• From the main menu of the company, choose Interfaces > Import Data > Utility Imports > ETI take-on
• Select Export
• Complete the fields as required:
  • Export file: This is the name you need to give the file
  • Export Year: This is calendar year and not Tax year
  • Export Emplyees: Leave this on all employees
  • Sort Sequence: You can sort the data if required (defaults to employee code)
  • Range of Employees: Leave on all employees. If only one employee, you can click on the drop-down list and then select range of employees and complete their employee number in the from and to block
• An onscreen message will confirm the records have been exported
• Select Yes to export the data to Excel
• The file will then download from the payroll system to your selected browser downloads folder (select to download)
• All ETI data will be in an Excel document and can now be changed based on the corrections required
• Once you have made the required changes delete the following 8 columns (column AE to AL):
  • New/Term Days
  • New/Term Add Hrs
  • Rebate Adj
  • Irregular Hrs
  • Hrs Worked
  • Remun Hrs Worked
  • Wage Std Hrs
  • Comment
• Save your file in a folder
• Delete the first row containing headings for each column (if you applied filters, you will be required to copy the filtered content to a new Excel sheet and save.
• File>Save As> Give the file a unique name and make sure the file is saved as a file type CSV (comma delimited).
• Make a backup of this company before importing the file.
• From the main screen of the company go to Interfaces>Import Data>Utility Imports>ETI Take-on>Import
• Click on Choose a file and browse to the file you want to import.
• Click on Upload
• Click on Import
• An onscreen message will indicate if the import was successful
• If there are any issues with the data a validation report will print. Correct and retry.

NOTE: If you require assistance with the process, please click to book a consultant.