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Importing and Exporting Information

Importing and Exporting Information

A Companion Document to Attendance Enterprise 1.6

© 2011, InfoTronics, Inc. All Rights Reserved.

InfoTronics, Attendance, and Attendance Professional are registered trademarks of InfoTronics, Inc. Attendance Enterprise and Attendance Plus are trademarks of InfoTronics, Inc.

Microsoft and Windows are registered trademarks of Microsoft, Inc. All other company and product names are registered trademarks or trademarks of their respective holders.

Information in this document is subject to change without notice.

Importing and Exporting Information iii

TABLE OF CONTENTS

Preface ........................................................................................................................ ix

About This Document ....................................................................................................... ix

Audience ........................................................................................................................... ix

Related Documents ............................................................................................................ x

Chapter 1 Introducing Imports and Exports ............................................................ 1

Running Imports and Exports ............................................................................................ 1

Sharing Imports and Exports .............................................................................................. 2

Setting Up Access Permissions for Imports and Exports ................................................... 2

Summary ............................................................................................................................ 3

Chapter 2 Using Imports ............................................................................................ 5

Understanding Imports ....................................................................................................... 5

Preparing a File for Importing into Attendance Enterprise ......................................... 5

Attendance Enterprise Imports .................................................................................... 5

Adding an Import Task ...................................................................................................... 6

Badge Initiated Transactions Import ........................................................................... 8

Comprehensive Employee Import ............................................................................. 10

Employee Benefits Import ........................................................................................ 12

Employee Import ...................................................................................................... 13

Employee XML Import ............................................................................................. 18

Incidents Import ........................................................................................................ 20

Parameter XML Import ............................................................................................. 21

Schedule Import ........................................................................................................ 22

Schedule Pattern Import ............................................................................................ 24

Schedule Pattern XML Import .................................................................................. 25

Scheduled Budgets Import ........................................................................................ 26

Simple Employee Import .......................................................................................... 27

iv Attendance Enterprise

Supervisor Edits Import ............................................................................................. 29

Transfer Rates Import ................................................................................................ 31

Workgroup Import ..................................................................................................... 32

Summary........................................................................................................................... 34

Chapter 3 Using Exports .......................................................................................... 35

Understanding Exports ..................................................................................................... 35

Attendance Enterprise Data Exports .......................................................................... 35

Adding an Export Task ..................................................................................................... 36

Benefit Balance Export .............................................................................................. 38

Common Schedules Export ....................................................................................... 42

Comprehensive Employee Export ............................................................................. 44

Custom Export ........................................................................................................... 47

Daily Totals Export ................................................................................................... 55

Employee Schedules Export ...................................................................................... 60

Employee XML Export ............................................................................................. 65

Generic Hours Export ................................................................................................ 67

PCS Employee Export ............................................................................................... 71

Period Totals Export .................................................................................................. 75

Schedule Pattern XML Export .................................................................................. 79

Shift Detail Export ..................................................................................................... 80

Simple Employee Export ........................................................................................... 82

Transfer Rates Export ................................................................................................ 85

Workgroup Export ..................................................................................................... 88

Summary........................................................................................................................... 90

Appendix A ................................................................................................................ 91

Import File Formats .................................................................................................. 91

Badge Initiated Transactions ............................................................................................ 92

Badge Initiated Transactions CSV Import Format .................................................... 92

Importing and Exporting Information v

Badge Initiated Transactions DBF Import Format .................................................... 92

Comprehensive Employee................................................................................................ 92

Comprehensive Employee CSV Import Format ....................................................... 92

Comprehensive Employee dBASE III Import Format .............................................. 94

Comprehensive Employee TMS 85 Import Format .................................................. 96

Employee Import .............................................................................................................. 98

Employee Benefits Import ............................................................................................... 99

Employee Benefits Import CSV Format ................................................................... 99

Employee XML Import .................................................................................................... 99

Parameter XML Import .................................................................................................... 99

Schedule Import ............................................................................................................... 99

Schedule CSV Import Format ................................................................................... 99

Schedule dBASE III Import Format........................................................................ 101

Schedule TMS 85 Import Format ........................................................................... 102

Schedule Pattern Import ................................................................................................. 104

Schedule Pattern CSV Import Format ..................................................................... 104

Schedule Pattern XML Import Format ........................................................................... 106

Scheduled Budgets ......................................................................................................... 106

Scheduled Budgets CSV Import Format ................................................................. 106

Scheduled Budgets CSV Import Format, Attendance Professional ........................ 107

Simple Employee ........................................................................................................... 108

Simple Employee CSV Import Format ................................................................... 108

Simple Employee dBASE III Import Format .......................................................... 108

Supervisor Edit Import ................................................................................................... 108

Supervisor Edits TMS 85 Import Format ................................................................ 109

Supervisor Edit Types for TMS 85 Import Format ................................................. 110

Supervisor Edits CSV Import Format ..................................................................... 113

Supervisor Edits dBASE III Import Format ............................................................ 114

Supervisor Edit Types for CSV and dBASE III Import Formats ............................ 115

Transaction Import ......................................................................................................... 119

vi Attendance Enterprise

Transaction CSV Import Format ............................................................................. 119

Transactions in dBASE III Import Format .............................................................. 119

Transfer Rates Import ..................................................................................................... 120

Transfer Rates CSV Import Format ......................................................................... 120

Transfer Rates dBASE III Import Format ............................................................... 120

WG Import CSV Format ................................................................................................ 121

Appendix B .............................................................................................................. 123

Export File Formats ................................................................................................ 123

Benefit Balance Export ................................................................................................... 123

Common Schedules Export ............................................................................................ 124

Comprehensive Employee Export .................................................................................. 124

Comprehensive Employee CSV Format .................................................................. 124

Comprehensive Employee dBASE III Format ........................................................ 126

Comprehensive Employee TMS 85 Format ............................................................ 127

Custom Export ................................................................................................................ 130

Daily Totals Export ........................................................................................................ 132

Employee XML Export .................................................................................................. 132

Schedule Export .............................................................................................................. 132

Schedule Export CSV Format ................................................................................. 132

Schedule Export dBASE III Format ........................................................................ 133

Schedule Export TMS 85 Format ............................................................................ 134

Fast Schedule Export ...................................................................................................... 137

Fast Schedule CSV Format ..................................................................................... 137

Fast Schedule dBASE III Format ............................................................................ 138

Generic Hours Export ..................................................................................................... 138

PCS Employee Export FIL Format ................................................................................. 140

Period Totals Export ....................................................................................................... 140

Period Totals Export CSV Format ........................................................................... 140

Period Totals dBASE III Format ............................................................................. 141

Importing and Exporting Information vii

Period Totals TMS 85 Format................................................................................. 142

Schedule Pattern XML Export ....................................................................................... 144

Shift Detail Export ......................................................................................................... 144

Shift Detail CSV Format ......................................................................................... 144

Shift Detail dBASE III Format ............................................................................... 145

Shift Detail TMS 85 Format ................................................................................... 146

Simple Employee Export ............................................................................................... 148

Simple Employee CSV Format ............................................................................... 148

Simple Employee dBASE III Format...................................................................... 149

Transfer Rates Export .................................................................................................... 149

Transfer Rates CSV Format .................................................................................... 149

Transfer Rates dBASE III Format ........................................................................... 149

Transfer Rates TMS 85 Format ............................................................................... 150

Workgroup CSV Export ................................................................................................. 151

Index ........................................................................................................................ 153

viii Attendance Enterprise

Importing and Exporting Information ix

Preface

Welcome to Attendance Enterprise imports and exports – the fast and easy way to

create and automate tasks for putting data into and extracting data from

Attendance Enterprise.

About This Document

Importing and Exporting Information is a part of the Attendance Enterprise

documentation set. It describes all time and attendance imports and exports.

Audience

This user guide is for payroll administrators or other designated employees who

generate and use Attendance Enterprise data in other applications. Users should have

a working knowledge of Windows functions and know how to execute applications

in Windows.

x Attendance Enterprise

Related Documents

This document is part of the Attendance Enterprise documentation set, which is

available in the Attendance Enterprise online help system. Other documents in the

set include:

Getting Started with Attendance Enterprise

This document provides an overview of Attendance Enterprise and explains

how to add employee information to the Attendance Enterprise database.

Performing Time Card Functions

This document describes how to edit and maintain employee time cards.

Scheduling Employees & Managing Leave

This document describes how to use Attendance Enterprise scheduling

functions to create schedules for individuals and groups. The leave

management process facilitates scheduling employees for time off.

Using Management Information

This document describes how to obtain different types of attendance

summary information. It also describes how to obtain yearly summaries of

employee attendance.

Printing Reports

This document describes each of the time and attendance reports available

within Attendance Enterprise.

Managing Your System

This document describes how to maintain user accounts, define tasks, and

perform other system management functions.

Importing and Exporting Information 1

Chapter 1 Introducing Imports and Exports

Attendance Enterprise provides a variety of imports and exports that gather data for

use in Attendance Enterprise and other applications. For example, the Employee

Benefits Import allows you to use benefits data stored in a separate application. The

Comprehensive Employee Export allows you to create a file containing employment

and personnel information to use with other applications.

Imports and exports are generated from and stored in the Tasks folder in the Folders

list. You can define the content and layout of each import and export.

Running Imports and Exports

After import or export tasks are added to Attendance Enterprise, they must be run

for imports or exports to be generated.

To run an import or export task, right-click on an import or export task in the current

view area of either the Imports or Exports folder and choose Run.

Alternately, you can double-click on an import or export task in the current view

area. The import or export takes place. The Status window, or an orange lightning

bolt in your system tray, is displayed.

When the Percent column lists 100, the export or import is complete.

Introducing Imports and Exports

2 Attendance Enterprise

Sharing Imports and Exports

Import and export tasks can easily be shared by many users of

Attendance Enterprise. All user groups with the correct access privileges can access

imports and exports. The tasks each user group has the ability to perform (running

tasks, editing tasks, and so on) can be limited by setting up access permissions in the

following section. A user group‟s access to an import or export, or to any system

information, can be further limited by workgroups using the Workgroup Restrictions

tab in the User Group Properties window. For more information about user rights,

see Managing Your System in the Attendance Enterprise documentation set.

Setting Up Access Permissions for Imports and Exports

All imports and exports use the same tab for setting access permissions. By default,

all user groups who have access to imports and exports have access to all import and

export features. You can limit user access individually, for each import or export,

using the User Settings tab.

1. Click Add to see a list of users and user groups. The Select an Operator window

is displayed.

Introducing Imports and Exports

Importing and Exporting Information 3

2. Click Show Users to display individual Attendance Enterprise users.

3. Select a user or user group and click OK.

4. Add users or user groups as needed.

5. Select a user or user group and use the check boxes to the right to select that

user or user group‟s permissions.

6. You can add or remove all users from the list, as needed, using Add all users or

Remove all.

Summary

Imports and exports in Attendance Enterprise make it easy to add information to

Attendance Enterprise and distribute information to other applications.

Introducing Imports and Exports

4 Attendance Enterprise

Importing and Exporting Information 5

Chapter 2 Using Imports

This chapter explains import tasks and describes how to define them.

Understanding Imports

File imports bring employee data into Attendance Enterprise from other sources.

Imports allow you to efficiently add your existing employee data to

Attendance Enterprise.

Preparing a File for Importing into Attendance Enterprise

It is important to create files from other sources that match the formats documented

in Appendix A. To prepare a file for import, you create a dBASE III file or an ASCII

(.csv) file using a text editor, word processor, spreadsheet, or data collection

application.

Attendance Enterprise Imports

Attendance Enterprise imports are listed in the following table.

Import Type Description

Badge Initiated

Transactions

Imports badge initiated transactions from a data

collection device.

Comprehensive

Employee

Imports all employee information.

Employee Benefits Imports employee benefit information.

Employee Imports employee information using a wizard.

Employee XML Imports employee information in XML format, using a

wizard.

Incidents Imports incidents. Incidents are used with the optional

Incidents & Points module.

