

The layout requirements are:

Field	Description
Column Number	The corresponding column number for the imported data.
Category Description	• Company ID (required): Unique identifier for the client. • Department Code (required) : Abbreviation for the department. • Department Name (required): The full name of the department. • Per Diem Percent: Defines the percentage of pay that is allocated to non-taxable per diem when per diem is paid using the percentage method. • GL Segment 1: Code that defines the G/L account number segment instead of the department code. This replaces EEDP instead of the actual code. • GL Segment 2: Allows for more accounting options based on the department code. Rarely used, it ties to the EEDP2 mnemonic in the G/L interfaces. • Union Eligible Days: Number of days for Union eligibility.
Required?	Indicates if the field is required.