Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
The Column Title dialog allows you to specify the information to be imported for each column in the Employee Spreadsheet Import grid.
The column title specifies where the data from the selected column is to be placed when the spreadsheet information is imported into CSA.
Choose Utilities > Data Conversion > Employee Spreadsheet Import. Enter or browse for the spreadsheet to be imported and then click the Import button. Double-click on a column title to open the Column Title dialog.
See also: Importing employee information and earnings from a spreadsheet
Special information
- Each column title must be unique and can only be used once in the Employee Spreadsheet Import grid.
- You must specify a Last Name column in order to perform the import.
- You may use any column order within the Employee Spreadsheet Import grid. If each column title has been identified correctly, the data will flow to the appropriate fields within the CSA Employees window.
Fields & buttons
The options available to select for the type of information in the specified column are:
- Employee Information
- Pay Items
- Deduction Items
- Withholding Items
The list of information below those options varies depending on the information type you have selected.
For example, when Employee Information is selected, the list below contains Employee ID, First Name, Middle Initial, Last Name, etc. When the Pay Items option is selected, the list contains the pay items set up in your system.
Select an information type and then highlight the information to be imported for that column. Click OK to save your choices and close the dialog.
The Period field is enabled only when the Pay Items, Deduction Items, or Withholding Items options are selected.
With a payroll item highlighted, select the month for which the earnings for the payroll item are to be entered in the Earnings history.
Note: If the earnings are YTD, select January from the drop-down list.
The Overtime checkbox is only enabled when the Pay Items option is selected.
When this checkbox is marked, the amount in the selected column will be imported as an overtime amount.
The Doubletime checkbox is only enabled when the Pay Items option is selected.
When this checkbox is marked, the amount in the selected column will be imported as a doubletime amount.
The Amount available checkbox is enabled only if an accruable benefit is selected from the Pay Items list.
When this checkbox is marked, the amount in the column will flow to the Beg. bal (beginning balance) field of the accruable benefit.
The Company match checkbox is enabled only when the Deduction Items option is selected.
If this checkbox is marked, the amount in the selected column will flow to the Company match row in the employee's Earnings History for that particular deduction item.
The Rate checkbox is only enabled when the Pay Items option is selected.
When this checkbox is marked, the amount in the selected column will be imported as the rate for the pay item.