Note: The following instructions are for completing the Import Employee Funding Sources option for use with the Idaho Staff Data Reporting option.
From the Payroll screen, select the Government Reporting menu, and then Idaho Staff Data Reporting.
At the Idaho Staff Data Reporting screen, select the Options menu, Import, and then Import Employee Funding Sources.
When prompted, click Yes to clear all Employee Funding Source 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 Employee Funding Sources Maintenance screen (tab).
Note: 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, or click No to not view the employees.