•Type or Paste data directly into the cells provided. No validation is performed until you run the upload program or open the Element Lines form.
•Use the ‘Element Lines’ form to enter the data. Data is validated and lists of values are available.
•Use the ‘Download Form’, ‘Download via sheet’ or ‘Custom Query’ ribbon option to download existing assignments. If the assignments already have an element entry for this element (as at the effective date), the existing element entry information will also be downloaded. You can then use one of the methods above to update the element line information. Refer to section: Download Element Entries.
Element Lines Form
Position the cursor on the row that you wish to enter Element Line information (below row 10). Then double-click in a cell where Element Line information is entered (after column D). Alternatively click on the ‘Element Entry’ button.
Column names are stored in row 9. These are fixed and cannot be changed. Do NOT insert or delete rows before row 10. Do not change the position or the names of the columns.
The following form will appear:
The fields that display in the Inputs section are dependent on the definition of the Element.
The following table describes the purpose of each field and how to enter the information:
Field Name
Description
Employee Name
This is the full name of the employee. This field is required.
You can choose to search by either the Name or the Assignment Number (and the other will be populated). To search by Employee Name, enter part of the name into the field using '%' as the wildcard.
Click on the search button. This will populate the drop-down list. Use the drop-down list to select the correct Employee Name.
When you navigate out of this field the Assignment Number field will be populated.
Assignment Number
This is the Assignment Number of the Employee. This field is required.
You can choose to search by either the Name or the Assignment Number (and the other will be populated). To search by Assignment Number, enter part or all of the number into the field (using % as the wildcard if necessary).
Click on the search button. This will populate the drop-down list. Use the drop-down list to select the correct assignment.
When you navigate out of this field the Employee Name field will be populated.
Entry Reason
Use the drop-down list to select the reason. This field is not required.
Payee
If this element is set up with the ‘Third Party Payment Option’ selected, and the employee has an appropriate Payment Method set up, you will be able to select a ‘Payee’ from the list.
SubPriority
You may enter a 4-digit Subpriority. This field is not required.
Input Fields
The fields that display in the Inputs section are dependent on the definition of the Element.
Required/Mandatory Input fields will appear with a yellow background.
Non-enterable fields will appear with a grey background.
You can use the drop-down lists to select values where appropriate. You can also key directly into the fields.
Date Earned
This signifies the date on which the wage/hours are earned. This field is not required.
Further Information
If additional Extra Information fields have been assigned to the element, these can be entered using this button. This is available in releases later than 4.0.01
Descriptive Flexfield
Use this button to access your configured descriptive flexfield (attribute) information. This is available in releases later than 4.0.01
Choose ‘Accept’ to save the changes and close the window.
The values will appear in the relevant columns on the worksheet.
