Costpoint Online Help

Import Employee Leave And Deductions

Use this preprocessor to import employee deduction, contribution, and leave data from a Comma Separated Values (.CSV) or Fixed Length format ASCII text file into the corresponding employee tables in Costpoint.

Data is imported into the following Costpoint employee tables:

  • EMPL_DED
  • EMPL_CNTRB
  • EMPL_LV_ACCRL

Employee records must exist in Costpoint for the employees whose data is being imported. You must also set up employee deduction, contribution, and leave codes prior to using this preprocessor.

Note:

You must have a license for the Payroll module to use this preprocessor.

There are two ways to work with input files in Costpoint:

  • You can access the input file from the network by using Alternate File Locations.
  • You can upload the input file to the Costpoint database; in which case, no further access to network folders is necessary.

If you decide to use the first option, click in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.

Input File Excel Template

Go to the Developer Resources page of the Costpoint Information Center to download the Excel template file specifically designed for this preprocessor. Templates for other Costpoint preprocessors are also available at the same location.