Note: The following instructions are for completing the Import Education option for use with the Idaho Staff Data Reporting option and the Wyoming Staff Member Collection Report option.
From the Payroll screen, select the Government Reporting menu, and then Idaho Staff Data Reporting or Wyoming Staff Member Collection Report.
On the screen for the applicable report, select the Options menu, Import, and then Import Education.
When prompted, click Yes to clear all Education records and import new records.
At the Open screen, select the correct path (drive and folders) for the location of the file to import from the list that appears. Once the path is specified, select the desired file and click the Open button.
Note: The file that is imported must be in the correct layout as defined by the state.
Once the import is complete, a message will appear in the status bar stating the data was imported successfully, and the imported data will appear on the Education screen (tab).
Note: For Idaho, if the imported file contains an employee that is missing a staff ID, a prompt will appear; click Yes to view the employees missing a staff ID and were not imported, or click No to not view the employees. For Wyoming, if the imported file contains an employee that does not match one in the Employee File as based on the WISE staff ID number, a screen will appear listing the employees with WISE staff ID numbers that do not match or are missing in the Employee File; the employees listed were not imported. To resolve the employees with missing or mis-matched WISE staff ID numbers, bring up the employees within the Employee File and enter their correct WISE staff ID number in the WISE Staff ID custom field and then re-import the file.