Import Data: Difference between revisions

Revision as of 02:42, 14 March 2017

Introduction

This function is to import Information/Data from other Software Data
Below is the list Data that we can Import from

Special Import

Standard Import

Modules Require

For all import except UBS Payroll & AutoCount Payroll

Data Import

Guideline & Example

01. This guide is all import except UBS Payroll & AutoCount Payroll

02. Just copy below example & paste to notepad & save it as CSV

Overtime

Example 1 - OT
Date,Employee,Code,UnitAsTime 26/6/2015,A001,DR01,04:00 28/6/2015,A001,DR02,09:38 26/6/2015,A002,DR02,06:18 29/6/2015,A002,DR03,03:22 26/6/2015,A003,DR03,04:55

Example 2 - OT
"Date","Employee","Code","Unit" 26/6/2015,A001,DR01,4 28/6/2015,A001,DR02,9.63 26/6/2015,A002,DR02,6.30 29/6/2015,A002,DR03,3.37 26/6/2015,A003,DR03,4.92

Table Fields Properties
Field Name	Field Type	Field Size	Remarks
Date	Date	0	In dd/mm/yyyy or dd-mm-yyyy format
Employee	String	30	Employee Code/ID
Code	String	20	Overtime Code
Unit	FMTBcd	8	Time in rate eg 3 hr 15 min = 3.25 (3 + 15/60)
UnitAsTime	Time	0	In HH:MM format

Leave

Example 1 - Leave
TransDate,Employee,LeaveCode,UnitAsTime 08/11/2015,001,UL,08:00 19/11/2015,003,UL,09:20 15/11/2015,005,UL,08:00 01/11/2015,001,AL,08:00 03/11/2015,003,AL,08:00 08/11/2015,005,MC,08:00

Example 2 - Leave
TransDate,Employee,LeaveCode,Unit 08/11/2015,001,UL,1 19/11/2015,003,UL,1.17 15/11/2015,005,UL,1 01/11/2015,001,AL,1 03/11/2015,003,AL,1 08/11/2015,005,MC,1

Table Fields Properties
Field Name	Field Type	Field Size	Remarks
Date	Date	0	In dd/mm/yyyy or dd-mm-yyyy format
Employee	String	30	Employee Code/ID
LeaveCode	String	20	Leave Code (Eg AL, MC, etc)
Unit	FMTBcd	8	Day in rate eg 9 hr 20 min for 8 hr per day = 1.17 (((9+(20/60))/24)*(24/8))
UnitAsTime	Time	0	In HH:MM format

Employee

Example 1 - Employee
"Code";"Name";"DOB";"Gender";"Salary" "0018";"Shiro Emiya";"14/06/1980";"M";"1200" "0019";"Nanoha Takamachi";"01/10/1995";"F";"2000" "0020";"Belldandy";"01/09/1977";"F";"2500"

Example 2 - Employee
CODE,NAME,NAME2,GENDER,DOB,ADDRESS1,ADDRESS2,ADDRESS3,ADDRESS4,PHONE1,PHONE2,MOBILE,EMAIL,NEWIC,OLDIC,PASSPORT,IMMIGRATIONNO,BRANCH,HRGROUP,DEPARTMENT,CATEGORY,PROJECT,JOB,TASK,COUNTRY,RACE,CALENDAR,JOBTITLE,JOINDATE,CONFIRMDATE,RESIGNDATE,MARITALSTATUS,ISACTIVE,WAGESTYPE,WAGES,CONTRIB,FREQUENCY,PAYMENTMETHOD,BANK,BANKACCNO,EPFNO,NK,INITIAL,SOCSONO,SOCSOTYPE,TAXBRANCH,TAXNO,DISABLED,RESIDENT,EASERIALNO,SPOUSENAME,SPOUSEADDRESS1,SPOUSEADDRESS2,SPOUSEADDRESS3,SPOUSEADDRESS4,SPOUSEPHONE1,SPOUSEPHONE2,SPOUSEMOBILE,SPOUSETAXBRANCH,SPOUSETAXNO,SPOUSEICNO,SPOUSEWORKING,SPOUSEDISABLED,LEAVEGROUP 001,LEE CHONG WAI,,M,12/12/1990,,,,,,,,lcw@gmail.com,901212014321,,,,----,----,----,----,----,----,----,MY,----,----,,02/01/2012,01/04/2012,,M,1,----,3000,----,----,MBB,CIBBMY,111265660,,,,,1,,,0,1,,,,,,,,,,,,,0,0,---- 002,KOO KIAN KEAT,,M,01/01/1992,,,,,,,,,920101101001,,,,----,----,----,----,----,----,----,MY,----,----,,01/08/2012,01/11/2012,,S,1,----,2000,----,HALF,MBB,RHBBMY,56706890,,,,,1,,,0,1,,,,,,,,,,,,,0,0,---- 003,NICOLE,,F,31/08/1994,,,,,,,,,940831105000,,,,----,----,----,----,----,----,----,MY,----,----,,02/01/2012,01/04/2012,,S,1,----,2800,----,----,MBB,MBBEMY,9048540654,,,,,1,,,0,1,,,,,,,,,,,,,0,0,---- 004,WONG CHUN HAN,,M,21/06/1984,,,,,,,,,840621083003,,,,----,----,----,----,----,----,----,MY,----,----,,01/02/2012,02/05/2012,,M,1,----,3200,----,----,MBB,HLBBMY,5646506160,,,,,1,,,0,1,,,,,,,,,,,,,0,0,---- 005,YAP KIM HOCK,,M,28/06/1980,,,,,,,,,800628063333,,,,----,----,----,----,----,----,----,MY,----,----,,02/01/2012,01/04/2012,,M,1,----,5000,----,----,MBB,OCBCMY,58946514315,,,,,1,,,0,1,,,,,,,,,,,,,0,0,----

Table Fields Properties
Field Name	Remarks
Marital Status	S - Single M - Married D - Divorced W - Widow
Socso Type	1 - First Category 2 - Second Category 0 - No Socso
Bank Code	Is Bank SWIFT Code

Things To Consider

01. The target database must had Valid

- Employee Code

- OT Code

- Leave Code

02. File extention must be in csv (e.g. OT.csv)

03. The data in "Net Figure" (eg. OT WorkUnitAsTime := Logout Time - Login Time)

04. There is no display format for Amount/Qty (eg 1600.12 not 1,600.12)

05. There is no extra spacing at the Begin & End of data (eg Tes1,Test2 not Tes1 , Tes2 ,)

06. If Data had spacing make sure use " " (eg "Nanoha Takamachi","Dept 1")

07. Must 1 Transaction type 1 file (i.e. Overtime 1 file & Leave 1 file)

08. The output can be export out in Day or Time but not both in same time

09. Make sure only export out relevant data (eg if OT = 0 or No leave taken don't export out)

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Notes

1. Output Can be in Tab, Semicolon or Comma.
2. Field can be added by just look in the field chooser in Pending Payroll.