Export - ESC FI-MVP Bronze Plan

The ESC FI-MVP Bronze Plan export is designed to send employee data based on how the supplier property ESC_BronzePlanExportCriteria is set up. There are three options for this property as explained in the Supplier Properties table below.

• Pay codes are set up properly for the property IncludeInACAHours.
• If an employee has a termination date in the date section, then the ESC Termination Reason is required (Input into Employee Extra.)

Data Parameters Considered

• Supplier [Employee Supplier]
• As of Date [Week worked]
• Measurement Period
• Ignore Missing DOB Error - While ignoring errors is not recommended, this export performs an error check on missing DOB, which can be ignored using this parameter.
• Ignore All Errors - While ignoring errors is not recommended, this export performs an error check on missing SSN, Invalid Home Phone, Invalid Work Phone, Invalid Email, Missing Address, Missing Hire Date, Missing Scheduled Pay & Term Reason when an employee is terminated.

Setup

To set up the export, config options and user permissions must be arranged through Avionté's Admin Tools functionality. 

Config Options

The Supplier and Site properties for the ESC Bronze Plan export are configured in Admin tools > Config Options. After configuration and the granting of user permission (next section), the user will be able to run the weekly process to export the data then view the exported data into a .CSV file. 

Supplier Properties

Set up the following Supplier Properties

Branch Properties

Set up the following Branch Properties

User Permission

User access to the export

1. Navigate to Start Page > Actions menu > Admin Tools > Category = System
2. Double-click Report. The Admin System Server Report window displays.
3. Click the Advance Query tab.
4. Search the word BRONZE in the QueryName filter cell. The ESC Bronze Plan Export will remain in the selection area.
   
   
   
5. In the Report Users area, place a checkmark in the box next to the users or groups that should have access to the ESC Bronze Plan Export. 
6. Click Save to save the changes.

Usage

Weekly Process

1. Select Weekly Process from the Main Menu.
2. Select Weekly Process from the sub-menu.
3. Select the Export/Import tab on the right-hand side of the page.
4. Click on the Select Feed drop-down menu icon.
5. Select ESC Bronze Plan Export.
6. Enter a folder location into the Choose Location field.
7. Enter values in the Enter Parameter section.
8. Click Process File. The data will be exported into a .CSV file and sent to the chosen location.