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| Q&A - Service Bureau Employee Import Utility (Evolution) | ||||||
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| We are using the Evolution accounting software, and would like to start using the "Service Bureau Employee Import Utility" to import employee data from Evolution into Swipeclock. How can we do this? | ||||||
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| ***NOTE*** This item is obsolete. Evolution now has a full service integration with our system that does not use this functionality. For further questions on this integration, contact Evolution. We first need to set up the client for Evolution before you can use the Service Bureau Employee Import Utility. To do that you need to go to the Accountant menu then under Miscellaneous Settings there should be a field called PayrollSoftware. On the drop down change it to Evolution and scroll to the button of the page and click the save button. Next click on the Client List link on the left then go to the clients account again then to Accountant menu then to the Service Bureau Employee Utility link. It will require you to import a file at the "Source File:" field. Click on Browse to find the file you would like to import. If you do not have a file already created follow the below instructions to do so: The easiest way to create the file would be by using notepad. The file that needs to be imported needs to be tab separated with a header with the columns needing to be in the following order: First Name Last Name Middle Initial Title SSN Department Location Supervisor StartDate EndDate LunchMinutes AutoLunchHours PayRate PayRate1 PayRate2 PayRate3 Card1 Card2 Card3 Password EmployeeCode Options Schedule Home 1 Home 2 Home 3 The file can be saved as a text file (.txt) like if you were to use notepad. It should look like the below example: First Name<TAB>Last Name<TAB>Middle Initial<TAB>Title<TAB>SSN...... John<TAB>Smith<TAB>H<TAB>Lab Technician I<TAB>012345678..... Any instances in the example of <TAB> you should enter in it's place an actual tab. REMEMBER! it must be tab separated. If you have any issues using this Knowledge Base please submit a support ticket. | ||||||
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