Using Imports

6 Attendance Enterprise

Import Type Description

Parameter XML Imports parameter settings to Attendance Enterprise.

These settings are reflected in the Parameter Profiler.

This is used by the installing technician for easy

parameter setup and updating.

Schedule Imports employee schedules.

Schedule Pattern Imports schedule patterns.

Schedule Pattern

XML

Imports schedule patterns in XML format. Used with

the Attendance Enterprise Schedule Pattern XML

export.

Scheduled Budgets Imports schedule budget information.

Simple Employee Imports the employee name, ID, badge number,

workgroup set, and pay class information.

Supervisor Edits Imports supervisor edits to employee time cards.

Transfer Rates Imports employee transfer rate information.

Workgroup Imports the name, number, code, and rate for

workgroups at one of the workgroup levels.

Adding an Import Task

To add an import task:

1. Right-click Imports in the Tasks folder, right-click Add Import Task, or double-

click Add Import Task and select New (or New Import).

Using Imports

Importing and Exporting Information 7

The New Import type window is displayed.

2. Select an import and click OK. The import properties window is displayed.

Using Imports

8 Attendance Enterprise

3. Complete each tab. See the following sections for detailed instructions for each

import.

4. Change user access permissions, if needed. See page 2.

5. Select Edit Properties Before Execution or Save Changes Made During

Execution, if needed, on the User Settings tab.

6. Click OK. The import task is added to the Imports folder.

Badge Initiated Transactions Import

This import collects badge initiated transactions from a data collection device.

Using Imports

Importing and Exporting Information 9

Basic Tab

Type a descriptive name for the import or use the default name.

Import Parameters Tab

Complete the fields as described in the following table.

Field Description

Filename Specifies the name of the file to import into

Attendance Enterprise. Click to browse for the file.

Using Imports

10 Attendance Enterprise

Field Description

File Format Specifies the format of the file that is being imported. The

selection list contains supported import formats.

Delete import

file when

done

If selected, specifies that the original import file is deleted

when the import task is complete.

WG Format Specifies whether fields that contain workgroups are imported

as workgroup numbers or codes in imports that support .csv

files.

Comprehensive Employee Import

This import adds complete employee information to Attendance Enterprise.

Basic Tab

Type a descriptive name for the import or use the default name.

Using Imports

Importing and Exporting Information 11

Import Parameters Tab

Complete the fields as described in the following table.

Field Description

Filename Specifies the name of the file to import into

Attendance Enterprise. Click to browse for the

file.

File Format Specifies the format of the file that is being imported.

The selection list contains supported import formats.

Do not create detailed

event log entries

If selected, limits the amount of information about

this import that is captured in the event log.

Import employee

name as 3 cols (Last,

First, M)

If selected, imports employee names in 3 columns.

Import file includes

WG levels beyond

level 3

If selected, imports workgroup levels beyond level 3.

This option is available if more than 3 workgroups are

tracked in Attendance Enterprise and you want to

export all levels.

WG Format Specifies whether fields that contain workgroups are

imported as workgroup numbers or codes.

Using Imports

12 Attendance Enterprise

Employee Benefits Import

This import adds employee benefit information to Attendance Enterprise.

Basic Tab

Type a descriptive name for the import or use the default name.

Import Parameters Tab

Complete the fields as described in the following table.

Using Imports

Importing and Exporting Information 13

Field Description

Filename Specifies the name of the file to import into

Attendance Enterprise. Click to browse for the file.

File Format Specifies the format of the file that is being imported. The

selection list contains supported import formats.

Additional Parameters Tab

Complete the fields as shown below.

Field Description

Use alternate format for

import file

If selected, specifies that an alternate file format

is used.

Add to existing benefits

instead of replacing them

If selected, specifies that imported data is added

to an existing benefit data file.

Employee Import

This import adds groups of employees to Attendance Enterprise.

To import employees using an ASCII or Excel file:

1. Click . The Import Employees Wizard is displayed.

Using Imports

14 Attendance Enterprise

2. Click Next

3. Select whether to read employees from an ASCII (.csv) or Excel (.xls) file.

Browse to the file using or type in the filename.

4. Click Next. The Preview Selected File page is displayed.

Using Imports

Importing and Exporting Information 15

5. If your file has a header row, select First Row is Header Row.

6. Click Next. The Select a Key Field page is displayed.

7. Select the unique field used in your file to identify employees (for example ID

or social security number).

8. Select the Attendance Enterprise name for the information in the key field. For

example, the field called SSN in the example above is called Employee SSN in

Attendance Enterprise.

9. Click Next. The Establish Field Properties page is displayed.

Using Imports

16 Attendance Enterprise

10. Associate fields from the imported file with fields in Attendance Enterprise.

Select an Available Import Field then select the Field Usage. Complete each

field association using the following table.

Field Description

Field Usage Describes the Attendance Enterprise field the import

field is mapped into.

Padding Indicates whether or not cell padding is used in the

selected import field.

Pad Width Indicates whether or not padding is used in the

selected import field, as well as whether it is to the

right or left.

Pad Char Specifies the character added to the beginning and end

of the field.

Stripping Rules Describes whether certain characters are removed or

cell contents are converted to all lowercase or

uppercase letters.

Maintain Change

History

If selected, change history is kept for items that can

change over time, like rate of pay.

Add to Database If selected, new field is added to the database. If

cleared, new field is ignored.

Using Imports

Importing and Exporting Information 17

Field Description

Format Describes the format used for the field in the Excel or

ASCII file (here shown as Name Format).

11. Click Next. The Confirmation page is displayed.

12. Choose Add New Employees to Database if needed. If not selected, import acts

as an update for existing employees.

13. Choose to Automatically Assign Next Available Badge Number if Undefined in

Import if needed. If cleared, new employees are assigned a badge number of 0.

14. Click Next. The Execute page is displayed.

15. Select Only look for employees that match import file if needed.

Using Imports

18 Attendance Enterprise

16. Click Execute to begin the import.

17. Click Next. The Import Custom Employee File Completed page is displayed.

Employee XML Import

This wizard imports employee data in XML form.

To import employee XML data:

1. Click . The Import Employee XML Wizard is displayed.

2. Click Next. The Import Source page is displayed.

Using Imports

Importing and Exporting Information 19

3. Click to browse to the filename.

4. Click Next. The Options page is displayed.

5. Choose your company‟s field used to identify a unique employee. This is the

database field that will be different for each employee. You can choose ID or

Social Security Number.

6. Choose what to do if the imported employee‟s badge number is already in use.

You can assign the next highest number, or assign the badge number 0.

7. Choose whether or not to add the employee to the database.

8. Click Next. The Execute page is displayed.

Using Imports

20 Attendance Enterprise

9. Click Execute to begin the import.

10. Click Finish to save the changes.

Incidents Import

This wizard allows you to import incidents using an ASCII (.csv) file. Incidents are

an employee performance tool used with the optional Incidents & Points module.

To import incidents:

1. Click . The Import Incidents Wizard is displayed.

2. Click Next. The Select File to Import page is displayed.

3. Use to browse to the ASCII (.csv) file containing the incidents you want to

import.

4. Click Next. The Select Type of Incidents to Import page is displayed.

5. Choose to import historical incidents or import incident adjustments.

6. Click Next. The Selecting Incident Clearing Options page is displayed.

7. Choose what to do with incidents prior to the installation date. You can choose

to remove incidents, remove incidents only for imported employees, or choose

not to remove existing incidents.

8. Click Next. The Select Compute Incidents Option page is displayed.

9. Select the check box to recompute incidents after the import process.

10. Click Next. The Import Incidents page is displayed.

Using Imports

Importing and Exporting Information 21

11. Click Execute to begin the import. When the import is complete, click Next. The

Finished page is displayed.

Parameter XML Import

This import sets parameters in Attendance Enterprise. These settings are reflected in

the Parameter Profiler. This is used by the installing technician for easy parameter

setup and updating.

Basic Tab

Type a descriptive name for the import or use the default name.

Using Imports

22 Attendance Enterprise

Import Parameters Tab

Complete the fields as described in the following table.

Field Description

Filename Specifies the name of the file to import into

Attendance Enterprise. Click to browse for the file.

File Format Specifies the format of the file that is being imported. The

selection list contains supported import formats.

Schedule Import

This import adds employee schedules to Attendance Enterprise.

Using Imports

Importing and Exporting Information 23

Basic Tab

Type a descriptive name for the import or use the default name.

Import Parameters Tab

Complete the fields as described in the following table.

Field Description

Filename Specifies the name of the file to import into

Attendance Enterprise. Click to browse for the file.

Using Imports

24 Attendance Enterprise

Field Description

File Format Specifies the format of the file to be imported. The selection

list contains supported import formats.

WG Format Specifies whether fields that contain workgroups are imported

as workgroup numbers or codes.

Schedule Pattern Import

This import adds defined schedule patterns to Attendance Enterprise.

Basic Tab

Type a descriptive name for the import or use the default name.

Using Imports

Importing and Exporting Information 25

Import Parameters Tab

Complete the fields as described in the following table.

Field Description

Filename Specifies the name of the file to import into

Attendance Enterprise. Click to browse for the file.

File Format Specifies the format of the file that is being imported. The

selection list contains supported import formats.

WG Format Specifies whether fields that contain workgroups are imported

as workgroup numbers or codes.

Schedule Pattern XML Import

This import brings schedule pattern information into Attendance Enterprise using an

XML file. This export is for use with the Schedule Pattern XML export.

To use the import:

1. Right-click on the Schedule Patterns folder and select Import Schedule Pattern.

Using Imports

26 Attendance Enterprise

2. Browse to the XML file you want to import (created using the Schedule Pattern

XML export) and click Open.

Scheduled Budgets Import

This import adds schedule budgeting information to Attendance Enterprise.

Basic Tab

Type a descriptive name for the import or use the default name.

Using Imports

Importing and Exporting Information 27

Import Parameters Tab

Complete the fields as described in the following table.

Field Description

Filename Specifies the name of the file to import into

Attendance Enterprise. Click to browse for the

file.

File Format Specifies the format of the file to be imported. The

selection list contains supported import formats.

Import file uses

Attendance

Professional format

If selected, specifies the import file is in Attendance

Professional format.

Simple Employee Import

This import adds a truncated amount of information about each employee to

Attendance Enterprise: name, ID, badge number, workgroup set, and pay class

information.

Using Imports

28 Attendance Enterprise

Basic Tab

Type a descriptive name for the import or use the default name.

Import Parameters Tab

Complete the fields as described in the following table.

Using Imports

Importing and Exporting Information 29

Field Description

Filename Specifies the name of the file to import into

Attendance Enterprise. Click to browse for the

file.

File Format Specifies the format of the file that is being imported.

The selection list contains supported import formats.

Import Employees By

this Key

Specifies the field that Attendance Enterprise checks

to determine whether the employee already exists.

If the employee name exists, the import information

updates the employee record. If the employee name

does not exist, the specified field in the import file

becomes the Attendance Enterprise employee ID. You

can select employee ID, social security number or

badge.

Do not create detailed

log entries

If selected, the size of log entries created during the

import is limited.

Import employee

name as 3 cols (Last,

First, M)

If selected, employee names are imported as 3

columns.

WG Format Specifies whether fields that contain workgroups are

imported as workgroup numbers or codes.

Supervisor Edits Import

This import adds supervisor edits into Attendance Enterprise.

Using Imports

30 Attendance Enterprise

Basic Tab

Type a descriptive name for the import or use the default name.

Import Parameters Tab

Complete the fields as described in the following table.

Field Description

Filename Specifies the name of the file to import into

Attendance Enterprise. Click to browse for the file.

Using Imports

Importing and Exporting Information 31

Field Description

File Format Specifies the format of the file that is being imported. The

selection list contains supported import formats.

Transfer Rates Import

This import adds employee workgroup transfer rates to Attendance Enterprise.

Basic Tab

Type a descriptive name for the import or use the default name.

Using Imports

32 Attendance Enterprise

Import Parameters Tab

Complete the fields as described in the following table.

