Custom Import Setup
Tip: This feature is available with Powerpay Plus.
Use this page to create templates for the import types you intend to utilize. Powerpay uses the template file to map the data from the import file for the correct Powerpay fields. The import file may include column headings to simplify the data mapping process.
After you create your templates you can save them for future use. You can create and save multiple templates for each import type as required.
Prerequisites
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Dayforce has activated import functionality for your payroll.
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Populate the New Hire Defaults not included in the import. - When using the custom import feature, the values specified on the New Hire Defaults page populates the fields whose values are not included in the import for new employees.
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Create a valid import file. - A valid import file is a delimited file that includes the data to import into Powerpay. For complete information on creating a valid import file and more information on the custom import feature, see the Custom File Import Client Guide.
Tasks
Create an import template
Create an import template:
- Navigate to the Custom Import Setup page.
- Click Add Template and select a template type from the drop-down list.
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Click OK
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Click Browse and select the sample file to upload. The sample file is only used for creating the import template.
- Select the default date format to indicate the date format in the selected file.
- Select the column delimiter used in the import file.
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If the file has a header row, select the Has Header Row check box.
If the import file includes a header row, Powerpay uses the field name in the header to automatically map the data in the import file to the Powerpay field name.
- Click Upload Sample.
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In the Template Details section, enter a unique template name.
The template name is required and must be unique for the selected template type.
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The Custom Import Field section on the left displays the fields from the uploaded sample import file.
If the sample file includes a header row:
- The Custom Import Field section displays the header name followed by the first data value corresponding to the header name in parenthesis.
If the sample file does NOT include a header row:
- The Custom Import Field section displays the data for each element in the first row of the sample file. If the sample file includes empty fields (two delimiters in a row with nothing between them), Powerpay displays the italicized text 'Position_#' where the # sign corresponds to the position number in the Custom Import Fields section.
The Powerpay Fields section on the right displays the fields available in Powerpay for the import type. Mandatory fields display with e red asterisk (*).
The Matched Fields section in the center displays the Custom Import Fields and Powerpay Fields that have been matched. If the sample filed includes a header row, Powerpayattempts to match the column name with the corresponding Powerpay field.
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Match fields as required.
Select one field from each of the Custom Import Fields pane and the Powerpay Fields pane by selecting the check box adjacent to the field name. The order of selection is irrelevant. Only one item may be selected from each pane at a time.
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Once an item is selected from each pane they are automatically matched and display in the Matched Fields section.
Once an item is selected and added to the Matched Fields, it cannot be unchecked in the Custom Import Fields pane and the Powerpay Fields pane.
For complete information on matching fields, splitting and combining fields and creating custom fields, see the Custom File Import Client Guide.
- The date format for fields containing dates can be edited in the Matched Fields section by double clicking on the row containing the date field in the Matched Fields section and selecting from the available date formats.
- To unmatch fields, select the pair to unmatch and click Unmatch.
- Click Save.
Next steps
Navigate to the Custom Import page.