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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
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.
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
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
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