Field Description

Filename Specifies the name of the file to import into

Attendance Enterprise. Click to browse for the file.

File Format Specifies the format of the file that is being imported. The

selection list contains supported import formats.

WG Format Specifies whether fields that contain workgroups are imported

as workgroup numbers or codes.

Workgroup Import

This import adds workgroups to Attendance Enterprise.

Using Imports

Importing and Exporting Information 33

Basic Tab

Type a descriptive name for the import or use the default name.

Import Parameters Tab

Complete the fields as described in the following table.

Field Description

Filename Specifies the name of the file to import into

Attendance Enterprise. Click to browse for the file.

Using Imports

34 Attendance Enterprise

Field Description

File Format Specifies the format of the file that is being imported. The

selection list contains supported import formats.

WG Level Tab

Select the workgroup level to import. Your workgroup levels will have different

names. In this example, Locations is workgroup level 1, Departments is workgroup

level 2, and Cost Centers is workgroup level 3.

Summary

Attendance Enterprise allows you to import data from various applications. Each

import task in Attendance Enterprise has a unique set of properties that can be

defined for your company‟s needs.

Importing and Exporting Information 35

Chapter 3 Using Exports

This chapter explains export tasks and describes how to define them.

Understanding Exports

Exports extract data from Attendance Enterprise for use in other applications and

databases. Most export types give you a choice of several export formats. You can

choose the one that most closely matches your intended application and its import

capabilities. Appendix B documents the file structure for each of the data exports in

one or more of the following formats:

ASCII (.csv)

dBASE® III

T.M.S. 85 (available for InfoTronics T.M.S. 85 system for pay period totals and

schedule exports)

TimeBank® formats for certain payroll exports provided by Integrated Design,

Inc.

Attendance Enterprise Data Exports

Exports available in Attendance Enterprise are described in the following table:

Export Type Description

Benefit Balance Exports benefit balances for the workgroups you select.

Common

Schedules

Exports common schedules defined for the workgroups

you select.

Comprehensive

Employee

Exports all employee information.

Custom Exports information that you select to create a custom

export file.

Daily Totals Exports the daily total of hours and dollars, including

workgroup, for the specified period.

Using Exports

36 Attendance Enterprise

Export Type Description

Employee

Schedules

Exports employee schedules for the specified time

period.

Employee XML Exports employee information in XML format.

Generic Hours Exports the home workgroup, transfer workgroup, and

rate information, as well as job code, shift, and position

number.

PCS Employee Exports employee information. Only for use with PCS

payroll software.

Period Totals Exports the hours and dollars, the home workgroup and

rate, and any transfer workgroups and rates for the

specified pay period for all employees.

Shift Detail Exports punch dates and times for the current or previous

pay period.

Simple Employee Exports the employee name, ID, badge number,

workgroup set, and pay class information.

Transfer Rates Exports transfer pay rates for employees.

Workgroup Exports a list of workgroups, including names, numbers,

and codes, for each workgroup level.

Adding an Export Task

To add an export task:

1. Right-click Exports in the Tasks folder, right-click Add Export Task, or double-

click Add Export Task and select New or New Export.

Using Exports

Importing and Exporting Information 37

The New Export type window is displayed.

2. Select an export and click OK. The export properties window is displayed.

Using Exports

38 Attendance Enterprise

3. Complete each tab. See the following sections for detailed instructions for each

export.

4. Change user access permissions, if needed. See page 2.

5. Select Edit Properties Before Execution or Save Changes Made During

Execution, if needed, on the User Settings tab.

6. Click OK. The export task is added to the Exports folder.

Benefit Balance Export

This export saves benefit balances for the workgroups you select to a file.

Using Exports

Importing and Exporting Information 39

Basic Tab

Type a descriptive name for the export or use the default name.

Export Parameters Tab

Using Exports

40 Attendance Enterprise

Field Description

Filename Specifies the name of the file to export.

File Format Specifies the format of the file to be exported. The selection

list contains supported export formats.

Includes Tab

1. Select the status types, pay types, and employees to include. If you choose to

include either Active or Terminated (instead of All) employees, you can further

narrow the group by active or terminated status types.

2. Choose a date range for the export.

Using Exports

Importing and Exporting Information 41

Workgroups Tab

Select the workgroups to include in the export. Click on a workgroup level (here

shown as Locations, Departments, Cost Centers) to display the workgroups at that

level. Select the pay period class to include, if needed.

Date Range Tab

Using Exports

42 Attendance Enterprise

Complete the fields as described in the following table.

Field Description

Time Period Specifies a time period for the export

Start Date Specifies start date for a custom time period

End Date Specifies end date for a custom time period

Benefit Parameters Tab

Select a format for the export. You can include one benefit per line or all benefits on

one line. If you choose One Benefit per line, select Export balances from end of

current pay period instead of beginning if you want to export the most recent rather

than the earliest benefit balances.

If you choose All Benefits on one line, select Export Header Record to export

column names. Select Export empty values for benefits if necessary.

Common Schedules Export

The common schedules export saves common schedule information to a file.

Using Exports

Importing and Exporting Information 43

Basic Tab

Type a descriptive name for the export or use the default name.

Export Parameters Tab

Field Description

Filename Specifies the name of the file to export.

Using Exports

44 Attendance Enterprise

Field Description

File Format Specifies the format of the file to be exported. The selection

list contains supported export formats.

Includes Tab

Select the level 2 workgroups to include in the export. Common schedules are

associated with workgroup level 2.

Use CTRL to select non-sequential workgroups.

Use SHIFT to select multiple sequential workgroups.

Use All to select all workgroups.

Use None to clear all workgroups.

Comprehensive Employee Export

This import saves all employee information to a file.

Using Exports

Importing and Exporting Information 45

Basic Tab

Type a descriptive name for the export or use the default name.

Export Parameters Tab

Field Description

Filename Specifies the name of the file to export.

Using Exports

46 Attendance Enterprise

Field Description

File Format Specifies the format of the file to export. The

selection list contains supported export formats.

Use 4 digit year Specifies a 4-digit, instead of a 2-digit, year is

exported.

WG Format Specifies whether the workgroup number or code is

exported.

Export employee

name as 3 cols (Last,

First, M)

Specifies the employee name is exported in 3

columns.

Includes Tab

1. Select the status types, pay types, and employees to include. If you choose to

select Active or Terminated employees, you can further narrow the group by

active or terminated status types.

2. Choose a date range for the export.

Using Exports

Importing and Exporting Information 47

Workgroups Tab

Select the workgroups to include in the export. Click on a workgroup level (here

shown as Locations, Departments, Cost Centers) to display the workgroups at that

level. Select the pay period class to include, if needed.

Custom Export

Custom exports save Attendance Enterprise information you select to a file.

Using Exports

48 Attendance Enterprise

Basic Tab

Type a descriptive name for the export or use the default name.

Export Parameters Tab

Using Exports

Importing and Exporting Information 49

Field Description

Filename Specifies the name of the file to export.

File Format Specifies the format of the file that is being exported. The

selection list contains supported import formats.

Use 4 digit

year

If selected, specifies a 4-digit, instead of a 2-digit, year is

exported.

Includes Tab

1. Select the status types, pay types, and employees to include. If you choose to

select Active or Terminated employees, you can further narrow the group by

active or terminated status types.

2. Choose a date range for the export.

Using Exports

50 Attendance Enterprise

Workgroups Tab

Select the workgroups to include in the export. Click on a workgroup level (here

shown as Locations, Departments, Cost Centers) to display the workgroups at that

level. Select the pay period class to include, if needed.

Date Range Tab

Using Exports

Importing and Exporting Information 51

Complete the fields as described in the following table.

Field Description

Time Period Specifies a time period for the export

Start Date Specifies starting date for a custom time period

End Date Specifies ending date for a custom time period

Fields Tab

1. Select a field to include in the export by selecting it in the Fields column. Click

to add the field to the Include column. Click to remove the field from

the Include column. Once you have selected fields to include in the export, you

can move them up or down in priority using or .

Note: Custom fields beyond the original 6 are now available for use in this export.

2. Select options for each field in the Include column using the characteristics

listed in the table below. When the field is selected in the Include column, the

Options correspond to that field.

Using Exports

52 Attendance Enterprise

Field Description

Column

Name

Specifies the name of the column for the option currently

selected in the Includes list area.

Column

Alignment

Specifies the alignment of the column, either right or left.

Column

Width Specifies the width of the column.

Display field

when

Specifies that the currently highlighted field is included in

the export when one of the following conditions is met:

Always.

This field is greater than Amount field.

Base rate of pay has changed in reporting period.

Emp has more Generalized Reg Hrs than Amount field.

Emp has more Generalized Ovt Hrs than Amount field.

Emp has more Generalized Spl Hrs than Amount field.

Emp has more Uncategorized Generalized Hrs than

Amount field.

Emp became terminated in period.

Emp became active in period.

Amount Specifies the amount associated with the Display field

when field.

Display as Specifies whether the amount displayed is in hours, hours

in hundredths, or dollars. Enabled only for fields that have

amounts associated with them.

Display totals

for

Specifies whether the totals displayed are for the entire

period or for a specific day in the period.

Using Exports

Importing and Exporting Information 53

Other Tab

Complete the fields as described in the following table.

Using Exports

54 Attendance Enterprise

Field Description

Display employee

only when

Specifies that the employee is included in the export

when one of the following conditions is met:

Always.

There are more Generalized Reg Hrs than Amount in

period.

There are more Generalized Ovt Hrs than Amount in

period.

There are more Generalized Spl Hrs than Amount in

period.

There are more Uncategorized Generalized Hrs than

Amount in period.

Emp‟s birthdate is in time period.

Emp‟s hiredate is in time period.

Emp‟s full time date is in time period.

Emp contains an unapproved Time Card in period.

Emp has a schedule pattern.

Emp‟s Generalized Reg+Ovt Hrs is greater than their

avg weekly hrs.

Emp‟s hiredate anniversary is in time period.

Emp‟s full time date anniversary is in time period.

Amount Specifies the amount associated with the Display

employee only when field.

Estimate

Remainder of

Current Period

If selected, specifies that the export contains an estimate

of the remainder of the current period.

Attendance Enterprise estimates are based on employee

schedules.

Using Exports

Importing and Exporting Information 55

Field Description

Export Header

Record

If selected, specifies that the export header record is

included. The header record is defined by the column

attributes on the Fields tab.

Remove dashes

from SSN field

If selected, removes dashes from employee‟s social

security number.

Use zero padding

on pay designation

fields

If selected, and if the pay designation column width is

greater than required, zeros precede the amount. For

example, if the Reg Hours field is 7 characters in length

and the actual value is 23, the value is displayed as

0000023.

Use implicit

decimals (assume

two decimal

places)

If selected, the decimal point is not displayed. The value

23.75 is displayed as 2375.

Use two decimals

instead of four on

dollar amounts

If selected, only 2 decimal places are exported with

dollar amounts, regardless of system settings.

Exclude

terminated

employees

If selected, terminated employee data is not included in

the export.

Delimiter Specifies the character used to separate fields in the .csv

file.

Text Qualifier Specifies the character used at the beginning and end of

text in the field.

Daily Totals Export

This export saves the daily total of hours and dollars per workgroup for the specified

period to a file.

Using Exports

56 Attendance Enterprise

Basic Tab

Type a descriptive name for the export or use the default name.

Export Parameters Tab

Using Exports

Importing and Exporting Information 57

Field Description

Filename Specifies the name of the file to export from

Attendance Enterprise.

File Format Specifies the format of the file to be exported. The

selection list contains supported export formats.

Export in Weekly

Format

If selected, specifies that data is displayed by week

when the Time Bank file format is selected.

Use four digit year If selected, specifies that the year is recorded as a 4-

digit number instead of a 2-digit number.

Export WG Levels

beyond level 3

If selected, workgroup levels greater that level 3 are

exported.

