More on import of employee - essential fields and other information

Article No

Q0022

Version Applicability

PERKS 2.50 and later

Last Reviewed On

July 03, 2000

SYMPTOM:

You have a repository of data on employee definitions, which are valid and complete. You have mapped a few fields as necessary, and, have then, proceeded for import.

However, you observe that no employee is being added in the Employee Master of the Company in question. How do you go about this issue?

Besides, the Source data might contain other information for which there may not be fields defined in the Employee Master. What can you do with these 'other information'?

RESOLUTION:

We discuss the issues raised in order.

On importing employees

After satisfying yourself that data to be imported are legal as represented in the Employee Master, you should check out for a most common error that is encountered. The error is that the mandatory fields are not indicated to the System for the purpose of import.

Consequently, upon import, the System locates data for the employees as 'illegal'. Hence, it rejects the record, and logs the error. You can view the log by choosing the Listing / Error Information / Import Employee option.

Here are the four mandatory fields for import of employee:

  • Employee Id Number

  • First Name of Employee

  • Date of Birth

  • Date of Joining

Ensure that, they are being available in the external data source. Besides, there are two more pieces of information, which are not mandatory, but desirable indeed. They are:

  • Marital Status

  • Sex

The reason is that the System can keep them undefined for any legal data. Hence, if Marital Status is not specified, by default, it will be taken as 'Single'. Similarly, 'Sex' will be considered as 'Female'. If you do not have the data at the time of import, then you will need to make modifications in your Employee Master, later.

On importing 'Other Information'

Most often, the 'Other Information' will be incorporated into PERKS as 'Employee Other Information'. From version 2.50 onwards, the System supports import of these 'Employee Other Information'. However, it is not possible to determine the data type of the 'Other Information' variables, dynamically.

All you need to do, before importing the 'Other Information', is to define them manually. Thus, select the module Masters / Employee from the menu, and select the page titled Other Information to define the variables.

Once import of employees is over, select the Payroll / Data Entry / Employee Other Information option from the menu. Press Edit, and choose Import. Provide the normal mapping information, and proceed.


 
 

Disclaimer:
The information provided in the list of Knowledge-Base Articles are provided on an As-Is basis without warranty of any kind, either expressed or implied, including warranties of merchantability and fitness for a particular purpose. In noevents shall FACT Software International Pte Ltd or its suppliers be liable for any damages whatsoever including direct, indirect, incidental, consequential, loss of business profits or special damages, even if FACT Software International Pte Ltd or its suppliers have been advised of the possibility of such damages. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. All third party trademarks are the property of their respective owners.

Copyright © 2010 FACT Software International Pte Ltd