Best practices for standard imports

This process discusses the standardized data sets that should be captured with any client file upload. The data falls into two main categories, and several scripts sets within those categories: Initial upload scripts and Ongoing upload scripts.

Initial and ongoing script files import different sets of data. For example, initial load of the employee records grabs all employees of Active clients. Thereafter, the ongoing script grabs all active and any employee termed in the last three months. Further details of the differences are as follows.

Script	Description
Company_initial	All Clients, active and termed not specifically excluded.
Company_ongoing	Smaller subset of initial data – but the filter criteria do not change as the data set is small and Client termination data needs to be captured.
Contacts	Primary contact and address information for Clients main division (Division 0)
Employee_initial	All employees of All Clients (Active and termed)
Employee_ongoing	All employees of Active Clients that are active or have termed in the last three months. If the client is utilizing the Workers’ Compensation claim system, they may want to broaden the parameters to include termed clients.
Employment_initial/ongoing	All employees of Active Clients that are active or termed in the last three months.
Employee Deduction Vouchers_Initial	All deductions from checks in the last year. This can be filtered for specific deduction codes.
Employee Deduction Vouchers_ongoing	All deductions from checks in the last 21 days. This can be filtered for specific deduction codes.
Locations	All Physical locations, marking primary location as such and all other locations as Alternate.
Voucher_initial	All payroll voucher data for employees that have collected checks with an amount greater than 0 in the last 365 days. More historical data can also be uploaded, but the standard initial set is the last 365 days – uploading larger historical data sets will require these sets to be broken down into acceptable size chunks.
Voucher_ongoing	All payroll voucher data for employees that have collected checks with an amount greater than 0 in the last 21 days.
Pricing Imports	While pricing data can be imported, this is not recommended due to the inherent issues involved in data mapping. A recommended best practice is to not import pricing data, but to enter the data into ClientSpace on first re-price.