Includes Tab

1. Select the status types, pay types, and employees to include. If you choose to

include either Active or Terminated (instead of All) employees, you can further

narrow the group by active or terminated status types.

2. Choose a date range for the export.

Using Exports

58 Attendance Enterprise

Workgroups Tab

Select the workgroups to include in the export. Click on a workgroup level (here

shown as Locations, Departments, Cost Centers) to display the workgroups at that

level. Select the pay period class to include, if needed.

Date Range Tab

Using Exports

Importing and Exporting Information 59

Complete the fields as described in the following table.

Field Description

Time Period Specifies a time period for the export

Start Date Specifies starting date for a custom time period

End Date Specifies ending date for a custom time period

Options Tab

Complete the fields as described below. These options only apply to the TMS 85

export format and do not affect other export formats.

Field Description

Include Worked

Workgroup 1

Includes the number for workgroup 1 in the export file.

Include Rate and

Dollars

Includes the employee rates along with dollar totals in

the export file.

Include Home

Workgroups

Includes the home workgroup, in addition to the

workgroups in which the employee worked, in the

export file.

Using Exports

60 Attendance Enterprise

Field Description

Include Home Rate Includes the rate defined in the employee definition, in

addition to any rates specified for workgroups and

transfers.

Employee Schedules Export

This export saves employee schedules to a file.

Basic Tab

Type a descriptive name for the export or use the default name.

Using Exports

Importing and Exporting Information 61

Export Parameters Tab

Field Description

Filename Specifies the name of the file to export from

Attendance Enterprise.

File Format Specifies the format of the file to be exported. The

selection list contains supported export formats.

Use four digit year If selected, specifies that the year is recorded as a 4-

digit number instead of a 2-digit number.

Using Exports

62 Attendance Enterprise

Includes Tab

1. Select the status types, pay types, and employees to include. If you choose to

select Active or Terminated employees, you can further narrow the group by

active or terminated status types.

2. Choose a date range for the export.

Using Exports

Importing and Exporting Information 63

Workgroups Tab

Select the workgroups to include in the export. Click on a workgroup level (here

shown as Locations, Departments, Cost Centers) to display the workgroups at that

level. Select the pay period class to include, if needed.

Date Range Tab

Using Exports

64 Attendance Enterprise

Complete the fields as described in the following table.

Field Description

Time Period Specifies a time period for the export

Start Date Specifies starting date for a custom time period

End Date Specifies ending date for a custom time period

Options Tab

These options only apply to the TMS 85 export format and do not affect other export

formats. Complete the fields as described below.

Field Description

Include Workgroup

1

If selected, includes the number for workgroup 1 in the

export file.

Include Additional

Employee

Information

If selected, includes additional fields such as the

employee‟s rate, badge number, clock group, and pay

class.

Include Period

Information

If selected, includes a summary of the period hours for

the employee.

Using Exports

Importing and Exporting Information 65

Employee XML Export

The Execute Export Employee XML Wizard button launches the Export

Employee XML Wizard.

To export employee data in an XML file:

1. Click . The Export Employee XML Wizard is displayed.

2. Click Next. The Employee page is displayed.

3. Click Select an Employee. Select an employee from the Find Employee

window.

4. Click OK. The employee information is added to the fields.

Using Exports

66 Attendance Enterprise

5. Click Next. The Export Destination page is displayed.

6. If you want, use to select a new filename.

7. Click Next. The Options page is displayed.

8. Select the information to include in the XML file.

Use the All or None buttons to quickly select or clear all check boxes.

9. Change the date range if needed.

10. Click Next. The Export Employee XML Wizard is Complete page is displayed.

Using Exports

Importing and Exporting Information 67

11. Click Finish. An XML file is saved to the selected filename and location.

Generic Hours Export

This export saves the home workgroup, transfer workgroup, and rate information, as

well as job code, shift, and position number, to a file.

Basic Tab

Type a descriptive name for the export or use the default name.

Using Exports

68 Attendance Enterprise

Export Parameters Tab

Field Description

Filename Specifies the name of the file to export from

Attendance Enterprise.

File Format Specifies the format of the file to be exported. The

selection list contains supported export formats.

Use four digit year If selected, specifies that the year is recorded as a 4-

digit number instead of a 2-digit number.

Using Exports

Importing and Exporting Information 69

Includes Tab

1. Select the status types, pay types, and employees to include. If you choose to

select Active or Terminated employees, you can further narrow the group by

active or terminated status types.

2. Choose a date range for the export.

Using Exports

70 Attendance Enterprise

Workgroups Tab

Select the workgroups to include in the export. Click on a workgroup level (here

shown as Locations, Departments, Cost Centers) to display the workgroups at that

level. Select the pay period class to include, if needed.

Date Range Tab

Using Exports

Importing and Exporting Information 71

Complete the fields as described in the following table.

Field Description

Time Period Specifies a time period for the export

Start Date Specifies starting date for a custom time period

End Date Specifies ending date for a custom time period

Generic Hours Params Tab

PCS Employee Export

This export saves employee data to an .fil file. The PCS employee export is for use

only with Proficient Computing Systems (PCS) Payroll software.

Using Exports

72 Attendance Enterprise

Basic Tab

Type a descriptive name for the export or use the default name.

Includes Tab

1. Select the status types, pay types, and employees to include. If you choose to

select Active or Terminated employees, you can further narrow the group by

active or terminated status types.

Using Exports

Importing and Exporting Information 73

2. Choose a date range for the export.

Workgroups Tab

Select the workgroups to include in the export. Click on a workgroup level (here

shown as Locations, Departments, Cost Centers) to display the workgroups at that

level. Select the pay period class to include, if needed.

Date Range Tab

Using Exports

74 Attendance Enterprise

Complete the fields as described in the following table.

Field Description

Time Period Specifies a time period for the export

Start Date Specifies start date for a custom time period

End Date Specifies end date for a custom time period

PCS Employee Export Tab

Complete the fields as shown in the following table.

Using Exports

Importing and Exporting Information 75

Field Description

Export Filename Specifies the name of the file to export from

Attendance Enterprise. The file designation must be

.fil.

Company Number Specifies the company number.

Department Mask Specifies the department mask. For more information

about masks, see Managing Your System in the

Attendance Enterprise documentation set.

Branch Mask Specifies the branch mask. For more information

about masks, see Managing Your System in the

Attendance Enterprise documentation set.

Include Rates If selected, employee pay rates are included in the

export.

Include Terminated

Employees

If selected, terminated employees are included in the

export. You can choose to export all terminated

employee information, or only information in the date

range selected on the Date Range tab.

Period Totals Export

The period total export saves the hours and dollars, the home workgroup and rate,

and any transfer workgroups and rates for the specified pay period to a file.

Using Exports

76 Attendance Enterprise

Basic Tab

Type a descriptive name for the export or use the default name.

Export Parameters Tab

Using Exports

Importing and Exporting Information 77

Field Description

Filename Specifies the name of the file to export from

Attendance Enterprise.

File Format Specifies the format of the file to be exported. The

selection list contains supported export formats.

Pay Period Specifies that either the current or previous pay period

is used in the pay period total export.

Use four digit year If selected, specifies that the year is recorded as a 4-

digit number instead of a 2-digit number.

Estimate Remainder

of Current Pay Period

If selected, uses the employee schedules to estimate

period totals for the remainder of the current pay

period.

Export WG levels

beyond level 3

If selected, workgroup levels over 3 are included in

the export.

Includes Tab

1. Select the status types, pay types, and employees to include. If you choose to

select Active or Terminated employees, you can further narrow the group by

active or terminated status types.

2. Choose a date range for the export.

Using Exports

78 Attendance Enterprise

Workgroups Tab

Select the workgroups to include in the export. Click on a workgroup level (here

shown as Locations, Departments, Cost Centers) to display the workgroups at that

level. Select the pay period class to include, if needed.

Options Tab

Using Exports

Importing and Exporting Information 79

Complete the fields as described below. These options only apply to the TMS 85

export format and do not affect other export formats.

Field Description

Include Worked

Workgroup 1

If selected, includes the number for workgroup 1 in the

export file.

Include Rate and

Dollars

If selected, includes the employee rates along with

dollar totals in the export file.

Include Home

Workgroups

If selected, includes the home workgroup, in addition to

the workgroups in which the employee worked, in the

export file.

Include Home Rate If selected, includes the rate defined in the employee

definition, in addition to any rates specified for

workgroups and transfers.

Schedule Pattern XML Export

This export saves schedule pattern information to an XML file. This export is for use

with the Schedule Pattern XML import.

To use the export:

1. Right-click on the Schedule Patterns folder and select Export All Schedule

Patterns.

2. Type a name for the export file and click Save.

Using Exports

80 Attendance Enterprise

Shift Detail Export

This export saves punch dates and times for the current or previous pay period to a

file.

Type a descriptive name for the export or use the default name.

Export Parameters Tab

Using Exports

Importing and Exporting Information 81

Field Description

Filename Specifies the name of the file to export from

Attendance Enterprise.

File Format Specifies the format of the file to be exported. The

selection list contains supported export formats.

Pay Period Specifies that either the current or previous pay period

is used in the pay period total export.

Use four digit year If selected, specifies that the year is recorded as a 4-

digit number instead of a 2-digit number.

Includes Tab

1. Select the status types, pay types, and employees to include. If you choose to

select Active or Terminated employees, you can further narrow the group by

active or terminated status types.

2. Choose a date range for the export.

Using Exports

82 Attendance Enterprise

Workgroups Tab

Select the workgroups to include in the export. Click on a workgroup level (here

shown as Locations, Departments, Cost Centers) to display the workgroups at that

level. Select the pay period class to include, if needed.

Simple Employee Export

This export saves punch dates and times for the current or previous pay period to a

file.

Using Exports

Importing and Exporting Information 83

Basic Tab

Type a descriptive name for the export or use the default name.

Export Parameters Tab

Using Exports

84 Attendance Enterprise

Field Description

Filename Specifies the name of the file to export from

Attendance Enterprise.

File Format Specifies the format of the file that is being exported.

The selection list contains supported export formats.

WG format Specifies whether the workgroup number or code is

exported.

Export employee

name as 3 cols (Last,

First, M)

If selected, specifies the employee name is exported

as 3 columns.

Includes Tab

1. Select the status types, pay types, and employees to include. If you choose to

select Active or Terminated employees, you can further narrow the group by

active or terminated status types.

2. Choose a date range for the export.

Using Exports

Importing and Exporting Information 85

Workgroups Tab

Select the workgroups to include in the export. Select a workgroup level (here

shown as Locations, Departments, Cost Centers) to display the workgroups at that

level. Select the pay period class to include, if needed.

Transfer Rates Export

This export saves transfer pay rates for employees to a file.

Using Exports

86 Attendance Enterprise

Type a descriptive name for the export or use the default name.

Export Parameters Tab

Field Description

Filename Specifies the name of the file to export from

Attendance Enterprise.

File Format Specifies the format of the file to be exported. The

selection list contains supported export formats.

WG format Specifies whether the workgroup number or code is

exported.

Using Exports

Importing and Exporting Information 87

Includes Tab

1. Select the status types, pay types, and employees to include. If you choose to

select Active or Terminated employees, you can further narrow the group by

active or terminated status types.

2. Choose a date range for the export.

Workgroups Tab

Using Exports

88 Attendance Enterprise

Select the workgroups to include in the export. Click on a workgroup level (here

shown as Locations, Departments, Cost Centers) to display the workgroups at that

level. Select the pay period class to include, if needed.

Options Tab

Complete the field as described below. This option only applies to the TMS 85

export format and does not affect other export formats.

Field Description

Include Workgroup 1 Includes the number for workgroup 1 in the export

file.

Workgroup Export

This export saves Attendance Enterprise workgroups to a file.

Using Exports

Importing and Exporting Information 89

Basic Tab

Type a descriptive name for the export or use the default name.

Export Parameters Tab

Using Exports

90 Attendance Enterprise

Field Description

Filename Specifies the name of the file to export from

Attendance Enterprise.

File Format Specifies the format of the file that is being exported.

