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Export Data Export
Sage 300 People – Support Templates Page 1 of 9
The Data Export function allows you to export data from the People application. The data
export function works on the same principle as batches.
On the Navigation pane:
Expand Exports
Expand Data Exports
Double-click on Data Export Templates
To export data, you have to create a Data Export template.
Code
Enter a unique code for the Export Batch Template. The code may be up to a maximum
of 15 characters.
Short and Long Description
Enter a description for the Data Export Template. The length of the short description may
be up to a maximum of 35 characters and the length of the long description up to 100
characters.
Batch Instance Type
Create a Data Export Batch
Template
Using the Data Export Wizard
Export the DataUsing the Data Export
Wizard
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Select the Data Export instance type. The field selected here will default when creating a
new data export instance. This option may be changed when data export instance is
created. The options are:
• Import
• Export
• Capture.
Use the Export option to export data.
Company
Select the Company for which the Data Export Template is being created. The available
fields, i.e. Payroll Definitions, for the selected Company will be displayed. If you want to
use the template to export multiple Companies, the Payroll Definition codes for the
Companies must be the same.
Allow Multiple Companies
Check the checkbox if you want to export values for multiple Companies and multiple
Company Rules. If you want to use the template to export multiple Companies, the
Payroll Definition codes for the Companies must be the same.
Batch Filters
You can define Export Filters to specify which Company Rule(s), Payslip Type(s) and Pay
Run(s) may be exported. Employees who fall outside the filter criteria will be ignored,
therefore they will be skipped.
Click on the Add Filter button to add new filter criteria.
Click on the Remove Filter button to re move filter criteria.
Company Rule
Select the Company Rule(s) for which information may be exported. The employees will
be filtered according to the Company Rules selected. If the employees are not linked to
the Company Rule, they will not be exported.
Payslip Type
Select the applicable payslip type that must be exported:
• Normal: this option will update all normal Pay Runs that were not flagged as a Leave Pay type Pay Run.
• Leave Pay: this option will update the Pay Runs that were flagged as a Leave Pay type Pay Run.
Pay Run Definition Option
Select the Pay Run for which values will be entered, example Main or Bonus Run:
• Main Pay Run: select this option when the Main Pay Run must be exported. When you select this option, you do not have to select the specific Pay Run.
Sage 300 People – Support Templates Page 3 of 9
• First Open Pay Run: when you select this option the first open Pay Run will be exported. The first open Pay Run is determined by the priority set on the Pay Runs. When you select this option, you do not have to select a specific Pay Run.
• Specific Pay Run: this option allows you to select a specific Pay Run that must be exported.
Pay Run Definition
This field will become enabled when the Pay Run Definition Option equals Specific Pay
Run. Select the Pay Run that must be exported.
Once you have made the necessary selections, click on Next.
The following fields will default and will always be available in the export:
• Company ID
• Employee Code
• Company Rule ID
• Payslip Type ID
• Processing Period ID
• Pay Run Definition ID.
Select the required field(s) that must be included in the Data Export Template. Expand the required system area and double-click on the field. Repeat this until all applicable fields have been selected and are displayed on the right-hand side in the Selected Fields section.
Sage 300 People – Support Templates Page 4 of 9
Click On Next.
Click on Finish.
Save your template by clicking on Save All.
Select the layout and click on the Create
Export Batch button.
Sage 300 People – Support Templates Page 5 of 9
Click on Next.
To add an employee, you can enter the Employee Code in the new item row where it
reads “Click here to add a new row”, or you can use one of the buttons on the screen.
Use the Tab key to move through the fields; the row will move down once you reach the
last column and Tab through.
Buttons on the screen:
Button Explanation
These buttons allow you to navigate between the different
employee records.
Click on the Add Employee button to add a new employee
record to the batch.
Click on the Remove Field button to remove an employee
record from the batch.
Once you click on the Add button the following options will
appear:
• Add all employees: will add all employees for the selected company or companies and company rule(s).
• Add new, active, reinstated and current terminations: will add all employees where the employee status are new, active, reinstate new or employees where the status is active, the termination reason is specified and the Final Tax Calc equals Current Period.
• Add Active employees (excluding current terminations): will add employees where the employee status equals Active but will exclude employees who have been terminated in the current period.
• Add recruits: will add recruits.
• Add new employees: will add employees where the employee status equals New.
• Add current terminations: will add employees where the employees have been terminated in the current period and the Final Calculation Now equals Current period
Sage 300 People – Support Templates Page 6 of 9
• Add old terminations: will add employees where the employee status equals Terminated.
• Add new and reinstated new terminations: will add employees who were added as new employees and terminated as well as employees who were reinstated and terminated in the current period.
More than one option can be selected. Employees meeting the newly selected option will be added to the employees already included for the export. Previously selected employees will not be removed.
Click on the Remove All Fields button to remove all the
employee records from the batch.
Click on the Locate Employees button to select specific
employees. The Employee Search Screen will be
displayed. This screen allows you to select the employees
by making selections on the Basic Filter.
Locate Employees
The Employee Search screen will be displayed:
Then Click on Select.
Click on Locate Employees.
In the Basic Filter area
select the employees to
include in the search
Click on the Ellipsis button to filter the
employees according to Hierarchy
selections if applicable.
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Once you have selected the employees, click on Select.
Click Next.
Select the employees by holding down
the Shift or Ctrl key and select the
employees for which to capture the
information.
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Browse to the specific location where the report should export by clicking on the ellipses button.
Once you click on OK the export will start running.
Click on Finish.
Open the MS Excel spreadsheet in the saved location.
Sage 300 People – Support Templates Page 9 of 9
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