Using the configuration options available in Payroll Import > Automated Import Assignment, you can use your SFTP configuration to automatically process quarter end import files to make them available in Payroll Import > Quick Entries for approval before processing. The quick entry file types currently supported are:
- Quick Entry
- Payroll Election
- Declining Balances
- Pay Adjustment (WFM)
Important: To use this new feature functionality, the files to be imported must use the provided CSV format. This applies only to these four file types.
General Information and Configuration Overview
Any automated import assignments configured are listed in the Automated Import Assignment tab. The automated import assignment for SFTP, and their notifications, use Business Owner groups. If you aren’t using Business Owner groups, you must create a business owner group in HR Admin > Groups and name it Master Group to configure automated SFTP imports for the Payroll Import feature.
You will find one default entry in the Automated Import Assignment tab, identifiable by the asterisk (*) in the File Name column. This is the default for any file that has the .ready extension that is not on the list but is in the SFTP folder. Map the default * to the Master Group by selecting that entry in the drop-down list for the entry in the Business Owner column.
Add all users who will access the Payroll Import feature into the Master Group, but don’t add the Business Owner groups function to the SFTP function.
Important: When you enter the file name, the entry is both case sensitive and space sensitive. The file name must match exactly, without the .ready extension. For example, if the file name is AE12qe.csv, you must enter AE12qe.csv.
After the default file name is assigned and associated with the Master Group business owner group, the background job engine is automatically scheduled to run.
Go to Payroll Import > Automated Import Assignment create an entry called Default and assign Master Group as the business owner group.
The /PITQE Folder for SFTP Payroll Imports
You must open a ticket with the Dayforce Link team to set up a quick entry folder and provide the file information to route the file to its appropriate folder. You must also create a new folder with the name /PITQE in the /import folder for your SFTP site.
When you are ready to import quick entry files with the .ready extension to be imported to the Payroll Import feature, you add the files to the /import/PITQE folder, where the background job picks them up, processes them, and they are loaded to Payroll Import > Quick Entries.
The background job is automatically configured to run. It scans the customer folder at least every 30 minutes (sometimes more often). When the background detects files, it processes them in the order in which they’re listed in the Automated Import File tab. If no files are listed in this tab, the background job picks them up one at a time and process them based on the required default settings. After the file is processed, it’s removed from the /import/PITQE folder and a copy of the file with the .done extension is placed in the archive folder. The file for the user will appear in Payroll Import > Overview just as if it had been imported manually.
If the background job locates a file with a .ready extension, and that file doesn’t pass the import validations, the file is removed from the /import/PITQE folder and is placed into the /error folder for review.