The selection list contains supported export formats.

Includes Tab

Select the workgroup level to export (here shown as Locations, Departments, Cost

Centers). Your workgroup levels will be different.

Summary

Attendance Enterprise allows you to export data for use with various applications.

Each export task in Attendance Enterprise has a unique set of properties that can be

defined for your company‟s needs.

Importing and Exporting Information 91

APPENDIX A Import File Formats

This appendix documents the format of import files. Supported file formats are

described for each import type.

The file formats are presented in tables. Table rows describe each field in the import

file. The tables contain a column labeled Format. The following notation is used to

describe data formats:

Abbreviation Description

A/N Alphanumeric

A Alphabetic

N Numeric

MM Numeric 1-12, representing month

DD Numeric 01-31, representing day of the month

YY Numeric, representing last two digits of year

HH Numeric 00-99, representing hours

mm Numeric 00-59, representing minutes

hh Numeric, 00-99 representing hundredths

APPENDIX A

92 Attendance Enterprise

Badge Initiated Transactions

Badge Initiated Transactions CSV Import Format

Field Format

Badge Number N

Transaction Type N

Date “MM/DD/YY”

Time “HH:mm”

Transfer Information 1 = Add a Punch

101 = Workgroup Transfer

Badge Initiated Transactions DBF Import Format

Field Format

Badge Number N

Station N

Date Date

Time HH.hh

Transaction Type N

Workgroups 1 - 7 N

Comprehensive Employee

Comprehensive Employee CSV Import Format

Field Format

Name A

ID A/N

SSN A/N, can include dashes

Badge N

APPENDIX A

Importing and Exporting Information 93

Field Format

PayClass N

WG1 A/N or N, depending on task

WG2 A/N or N, depending on task

WG3 – WG7 A/N or N, depending on task

Custom1 A

Custom2 A

Custom3 A

Custom4 A

Custom5 A

Custom6 A

Schedule Pattern A/N or N

Active Status N

Termination Date “MM/DD/YY”

Hire Date “MM/DD/YY”

WG Date “MM/DD/YY”

Status N

Full Time Date “MM/DD/YY”

Pay Type N

Rate N.NN

Rate Date “MM/DD/YY”

Salary Hours HH.hh

Address 1 A

Address 2 A

City A

APPENDIX A

94 Attendance Enterprise

Field Format

State A

Zip A/N

Clock Group N

Phone1 A/N

Phone2 A/N

Union A

Birth Date “MM/DD/YY”

SchPatt Date “MM/DD/YY”

Comprehensive Employee dBASE III Import Format

Field Format Size Decimal Places

Name Character 30

ID Character 10

SSN A/N 10

Badge Numeric 9 0

PayClass Numeric 2 0

WG1 Numeric 3 0

WG2 Numeric 3 0

WG3 Numeric 3 0

Custom1 Character 30

Custom2 Character 30

Custom3 Character 30

Custom4 Character 30

Custom5 Character 30

Custom6 Character 30

APPENDIX A

Importing and Exporting Information 95

Field Format Size Decimal Places

Schedule

Pattern Numeric 2 0

Active Status Numeric 2 0

Termination

Date

Date 8

Hire Date Date 8

WG Date Date 8

Status Numeric 2 0

Full Time

Date

Date 8

Pay Type Numeric 2 0

Rate Numeric 7 2

Rate Date Date 8

Salary Hours Numeric

HHH.hhh 6 2

Address 1 Character 30

Address 2 Character 30

City Character 30

State Character 4

Zip A/N 10

Clock Group Numeric 2 0

Phone1 A/N 11

Phone2 A/N 11

Union Character 5

Birth Date Date 8

SchPatt Date Date 8

APPENDIX A

96 Attendance Enterprise

Comprehensive Employee TMS 85 Import Format

Header Record

Field Format Length Comment

Number of

Employees

N 6

Reserved N 2 “0”

Hours type N 1 0 = HHhh

1= HHmm

Reserved N 1

Effective

Rate Date

N 6 MMDDYY

If set to all 0‟s, current date

will be used instead.

Reserved N 291 “0”

Data Record

Field Format Length Comment

SSN A/N 9

Name A/N 30

Address 1 A/N 30

Address 2 A/N 30

City A/N 30

State A/N 2

Zip A/N 5

Main Phone A/N 10

Aux Phone A/N 10

Union A/N 5

Hire Date N 6 MMDDYY

APPENDIX A

Importing and Exporting Information 97

Field Format Length Comment

Full Time

Date N 6 MMDDYY

Birth Date N 6 MMDDYY

Termination

Date

N 6 MMDDYY

ID A/N 9

Badge N 4

Reserved N 1 0

Active Status N 1

Pay Type N 1

Clock Group A 1 0-9, A-F

Rate N 6 2 decimal places assumed

WG1 N 3

WG2 N 3

WG3 N 3

Status N 1

Reserved N 1 0

Reserved N 4

Benefit 1 N 6 Ignored

Benefit 2 N 6 Ignored

Benefit 3 N 6 Ignored

Benefit 4 N 6 Ignored

Benefit 5 N 6 Ignored

Benefit 6 N 6 Ignored

Benefit 7 N 6 Ignored

APPENDIX A

98 Attendance Enterprise

Field Format Length Comment

Benefit 8 N 6 Ignored

Benefit 9 N 6 Ignored

Benefit 10 N 6 Ignored

Pay Period

Class

N 2

Pay Des

Class

N 2

Schedule

Class

N 2

Ovt Class N 2

Rounding

Class

N 2

Holiday Class N 2

Holiday Class N 2

Premium

Class

N 2

Lunch Class N 2

Transfer

Class N 2

Exception

Class

N 2

Restriction

Class

N 2

Employee Import

The Import Employees wizard uses files exported from Attendance Enterprise.

APPENDIX A

Importing and Exporting Information 99

Employee Benefits Import

Employee Benefits Import CSV Format

Field Format

Employee ID N

Benefit N

Effective Date “MM/DD/YY”

Amount N

Action 0 = Replace existing employee‟s internal benefit balance

1 = Add to (credit) existing employee‟s internal benefit

balance

Note: Select the Add to existing benefits instead of replacing them field on the Additional Parameters tab of the Properties of Employee Benefits Import window

2 = Subtract from (debit) existing employee‟s internal benefit

balance

Employee XML Import

Employee XML imports use files exported using Attendance Enterprise employee

exports.

Parameter XML Import

Parameter XML imports use files exported using the Attendance Enterprise

Parameter XML export.

Schedule Import

Schedule CSV Import Format

Field Format Notes

ID “A/N”

Schedule “MM/DD/YY”

APPENDIX A

100 Attendance Enterprise

Field Format Notes

Range Start

Date

Schedule

Range End

Date

“MM/DD/YY”

Replace N 0 = Add schedule

1 = Replace schedules

Schedule

Date

“MM/DD/YY”

Start Time “HH:mm”

End Time “HH:mm”

Scheduled

Hours HH.hh Hours in hundredths

WG1 N A/N or N, depending on task

0 = Home workgroup

WG2 N A/N or N, depending on task

0 = Home workgroup

WG3 N A/N or N, depending on task

0 = Home workgroup

Rate N.NN 0 = Base rate

if SchType = 2 and Ben is

doll, rate contains benefit

dollar value

Schedule

Type N 0 = Normal

1 = Fle

2 = Benefit

APPENDIX A

Importing and Exporting Information 101

Field Format Notes

99 = Ignore

Benefit N

Schedule dBASE III Import Format

Field Format Size Decimal Places

Notes

ID Character 10

Schedule

Range Start

Date

Date 8

Schedule

Range End

Date

Date 8

Replace Numeric 1 0 0 = Add schedule

1 = Replace

schedules

Schedule Date Date 8

Start Time Numeric 5 2 HH.mm

End Time Numeric 5 2 HH.mm

Scheduled

Hours HH.hh 6 2 Hours are in

hundredths

WG1 Numeric 3 0 0 = Home workgroup

WG2 Numeric 3 0 0 = Home workgroup

WG3 Numeric 3 0 0 = Home workgroup

APPENDIX A

102 Attendance Enterprise

Field Format Size Decimal Places

Notes

Rate Numeric 6 2 0 = Base rate

if SchType = 2 and

Ben is doll, rate

contains benefit

dollar value

Schedule Type Numeric 2 0 0 = Normal

1 = Fle

2 = Benefit

99 = Ignore

Benefit N 2 0

Schedule TMS 85 Import Format

Header Record

Field Format Length Comment

Number of

Records

NNNNNN 6

Key Type Flag N 1 1 = Employee ID

2 = SSN

3 = Badge

Minutes/Hund

Flag N 1 0 = Time/Hours in

hundredths

1 = Minutes

Replacement

Flag

N 1 0 = Add schedules

1 = Replace

Reserved N 19

Begin Date N 6 MMDDYY

APPENDIX A

Importing and Exporting Information 103

Field Format Length Comment

End Date N 6 MMDDYY

Reserved N 3 Included if workgroup level 1

is to be included in data

records

Employee Data Record

Field Format Length Comment

Employee

Key

A/N 9

Date MMDDYY 6

Start Time NNNN 4 If Schedule Type = 2, then

Start Time = Benefit Number

End Time NNNN 4 „00‟

Hours NNNN 4

WG1 NNN 3 Optional field

WG2 NNN 3

WG3 NNN 3

Rate NNNNN 5 2 decimal places implied.

0 = Base rate

If SchType = 2 and Ben is

doll, rate contains benefit

dollar value

Schedule

Type

NN 2 0 = Normal

1 = Fle

2 = Benefit

99 = Ignore

APPENDIX A

104 Attendance Enterprise

Schedule Pattern Import

Schedule Pattern CSV Import Format

Header Record

Field Format Notes

Num N If 0, Name will be used as key and Num will

be auto-assigned if this record contains a new

schedule pattern.

Name A/N

Type N 0 = Personal schedule pattern

1 = System schedule pattern

RefDate “MM/DD/Y

YYY”

Pattern reference date

StartDate “MM/DD/Y

YYY”

Pattern start date

SchPeriod N Length of pattern

Hol A “Y” or “N”. “Y” indicates pattern is to place

schedules on holidays.

EmpWG A “Y” or “N”. “Y” indicates to always use

employee‟s home workgroup.

EmpRate A “Y” or “N”. “Y” indicates to always use

employee‟s home rate.

Replace A “Y” or “N”. “Y” indicates that all schedules

imported will replace any existing schedules

assigned to this schedule pattern. “N”

indicates that all schedules imported for this

pattern will be added to any existing

schedules for this pattern.

Count N Indicates the number of data records to

follow. Each data record contains one

schedule.

APPENDIX A

Importing and Exporting Information 105

Data Record

Field Format Notes

SchDOP N Indicates the day number within the pattern.

For example, a value of 1 would indicate the

first day of the pattern.

Start Time “HH:mm”

End Time “HH:mm”

Scheduled

Hours

HH.hh Hours in hundredths

WG1 N or “A/N” Can be either workgroup number or

workgroup code

0 = Home workgroup

If alpha, then blank = Home workgroup

WG2 N or “A/N” Can be either workgroup number or

workgroup code

0 = Home workgroup

If alpha, then blank = Home workgroup

WG3 N or “A/N” Can be either workgroup number or

workgroup code

0 = Home workgroup

If alpha, then blank = Home workgroup

Rate N.NN 0 = Base rate

If SchType = 2 and Ben is doll, rate contains

benefit dollar value

APPENDIX A

106 Attendance Enterprise

Field Format Notes

Schedule

Type N 0 = Normal

1 = Fle

2 = Benefit

99 = Ignore

Benefit N

Schedule Pattern XML Import Format

This import is used with the file generated using the Schedule Pattern XML export.

