Export Accruals — Universal

This integration exports all accrual records for employees to a flat file.

Universal integration packs exchange data by way of flat files, either to export data to the file or import data from the file. Other systems access the data in these flat files to complete the import or export integration. The default settings allow rapid configuration and runs of the integration process, while the exposure of the data maps and cross-reference tables in the extensions allows overrides and customizations of the default data mappings or values.

  1. Go to the login page. Enter your username and password. Click Tap Log In.

  2. Verify that the accruals are in the schedule

    1. Click Tap Main Menu  >  Schedule > Current or Future Schedule.
    2. Change the time period. Click Tap Select Timeframe  or the arrows or . 
    3. Check the schedule.
    4. Select the Accruals tab.

  3. Select the universal accruals export integration

    1. Click Tap Main Menu  > Maintenance > Integrations. 
    2. Click Tap Run an Integration  . 
    3. Select the integration from the list. Click Tap Select. 
    4. (Optional) Enter a unique Integration Run Name to make it easier to identify the run of the integration. Alternatively, use the default name which ends with a date and time stamp. 

  4. Set parameters

    1. Click Tap Choose File. Navigate to and select the required file.
    2. Optionally, enter a different Filename to select a different source file.
    3. Select the accruals to export.
    4. If prompted, edit parameters. Example: Include or exclude inactive employees.

  5. Run the integration

    1. Select Run Integration.
    2. Wait for the confirmation that the integration completed or failed. Close the panel.
    3. Click Tap Refresh  . 
    4. To  see details, select the integration. Select Run Summary.

  6. Verify the results

    1. In the Integration run details, select Run summary.
    2. Expand all of the components under Run summary, and review the information.
    3. Select and download the file. Open it and verify that the accruals were exported correctly.