Before you begin...
- Ensure the date format in the From Date and To Date columns is set as dd-mmm-yyyy.
- Ensure you have entered the number of rows per employee that are equal to the number of historical weeks/periods in their previous employment year. e.g. If an employee was on a weekly payroll in their previous employment, they would have had 52 weeks. Therefore, you would enter 52 rows on the template, one row per week.
- Ensure you have saved the file in a .csv format before importing it into Cintra iQ.
Normally when paid staff go on holiday, you can calculate their holiday pay based on the previous 52 weeks/12 months to the current payroll period. Should employees not have 52 weeks/12 months of payslip data (because you have not been using the Cintra system for that length of time), Cintra iQ has the facility to allow you to import Take On data so that you can calculate holiday pay and include data that is not available in a payslip.
Once you have entered Take On data in the avg_hol_rate_takeon_template.xlsx, you need to save the worksheet as a .csv file and then it will be ready for import into the Cintra iQ database.
To import the avg_hol_rate_takeon.csv file
- Navigate to the Interface Definitions window.
Go to Cintra iQ: Tools> Interfaces - Enter Average in the Search box.
- Click the Search icon. The Average Holiday Rate Data Take On interface is displayed in the Definitions pane.
- Ensure the Average Holiday Rate Data Take On interface is selected in the IN section.
- Click the Open button. The Interface History - Average Holiday Rate Data Take On window appears.
- Click the Load File button. The Select File To Load window appears.
- Select the avg_hol_rate_takeon.csv file.
- Click the Open button. The file is imported into Cintra iQ database awaiting processing.
- Click the Process Unprocessed Files button. The file is processed.
Note: Click the File Processing Log button to view the details of the file's processing. - Click the Close button when finished. You are returned to the Interface Definition window.
- Continue to process the Take On data.