Scheduled Budgets

Scheduled Budgets CSV Import Format

Field Format

Content Not currently used, must be 0

Date MM/DD/YYYY

Duration 1 - 7

Hours N

Dollars N

Benefit Hours N

Benefit Dollars N

WG 1 - 7 N

0 = All

APPENDIX A

Importing and Exporting Information 107

Scheduled Budgets CSV Import Format, Attendance Professional

Field Description

Budget Period

Begin Date MM/DD/YYYY

Duration in

Days

1 - 7

WG1 N

0 = All

WG2 N

0 = All

WG3 N

0 = All

Reserved 0

Hours N

Dollars N

WG4 N

0 = All

WG5 N

0 = All

WG6 N

0 = All

WG7 N

0 = All

APPENDIX A

108 Attendance Enterprise

Simple Employee

Simple Employee CSV Import Format

Field Format

Name A

ID A/N

SSN A/N

Badge N

Pay Class N

WG1 A/N or N, depending on task

WG2 A/N or N, depending on task

WG3 A/N or N, depending on task

Simple Employee dBASE III Import Format

Field Format Size Decimal Places

Name Character 30

ID Character 10

SSN A/N 10

Badge Numeric 9 0

Pay Class Numeric 2 0

WG1 Numeric 3 0

WG2 Numeric 3 0

WG3 Numeric 3 0

Supervisor Edit Import

Some fields in the Supervisor Edits import files change meaning and usage for the

different types of supervisor edits. This section includes information about the file

APPENDIX A

Importing and Exporting Information 109

layout (in the “Format” subsections). Layout information is followed by details on

the fields whose values depend on the type of edits you are making (in the “Edit

Types” subsections).

Supervisor Edits TMS 85 Import Format

Header Record

Field Format Length Comment

Number of

Records N 6

Key Type

Flag

N 1 1 = Emp ID

2 = SSN

3 = Badge

Hours Format

Flag

N 1 0 = Hours in hundredths

1 = Minutes

Reserved N 39 Zero filled

Data Record

Field Format Length Comment

Employee

Key

A/N 9

Edit Code NN 2

Date MMDDYY 6

Pay

Designation NN 2

Time/Hours 1 NNNN 4

Time/Hours 2 NNNN 4

APPENDIX A

110 Attendance Enterprise

Field Format Length Comment

Primary Dept N 10 First 3 = WG1

2nd three = WG2

3rd three = WG3

Last = reserved

Auxiliary

Dept

N 10 First 3 = WG1

2nd three = WG2

3rd three = WG3

Last = Reserved

Supervisor Edit Types for TMS 85 Import Format

For all Edit Types, the Date field contains the date of the edit. The edit time stamp is

read from the import file‟s date and time stamp. If a field is not included in the

table, it is ignored and should be zero.

Add Punch

Field Value

Edit Type 0 or 50

Time/Hours1 Time of punch

Delete Punch

Field Value

Edit Type 1

Time/Hours1 Time of punch

Credit Hours

Field Value

Edit Type 2

Pay

Designation

Pay des

Time/Hours1 Hours or Dollars

APPENDIX A

Importing and Exporting Information 111

Field Value

Time/Hours2 Rate (if Time/Hours1 is hours)

Primary Dept Workgroup to credit hours to

Debit Hours

Field Value

Edit Type 3

Pay

Designation

Pay Des

Time/Hours1 Hours or dollars

Time/Hours2 Rate (if Time/Hours1 is hours)

Primary Dept Workgroup to debit hours to

Special Edit

Field Value

Edit Type 4

Time/Hours1 Time

Pay

Designation

1 = Pay to scheduled start time

2 = Pay to scheduled end time

3 = Pay to actual start time

4 = Pay to actual end time

Add Tip

Field Value

Edit Type 51

Time/Hours1 First four digits of tip amount

Time/Hours2 Last four digits of tip amount

Pay

Designation

Pay designation

APPENDIX A

112 Attendance Enterprise

Subtract Tip

Field Value

Edit Type 52

Time/Hours1 First four digits of tip amount

Time/Hours2 Last four digits of tip amount

Pay

Designation

Pay designation

WG Transfer

Field Value

Edit Type 30

Time/Hours1 Time of transfer

Primary Dept Workgroup to transfer to

Rate Transfer

Field Value

Edit Type 32

Time/Hours1 Time of transfer

Time/Hours2 Rate (2 decimal places assumed)

Pay Des Transfer

Field Value

Edit Type 31

Time/Hours1 Time of transfer

Pay

Designation Pay designation

Period Block Transfer

Field Value

Edit Type 35

APPENDIX A

Importing and Exporting Information 113

Field Value

Pay

Designation Pay designation

Primary Dept Workgroup transferring from

Auxiliary

Dept

Workgroup transferring to

Time/Hours1 Hours

Daily Block Transfer

Field Value

Edit Type 36

Primary Dept Workgroup transferring from

Auxiliary

Dept

Workgroup transferring to

Time/Hours1 Hours

Supervisor Edits CSV Import Format

Field Format

ID A/N

Edit Type N

Date “MM/DD/YY”

Time “HH:mm”

Clock

Supervisor N

Primary WG1 N

Primary WG2 N

Primary WG3 N

Aux WG1 N

Aux WG2 N

APPENDIX A

114 Attendance Enterprise

Field Format

Aux WG3 N

Aux Value 1 N

Aux Value 2 N

Hours H.hh

Rate N.NN

Dollars N.NN

Time Stamp

Date

“MM/DD/YY”

Time Stamp

Time “HH:mm”

Supervisor Edits dBASE III Import Format

Field Format Size Decimal Places

ID Character 10

Edit Type Numeric 2 0

Date Date 8

Time Numeric

(HH.mm)

5 2

Clock

Supervisor

Numeric 2 0

Primary WG1 Numeric 3 0

Primary WG2 Numeric 3 0

Primary WG3 Numeric 3 0

Aux WG1 Numeric 3 0

Aux WG2 Numeric 3 0

Aux WG3 Numeric 3 0

Aux Value 1 Numeric 4 0

APPENDIX A

Importing and Exporting Information 115

Field Format Size Decimal Places

Aux Value 2 Numeric 4 0

Hours Numeric

(HH.hh) 6 2

Rate Numeric 7 2

Dollars Numeric 11 2

Time Stamp

Date

Date 8

Time Stamp

Time

Numeric

(HH.mm)

5 2

Supervisor Edit Types for CSV and dBASE III Import Formats

For all edit types, the Date field contains the date of the edit, Time Stamp Date

contains the date that the edit was made, Time Stamp Time contains the time the edit

was made. If a field is not included in the table, it is ignored and should be zero.

Add Punch

Field Value

Edit Type 0 or 50

Time Time of punch

Aux Value 1 Punch type

Delete Punch

Field Value

Edit Type 1

Time Time of punch

Credit Hours

Field Value

Edit Type 2

Aux Value 1 Pay designation

APPENDIX A

116 Attendance Enterprise

Field Value

Hours Pay designation hours

Rate Rate

Dollars Pay designation dollars (if pay designation is a dollar pay

designation)

Primary WG1 WG1 to credit hours to

Primary WG2 WG2 to credit hours to

Primary WG3 WG3 to credit hours to

Debit Hours

Field Value

Edit Type 3

Aux Value 1 Pay designation

Hours Pay designation hours

Dollars Pay designation dollars (if pay designation is dollar pay

designation)

Primary WG1 WG1 to debit hours to

Primary WG2 WG2 to debit hours to

Primary WG3 WG3 to debit hours to

Special Edit

Field Value

Edit Type 4

Time Time

Aux Value 1 1 = Pay to scheduled start time

2 = Pay to scheduled end time

3 = Pay to actual start time

4 = Pay to actual end time

APPENDIX A

Importing and Exporting Information 117

Add Tip

Field Value

Edit Type 51

Time Time

Aux Value 1 Pay designation

Dollars Amount of tip

Subtract Tip

Field Value

Edit Type 52

Time Time

Aux Value 1 Pay designation

Dollars Amount of tip

WG Transfer

Field Value

Edit Type 30

Time Time of transfer

Primary WG1 WG1

Primary WG2 WG2

Primary WG3 WG3

Rate Transfer

Field Value

Edit Type 32

Time Time of transfer

Rate Rate

APPENDIX A

118 Attendance Enterprise

Pay Des Transfer

Field Value

Edit Type 31

Time Time of transfer

Aux Value 1 Pay designation

Period Block Transfer

Field Value

Edit Type 35

Aux Value 1 Pay designation

Aux Value 2 Old pay designation

Primary WG1 WG1

Primary WG2 WG2

Primary WG3 WG3

Aux WG1 Prev WG1

Aux WG2 Prev WG2

Aux WG3 Prev WG3

Hours Hours

Daily Block Transfer

Field Value

Edit Type 36

Time Time

Aux Value 1 Pay designation

Aux Value 2 Old pay designation

Primary WG1 WG1

Primary WG2 WG2

APPENDIX A

Importing and Exporting Information 119

Field Value

Primary WG3 WG3

Aux WG1 Previous WG1

Aux WG2 Previous WG2

Aux WG3 Previous WG3

Hours Hours

Transaction Import

Transaction CSV Import Format

Field Format Notes

Badge N

Station N

Date “MM/DD/YYYY”

Time “HH:mm”

Transaction

Type

N 0-99 = Normal

100-199 = Transfer

WG1 A/N or N, depending on task

WG2 A/N or N, depending on task

N

WG3 N, A/N, or N, depending on

task

Transactions in dBASE III Import Format

Field Format Size Decimal Places

Badge Numeric 9 0

Station Numeric 2 0

Date Date 8

APPENDIX A

120 Attendance Enterprise

Field Format Size Decimal Places

Time Numeric (HH.mm) 5 2

Transaction

Type

Numeric, 0-99 = Normal,

100-199 = Transfer

2 0

WG1 Numeric 3 0

WG2 Numeric 3 0

WG3 Numeric 3 0

Transfer Rates Import

Transfer Rates CSV Import Format

Field Format

ID “A/N”

WG1_1 A/N or N, depending on task

WG2_1 A/N or N, depending on task

WG3_1 A/N or N, depending on task

RATE_1 NNN.NN

WG1_12 NNN

WG2_12 NNN

WG3_12 NNN

RATE_12 NNN.NN

Transfer Rates dBASE III Import Format

Field Format Size Decimal Places

ID Character 10

WG1_1 Numeric 3 0

WG2_1 Numeric 3 0

APPENDIX A

Importing and Exporting Information 121

Field Format Size Decimal Places

WG3_1 Numeric 3 0

RATE_1 Numeric 6 2

WG1_12 Numeric 3 0

WG2_12 Numeric 3 0

WG3_12 Numeric 3 0

RATE_12 Numeric 6 2

WG Import CSV Format

Field Format Notes

WG Number N If 0, WG Code will be used as key and WG

Number will be auto-assigned if this record

contains a new workgroup.

