How to set up a batch layout for input and imports

Access batch layout setup 

1. From the Main Menu, go to Payroll, then select Batch Transactions.
2. Choose Batch Layout.

Define a new layout 

1. On the Maintain Batch Layouts Screen, click Add.
2. Enter the Batch Layout Number and Description. 
3. Press Enter.

 TIP: Enter a single unique number from 1–9, letter from A–Z or a-z, as the Batch Layout Number. 

Complete the batch layout setup

 NOTE: The batch layout allows you to input or import up to 6 columns. Each column links to a specific definition lines and calculations. 

1. Click in the block next to Entry for Column 1.
2. Select the definition to link and click Continue.
3. Select Field to be Updated option:
   • Fixed or Amount column (if no Method of Calculation defined)
   • Method on File (when used, it automatically selects the Amount column for input)
4. Select the Default Value for input.
5. Enter a minimum or maximum for input.
6. Select if the input Accumulate or Override.

 NOTE: Hourly and Unit input lines default to Accumulate. 

1. Select if the batch require Batch Totals - we use these totals to verify input.
2. Repeat the steps above for each column required.
3. Click Save to complete the setup.