Import Payroll Elections or Quick Entries CSV Files

ConnectedPay Administrator Guide

Version
R2024.1.0
Import Payroll Elections or Quick Entries CSV Files

You can import payroll elections as CSV files in Payroll Import. These CSV files use a format which is described in the following topics:

Before You Begin: The options displayed in the Import drop-down list depend on the configuration of the Payroll Import Access tab in System Admin > User. You also need to enable the user role's access to the Overview tab and its various features in System Admin > Roles. See "Payroll Import Role Access" in the Dayforce Implementation Guide.

To import your payroll elections or quick entry CSV files:

  1. Go to Payroll Setup > Overview.
  2. Click Import, then select one of the following (both selections open the Import Items dialog box):
    • Quick Entries
    • Payroll Elections
  3. In the Import Items dialog box:
    1. Enter a name in the Import Set Name field. If you don't enter a name, Dayforce assigns a generic name by type, either payroll election or quick entry.
    2. In the If Validation Errors Occur drop-down list, select one of the following:
      • Resolve in application: Imports all records, even if there are validation issues. You must resolve any issues in Dayforce before the import can be approved.
      • Delete All Records: Deletes any imported records if validation issues exist.
    3. In the Business Owner drop-down list, select a business owner group, if one isn’t displayed by default. This is a mandatory field unless you are signed in as a master user.
    4. Click Next.
    5. Click Add File.
    6. Select the file you want to import, and click Open.
    7. Click Upload.
  4. Wait for Dayforce to complete the import and to display messages related to any encountered issues, then take appropriate action on any identified issues.

Dayforce displays the details of the import in the Overview tab, designated by the import set. In the Import Set column, click the import set to open the associated quick entry or pay adjustment records in the Quick Entries tab or the Pay Adjustments tab.

You can filter the import sets displayed in the list in the Overview tab by clicking Filter.

You can save your filter settings as a favorite by clicking Favorites and selecting Save Favorite As.... When you load this favorite, the saved settings are applied to the list. You can also manage your favorite filters by clicking Manage Favorites in the Favorites drop-down list.

To delete an import set, select it in the list and click Delete.