WG Code A/N

WG Name A/N

WG Rate N.NN

APPENDIX A

122 Attendance Enterprise

Importing and Exporting Information 123

APPENDIX B Export File Formats

The file formats are presented in tables. Table rows describe each field in the export

file. The tables contain a column labeled Format. The following notation is used to

describe data formats:

Abbreviation Description

A/N Alphanumeric

A Alphabetic

N Numeric

MM Numeric 1-12, representing month

DD Numeric 01-31, representing day of the month

YY Numeric, representing last two digits of year

HH Numeric 00-99, representing hours

mm Numeric 00-59, representing minutes

hh Numeric 00-99, representing hundredths

Benefit Balance Export

Field Format

ID A/N

Benefit N

Date MM/DD/YY

Amount N

Action N

APPENDIX B

124 Attendance Enterprise

Common Schedules Export

Field Format

WG2

Number

N

In Punch

Time

HH:mm

Out Punch

Time

HH:mm

Shift Hours N

Comprehensive Employee Export

Comprehensive Employee CSV Format

Field Format

Name A

ID A/N

SSN A/N

Badge N

PayClass N

WG1 N

WG2 N

WG3 N

Custom 1 A/N or N

Custom 2 A/N or N

Custom 3 A/N or N

Custom 4 A

Custom 5 A

APPENDIX B

Importing and Exporting Information 125

Field Format

Custom 6 A

Schedule

Pattern N

Active Status N

Termination

Date

“MM/DD/YY”

Hire Date “MM/DD/YY”

WG Date “MM/DD/YY”

Status N

Full Time

Date

“MM/DD/YY”

Pay Type N

Rate N.NN

Rate Date “MM/DD/YY”

Salary Hours HH.hh

Address 1 A

Address 2 A

City A

State A

Zip A/N

Clock Group N

Phone1 A/N

Phone2 A/N

Union A/N

Birth Date “MM/DD/YY”

APPENDIX B

126 Attendance Enterprise

Field Format

SchPatt Date “MM/DD/YY”

Comprehensive Employee dBASE III Format

Field Format Size Decimal Places

Name Character 30

ID Character 10

SSN A/N 10

Badge Numeric 9 0

PayClass Numeric 2 0

WG1 Numeric 3 0

WG2 Numeric 3 0

WG3 Numeric 3 0

Custom1 Character 30

Custom2 Character 30

Custom3 Character 30

Custom4 Character 30

Custom5 Character 30

Custom6 Character 30

Schedule

Pattern

Numeric 2 0

Active Status Numeric 2 0

Termination

Date

Date 8

Hire Date Date 8

WG Date Date 8

Status Numeric 2 0

APPENDIX B

Importing and Exporting Information 127

Field Format Size Decimal Places

Full Time

Date Date 8

Pay Type Numeric 2

Rate Numeric 7 2

Rate Date Date 8

Salary Hours Numeric

HHHH.hh

6 2

Address 1 Character 30

Address 2 Character 30

City Character 30

State Character 4

Zip A/N 10

Clock Group Numeric 2 0

Phone1 A/N 11

Phone2 A/N 11

Union Character 5

Birth Date Date 8

SchPatt Date Date 8

Comprehensive Employee TMS 85 Format

Header Record

Field Format Length

Number of

Employees

N 6

Reserved N 301

APPENDIX B

128 Attendance Enterprise

Data Record

Field Format Length

SSN A/N 9

Name A/N 30

Address 1 A/N 30

Address 2 A/N 30

City A/N 30

State A/N 2

Zip A/N 5

Main Phone A/N 10

Aux Phone A/N 10

Union A/N 5

Hire Date MMDDYY 6

Full Time

Date

MMDDYY 6

Birth Date MMDDYY 6

Termination

Date

MMDDYY 6

ID A/N 9

Badge N 4

Reserved N 1

Active Status N 1

Pay Type N 1

Clock Group A 0-9, A-F

Rate N 6

WG1 N 3

APPENDIX B

Importing and Exporting Information 129

Field Format Length

WG2 N 3

WG3 N 3

Status N 1

Reserved N 1

Reserved N 4

Benefit 1 N 6, Ignored

Benefit 2 N 6, Ignored

Benefit 3 N 6, Ignored

Benefit 4 N 6, Ignored

Benefit 5 N 6, Ignored

Benefit 6 N 6, Ignored

Benefit 7 N 6, Ignored

Benefit 8 N 6, Ignored

Benefit 9 N 6, Ignored

Benefit 10 N 6, Ignored

Pay Period

Class N 2

Pay Des

Class

N 2

Schedule

Class N 2

Ovt Class N 2

Rounding

Class

N 2

Holiday Class N 2

WHoliday N 2

APPENDIX B

130 Attendance Enterprise

Field Format Length

Class

Premium

Class

N 2

Lunch Class N 2

Transfer

Class

N 2

Exception

Class

N 2

Restriction

Class

N 2

Custom Export

The custom export lets you specify up to 10 fields in any order in the export file.

The following table describes each field, its data type, and format.

Field Type Format

Name A

ID A

Badge N

Pay Class A

Clock Group A

Schedule

Pattern

A

Pattern Start

Date Date MM/DD/YYYY

Status A

Union A

Avg Wkly

Hours

N HH.MM

APPENDIX B

Importing and Exporting Information 131

Field Type Format

Emergency

Contact A

Active Status A

Date of Full

Time

Date MM/DD/YYYY

Termination

Date Date MM/DD/YYYY

Pay Type A

SSN A/N

Rate1 –

Rate5

N NN.NN

RateDate 1 –

5 Date MM/DD/YYYY

Primary

Phone

A/N

Secondary

Phone A/N

Date of Hire Date MM/DD/YYYY

BirthDate Date MM/DD/YYYY

Custom 1 - 6 A

WG1,2,3

Code

A

WG1,2,3

Number

N

WG1,2,3

Name

A

Address 1 A

Address 2 A

APPENDIX B

132 Attendance Enterprise

Field Type Format

City A

State A

Zip A/N

All Pay

Designation

Amounts

N HH.MM, NN.NN or HH:MM depending on

Display As parameter

All Exception

Amounts N HH.MM, NN, or HH:MM depending on

Display As parameter

Start Date Date MM/DD/YYYY

End Date Date MM/DD/YYYY

Daily Totals Export

Formats for the Daily Totals Export are identical to the formats of the Period Totals

Export with one difference; instead of period start and end dates, the daily dates are

exported in those fields.

Employee XML Export

The Employee XML export produces a file for use with the Attendance Enterprise

Employee XML import. Only employee fields with data are included in the exported

XML file.

Schedule Export

Schedule Export CSV Format

Field Format Notes

ID “A/N”

Home WG1 NNN

Home WG2 NNN

Home WG3 NNN

APPENDIX B

Importing and Exporting Information 133

Field Format Notes

Schedule

Date

“MM/DD/Y

Y”

Scheduled

Start Time

“HH:mm”

Scheduled

End Time “HH:mm”

Scheduled

Hours

HH.hh Hours in hundredths

Schedule

Type NN 0 = Normal

1 = Fle

2 = Benefit

Benefit NN

Schedule

Rate

NNN.NN

Scheduled

WG1

NNN

Scheduled

WG2

NNN

Scheduled

WG3

NNN

Schedule Export dBASE III Format

Field Format Size Decimal Places

ID Character 10

Home WG1 Numeric 3 0

Home WG2 Numeric 3 0

Home WG3 Numeric 3 0

Schedule

Date Date 8

APPENDIX B

134 Attendance Enterprise

Field Format Size Decimal Places

Start Time Numeric

(HH.mm) 5 2

End Time Numeric

(HH.mm)

5 2

Scheduled

Hours

Numeric

(HHH.hh) 6 2

Schedule

Type

Numeric

0 = Normal,

1 = Fle

2 = Benefit

2 0

Benefit Numeric 2 0

Schedule

Rate

Numeric 7 2

WG1 Numeric 3 0

WG2 Numeric 3 0

WG3 Numeric 3 0

Schedule Export TMS 85 Format

Header Record

Field Format Length Comment

Number of

Emps N 6

Day of Week

for Start Date

N 1 0 = Sun

1 = Mon

Day Label for

Start Date

AAA 3 SUN, MON, and so on

APPENDIX B

Importing and Exporting Information 135

Field Format Length Comment

Day of Week

for End Date N 1 0 = Sun

1 = Mon

Day Label for

End Date AAA 3 SUN, MON, and so on

Reserved N 47

Reserved N 8 Only included if Additional

Employee Information

selected

Reserved N 15 Only included if Additional

Period Info selected

Employee Header Record

Field Format Length Comment

Name A 30

SSN A/N 9

ID A/N 9

Home WG1 NNN 3

Home WG2 NNN 3

Home WG3 NNN 3

Status N 1

Num of

Schedules NNN 3

Badge NNNN 4 Only included if Additional

Employee Information

selected

Clock Group NN 2 Only included if Additional

Employee Information

selected

APPENDIX B

136 Attendance Enterprise

Field Format Length Comment

Restriction

Class NN 2 Only included if Additional

Employee Information

selected

Period Hours HHhh 4 Only included if Additional

Period Info selected (hours in

hundredths)

Date of Last

Punch

MMDDYY 6 Only included if Additional

Period Info selected

Time of Last

Punch

HHhh 4 Only included if Additional

Period Info selected (hours in

hundredths)

Last Punch

Status A 1 Only included if Additional

Period Info selected

“I” if In Punch, “O” if Out

Punch

Employee Data Record

Field Format Length Comment

Reserved A 1 Blank, not used

Day of Week N 1 0 = Sun

1 = Mon

Day

Abbreviation

AAA 3 SUN, MON, and so on

Schedule Date MMDDYY 6 „00‟

Start Time HHhh or

NNNN

4 Start Time is in hundredths

If Schedule Type is 2 then

Start Time = the Benefit

Number

End Time HHhh 4 Hours in hundredths

Hours HHhh 4 Hours in hundredths

APPENDIX B

Importing and Exporting Information 137

Field Format Length Comment

Schedule Type NN 2 0 = Normal

1 = Fle

2 = Benefit

Scheduled

WG1

NNN 3 Only included if Include

WG1 is selected

Scheduled

WG2

NNN 3

Scheduled

WG3

NNN 3

Scheduled

Rate

NNNNN 5 2 decimal places implied

Reserved N 18

Reserved N 2 Only included if Include

WG1 is NOT selected.

Reserved N 8 Only included if Additional

Employee Information

selected

Reserved N 15 Only included if Additional

Period Info selected

Fast Schedule Export

Fast Schedule CSV Format

Field Format Notes

WG2 Num NNN

Start Time “HH:MM”

End Time “HH:MM”

Hours HH.hh Hours are in hundredths

APPENDIX B

138 Attendance Enterprise

Fast Schedule dBASE III Format

Field Format Size Decimal Places

WG2 Num Numeric 3 0

Start Time Numeric

HH.mm 5 2

End Time Numeric

HH.mm

5 2

Hours Numeric

HHH.hh 6 2

Generic Hours Export

Field Format

ID A/N

Badge N

SSN A/N

Name A/N

Home WG1 N

Home WG2 N

Home WG3 N

Home WG4 N

Home WG5 N

Home WG6 N

Home WG7 N

Home WG

Mask A/N

Home Rate N.NN

Pay Type A/N

APPENDIX B

Importing and Exporting Information 139

Field Format

Hours HH:mm

Dollars N.NN

Effective

Rate N.NN

Worked WG1 N

Worked WG2 N

Worked WG3 N

Worked WG4 N

Worked WG5 N

Worked WG6 N

Worked WG7 N

Worked WG

Mask A/N

Period Start

Date

MM/DD/YY

Period End

Date MM/DD/YY

File Type “I”

EmployeeSeq N

Job Code N

Shift N

Position

Number

N

G/L Pay

Type

A/N

Account

Code

A/N

APPENDIX B

140 Attendance Enterprise

PCS Employee Export FIL Format

This format is used with PCS payroll software. The export produces an .fil file.

Period Totals Export

Period Totals Export CSV Format

A CSV file contains a header record that contains the names of the fields followed

by data records in the following format:

Field Format

Name A

ID A/N

SSN A/N

WG1 N

WG2 N

WG3 N

Home Rate N.NN

PayClass N

Pay

Designation

N

Hours HH.hh

Dollars NN.NN

Effective

Rate

N.NN

Worked WG1 N

Worked WG2 N

Worked WG3 N

Period Start

Date

“MM/DD/YY”

APPENDIX B

Importing and Exporting Information 141

Field Format

Period End

Date “MM/DD/YY”

WG1 Code A

WG2 Code A

WG3 Code A

Worked WG1

Code

A

Worked WG2

Code

A

Worked WG3

Code

A

Period Totals dBASE III Format

Field Format Size Decimal Places

Name Character 30

ID Character 10

SSN A/N 10

WG1 Numeric 3 0

WG2 Numeric 3 0

WG3 Numeric 3 0

Home Rate Numeric 7 2

PayClass Numeric 2 0

Pay

Designation

Numeric 2 0

Hours Numeric

HHHH.hh

7 2

Dollars Numeric 11 2

APPENDIX B

142 Attendance Enterprise

Field Format Size Decimal Places

Effective

Rate Numeric 7 2

Worked WG1 Numeric 3 0

Worked WG2 Numeric 3 0

Worked WG3 Numeric 3 0

Period Start

Date

Date 8

Period End

Date

Date 8

WG1 Code Character 10

WG2 Code Character 10

WG3 Code Character 10

Worked WG1

Code

Character 10

Worked WG2

Code

Character 10

Worked WG3

Code

Character 10

Period Totals TMS 85 Format

Header Record

Field Format Length Comment

Number of

Employees

NNNNNN 6

Reserved N 50 “0”

Pay Period

Length

A 1 “W”, “B”, or “S”

APPENDIX B

Importing and Exporting Information 143

Field Format Length Comment

Period Start

Date MMDDYY 6

Period End

Date

MMDDYY 6

Reserved N 3 Included only if Include

Worked WG1 is selected

Reserved N 12 Included only if Include Rate

and Dollars is selected

Reserved N 9 Included only if Include

Home WG is selected

Reserved N 6 Included only if Include

Home Rate is selected

Note: The Pay Period Length and Dates are used if one specific pay period class is exported.

