Template Item Edit

Menu: View ~ Set up ~ Data Entry Templates
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A Template Item defines a single column in a pay data import file. The column in the import file might contain a Payee Code (as set in the payee, job details screen), a Cost Code ( as defined in the cost code set up screen), or a pay item (as defined in the pay item set up screen). For a pay item, the column value could contain a number of units (or hours), or a cash amount.

The assumed value is defined by the calculation type for the pay item. For pay items with a calculation type of 'Hourly', the value will be the number of hours. For pay items with a calcualtion type of 'Cash', the value will be an amount of cash to pay.

Field

Select the name of the pay item whose value will be in the current import column, or the field name.

Conditional Value

Tests for the specified value. If the import record has the specified value, and the conditional action is 'Ignore Record', the current record will be ignored, but if the conditional action is 'Select Record' the record will be ignored if it has any other value than the one specified.

Conditional Action

Used in conjunction with the conditional value to select records from the import file.

Constant Value

The current field is set to the specified value. You might use this to set every import record to a specific pay item code, if the Field is 'Pay Item Code' and the constant value is a pay item code such as ORD.

Sub Field Position and Length

Use these to extract data embedded within an import file column. For example, if the import column contains 8 characters, and you need to extract the 3 characters starting with the 4th, set the sub field position to 4 and the sub field length to 3.

Same Column As Previous

Check this box, if you need to define multiple actions on a single import file column, such as extracting separate sub fields from the same import file column, or to insert a constant value.