31.1 Import and Export of Adjustments

31.1 Import and Export of Adjustments

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Import and Export of Adjustments

To import adjustments from an external source, click on ‘Import’ then ‘Adjustments’. 

If adjustments like Annual Leave or Sick pay etc. are managed in an external program and can be exported then they can be imported into JT using the format below. JT will recalculate for the affected dates. Similarly, adjustments can be exported for an external system to import.

There are a couple of CSV template format options to import adjustments, they can be found in the C:\Program files\Jarrison Systems\Jarrison Time folder. The import file needs to contain the header record similar to the below: 

EmployeeNumber,Date,Adjustment,Allocate,Time,Comment,Override,Subtract,Early&Late,Name,Surname

12345,02-Jul-2009,43,4,0.25,Travel,N,N,Y,John,User

1. Employee Number - Alphanumeric must be same as employee number in JT

2. Date of Adjustment - Format DD-MMM-YYYY e.g. 01-Feb-2013

3.Code from Adjustments in JT - To get this, go to System Configuration, General1, select ‘Show codes’, then see the existing code in the Adjustments window

4. Allocate - Time to allocate, as in Daily Details,0="Balance to Target Time", 1="Any Interruption",2="Allow Late Arrival" ,3="Allow Early Departure", 4="Custom Time", 5="Custom Counter"

5. Time - Amount of adjustment time Decimal e.g. 5.5

6. Comment - Optional

7. Override - Y or N (N if blank)

8. Subtract - Y or N (N if blank)

9. Early&Late - Y or N (N if blank)

10. Name - Optional (Will be used if an error occurs during import)

11. Surname - Optional (Will be used if an error occurs during import)

The date format is dd Month yyyy. The ‘Adjustment’ and ‘Allocate’ codes are the codes assigned in Jarrison Time to the adjustment type and time category to allocate. To view these codes you will need to activate the ‘Show Codes’ option in System Configuration. The time is required in decimal format i.e. five and a half hours would be 5.5. The name on the end is optional but it will help when importing adjustments for an employee who is not in JT.

If the external system can export adjustments with date ranges, JT can import them using the below format.

Employee Number,Start Date,End Date,Adjustment,Allocate,Time,Comment,Override,Subtract,Early&Late,Skip non-working days,Name,Surname
015,25-Feb-2015,03-Mar-2015,13,4,0.55,Jason,Y,N,Y,Y,John,Smith 

1. Employee Number - Alphanumeric must be same as employee number in JT

2. Start Date of Adjustment - Format DD-MMM-YYYY e.g. 25-Feb-2015

3. End Date of Adjustment - Format DD-MMM-YYYY e.g. 04-Mar-2015

4.Code from Adjustments in JT - To get this, go to System Configuration, select ‘Show codes’, then see the existing code in the Adjustments window

5. Allocate - Time to allocate, as in Daily Details,0="Balance to Target Time", 1="Any Interruption",2="Allow Late Arrival" ,3="Allow Early Departure", 4="Custom Time", 5="Custom Counter"

6. Time - Amount of adjustment time Decimal e.g. 5.5

7. Comment - Optional 

8. Override - Y or N (N if blank)

9. Subtract - Y or N (N if blank)

10. Early&Late - Y or N (N if blank)

11. Skip non-working days

12. Name - Optional (Will be used if an error occurs during import),

13. Surname - Optional (Will be used if an error occurs during import)

Exporting adjustments is available from ‘Export’, ‘Adjustments’ on the menu.



 

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