Data Record

Field Format Length Comment

Name A 30

SSN A/N 9

ID A/N 9

Pay

Designation

N 2

Hours N 6 2 decimal places assumed

If Pay Des is a dollar pay

designation, then Hours will

contain the dollar amount

Worked WG1 N 3 Included only if Include

Worked WG1 is selected

Worked WG2 N 3

Worked WG3 N 3

APPENDIX B

144 Attendance Enterprise

Field Format Length Comment

Reserved N 1 0

Period End

Date N 6 MMDDYY

Effective

Rate

N 6 2 decimal places assumed

Included only if Include Rate

and Dollars is selected

Dollars N 6 2 decimal places assumed

Included only if Include Rate

and Dollars is selected

Home WG1 N 3 Included only if Include

Home WG is selected

Home WG2 N 3 Included only if Include

Home WG is selected

Home WG3 N 3 Included only if Include

Home WG is selected

Home Rate N 6 2 decimal places assumed

Included only if Include

Home Rate is selected

Schedule Pattern XML Export

This export generates a file used with the Schedule Pattern XML import.

Shift Detail Export

Shift Detail CSV Format

Field Format Notes

ID “A/N”

Period Start

Date

“MM/DD/Y

Y”

APPENDIX B

Importing and Exporting Information 145

Field Format Notes

Period End

Date

“MM/DD/Y

Y”

DOP NN

Schedule

Type

NN 0 = Normal

1 = Fle

99 = Unscheduled

Scheduled

Start Time

“HH:mm”

Scheduled

End Time

“HH:mm”

Scheduled

Hours

HH.hh Hours in hundredths

Date of 1st

Punch

“MM/DD/Y

Y”

Shift Hours HH.hh Hours in hundredths

Number of

Punches

NN

Punch1 “HH:mm”

Punch20 “HH:mm”

Shift Detail dBASE III Format

Field Format Size Decimal Places

ID Character 10

Period Start

Date

Date 8

Period End

Date

Date 8

DOP Numeric 2 0

APPENDIX B

146 Attendance Enterprise

Field Format Size Decimal Places

Schedule

Type

Numeric

0 = Normal

1 = Fle

99 = Unscheduled

2 0

Scheduled

Start Time

Numeric (HH.mm) 5 2

Scheduled

End Time Numeric (HH.mm) 5 2

Scheduled

Hours

Numeric (HH.hh) 6 2

Date of 1st

Punch Date 8

Shift Hours Numeric (HH.hh) 6 2

Number of

Punches

Numeric 2 0

Punch1 Numeric (HH.mm) 5 2

Punch20 Numeric (HH.mm) 5 2

Shift Detail TMS 85 Format

Header Record

Field Format Length Comment

Number of

Emps

N 6

Period Start

Date

MMDDYY 6

Period End

Date

MMDDYY 6

Period Length A 1 W, B, or S

APPENDIX B

Importing and Exporting Information 147

Field Format Length Comment

Start of Week N 1 0 = Sun

1 = Mon

Reserved N 96

Employee Header Record

Field Format Length

SSN A/N 9

Name A 30

ID A/N 9

Home WG1 NNN 3

Home WG2 NNN 3

Home WG3 NNN 3

Status N 1

Number of

Shifts

NN 2

Reserved N 56

Employee Data Record

Field Format Length Comment

SSN N 9

Shift Hours NNNNNN 6 2 decimal places implied

(hours in hundredths)

DOP NN 2

Reserved NN 2 „00‟

Number of

Punches

NN 2

Date of 1st

Punch

MMDDYY 6

Exceptions A 16

APPENDIX B

148 Attendance Enterprise

Field Format Length Comment

Schedule Type NN 2 0 = Normal

1 = Fle

99 = Unscheduled

Schedule Start

Time

HHhh 4 2 decimal places implied

(hours in hundredths)

Schedule End

Time

HHhh 4 2 decimal places implied

(hours in hundredths)

Schedule

Hours

HHhh 4 2 decimal places implied

(hours in hundredths)

Punch1 HHhh 4 2 decimal places implied

(hours in hundredths)

Punch12 HHhh 3 2 decimal places implied

(hours in hundredths)

Reserved N 11

Simple Employee Export

Simple Employee CSV Format

Field Format

Name A

ID A/N

SSN A/N

Badge N

PayClass N

WG1 N

WG2 N

WG3 N

APPENDIX B

Importing and Exporting Information 149

Simple Employee dBASE III Format

Field Format Size Decimal Places

Name Character 30

ID Character 10

SSN A/N 10

Badge Numeric 9 0

Pay Class Numeric 2 0

WG1 Numeric 3 0

WG2 Numeric 3 0

WG3 Numeric 3 0

Transfer Rates Export

Transfer Rates CSV Format

Field Format

ID “A/N”

WG1_1 NNN

WG2_1 NNN

WG3_1 NNN

RATE_1 NNN.NN

WG1_12 NNN

WG2_12 NNN

WG3_12 NNN

RATE_12 NNN.NN

Transfer Rates dBASE III Format

Field Format Size Decimal Places

ID Character 10

WG1_1 Numeric 3 0

APPENDIX B

150 Attendance Enterprise

Field Format Size Decimal Places

WG2_1 Numeric 3 0

WG3_1 Numeric 3 0

RATE_1 Numeric 6 2

WG1_12 Numeric 3 0

WG2_12 Numeric 3 0

WG3_12 Numeric 3 0

RATE_12 Numeric 6 2

Transfer Rates TMS 85 Format

Header Record

Field Format Length Comment

Number of

Records

N 6

Reserved N 152

Reserved N 39 Included only if Include

WG1 is selected

Data Record

Field Format Length Comment

SSN A/N 9

Home WG1 NNN 3 Included only if Include

WG1 is selected

Home WG2 NNN 3

Home WG3 NNN 3

Home Rate NNNNN 5 2 decimal places implied

WG1_1 NNN 3 Included only if Include

WG1 is selected

WG2_1 NNN 3

WG3_1 NNN 3

Rate 1 NNNNN 5 2 decimal places implied

APPENDIX B

Importing and Exporting Information 151

Field Format Length Comment

WG1_12 NNN 3 Included only if Include

WG1 is selected

WG2_12 NNN 3

WG3_12 NNN 3

Rate 12 NNNNN 5 2 decimal places implied

Workgroup CSV Export

Field Format

WG Number N

WG Code N

WG Name A/N

WG Rate 0

APPENDIX B

152 Attendance Enterprise

Importing and Exporting Information 153

INDEX A

Attendance Enterprise, 1

B

Badge Initiated Transactions Import, 5, 9,

96, 126

Benefit Balance, 37

Benefit Balance Export, 41, 129

C

Common Schedules, 37

Common Schedules Export, 45, 130

Comprehensive Employee, 38, 96, 98,

100, 130, 132, 134

Comprehensive Employee Export, 47,

130

Comprehensive Employee Import, 11

Custom, 38

Custom Export, 50, 137

Custom Report Tabs

Fields, 58

D

Daily Totals, 38, 139

Daily Totals Export, 58, 139

E

Employee Benefits Import, 13, 103, 104

Employee Schedules, 38

Employee Schedules Export, 63

Export File Formats, 129

Exports, 37, 38, 39, 40, 41, 45, 54, 55, 57,

58, 60, 62, 64, 67, 71, 74, 77, 78,

80, 82, 83, 84, 86, 87, 89, 90, 92,

94, 129, 130, 137, 139, 140, 141,

142, 145, 148, 153, 157, 158

Benefit Balance, 37, 41, 129

Common Schedules, 37, 45

Comprehensive Employee, 38, 47,

96, 98, 100, 130, 132, 134

Custom, 38, 50, 137

Daily Totals, 38, 58, 139

Employee Schedules, 38, 63

Generic Hours, 38, 70, 146

PCS Employee, 39, 74, 148

Period Totals, 39, 78, 139, 148, 149,

150

Running, 1

Schedule Pattern XML, 82, 152

Shift Detail, 39, 83, 153, 154, 155

Simple Employee, 39, 86, 157, 158

Transfer Rates, 7, 39, 89, 127, 128,

158, 159

Workgroup, 39, 92, 160

G

Generic Hours Export, 38, 70, 146

I

Import File Formats, 5, 37, 95, 115, 139

Imports, 5, 7, 8, 10, 11, 12, 14, 23, 24, 25,

26, 28, 30, 31, 32, 33, 34, 35, 37,

INDEX

154 Attendance Enterprise

40, 43, 46, 47, 49, 52, 95, 96, 98,

100, 104, 106, 107, 114, 115,

116, 119, 120, 121, 126, 127,

128

Adding, 7

Badge Initiated Transactions, 9, 96,

126

Badge Initiated Transactions, 5

Comprehensive Employee, 6, 11, 38,

47, 96, 98, 100, 130, 132,

134

Employee Benefits, 6, 13, 103, 104

Parameter XML, 6, 22, 104

Running, 1

Schedule, 6, 23, 97, 99, 103, 104,

105, 106, 107, 108, 109,

110, 111, 131, 133, 136,

137, 140, 141, 142, 144,

145, 153, 154, 156

Schedule Pattern, 6, 25, 97, 99, 109,

131, 133, 137

Schedule Pattern XML, 26, 112

Scheduled Budgets, 7, 27, 112

Simple Employee, 7, 28, 39, 114,

157, 158

Simple Employee Export, 86

Supervisor Edit, 115

Supervisor Edits, 7, 30, 115, 119,

120

Transfer Rates, 7, 32, 39, 127, 128,

158, 159

Workgroup, 128

Workgroup, 7, 33

P

Parameter XML Import, 22, 104

PCS Employee Export, 39, 74, 148

Period Totals, 39, 139, 148, 149, 150

Period Totals Export, 78

R

Reports, 1

S

Schedule, 6, 97, 99, 103, 104, 105, 106,

107, 108, 109, 110, 111, 131,

133, 136, 137, 140, 141, 142,

144, 145, 153, 154, 156

Schedule Coverage Report, 1

Schedule Export, 140, 145

Schedule Import, 23

Schedule Pattern, 97, 99, 109, 110, 131,

133, 137

Schedule Pattern Import, 25

Schedule Pattern XML Export, 82, 152

Schedule Pattern XML Import, 26

Schedule Reports

Schedule Coverage Report, 1

Scheduled Budgets Import, 27, 112

Shift Detail, 39, 153, 155

Shift Detail Export, 83, 153, 154

Simple Employee, 7, 39, 86, 114, 157,

158

Simple Employee Export, 157

Simple Employee Import, 28, 114

Supervisor Edit Import, 115

INDEX

Importing and Exporting Information 155

Supervisor Edits, 115, 119, 120

Supervisor Edits Import, 30

T

Tardy Report, 1

Task Folder, 7, 40

Tasks, 1

Transaction Imports, 126

Transfer Rates, 39, 127, 128, 158, 159

Transfer Rates Export, 89, 158

Transfer Rates Import, 32, 127

W

Workgroup Export, 39, 92, 160

Workgroup Import, 33, 128

INDEX

156 Attendance Enterprise