Uploading Journal Information from an External Payroll System

  1. Open the Payroll Interface Journal Upload form.
  2. Specify this information:
    Journal
    If you are adding a user-defined journal, specify its unique ID (up to 10 characters). If you are working with an existing journal, its ID is displayed and you cannot change it.
    Consolidate Journal Entries
    Select this check box to consolidate the journals returned to Service Management from the payroll application.
    Reference Date
    The current date is displayed by default. Optionally, select a different date to use as the reference. This value is assigned to the Reference field on the Journal Entries form as the new records are created. If Consolidate Journal Entries is not selected, then the employee/payroll ID is appended to the Reference field.
    Increment Date
    Select this check box to put the utility on the Background Queue and have the system automatically increment the date range and re-run the utility.
    Input Filename
    Specify the path for the input file or click Browse to search for the file.
    Email Recipient
    Specify the email address for the recipient of the upload.
  3. Click Process to import the records.
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