Export - ESC FI-MVP Bronze Plan

Updated September 27, 2023 18:50

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

Property	Possible Values
Supplier Property PAILocationCodeMethod	Node: If PAILocationCodeMethod property is setup with value “Node”, then the export will pass Branch Node ID in Location ID. Property: If PAILocationCodeMethod property is setup with value “Property”, then the export will use branch Property PAI Location Code and pass the property value as Node ID. Branch Property: PAI Location Code This is used only when Supplier property PAILocationCodeMethod is set to “Property”.
Supplier Property ESCClientID	This is Client’s ESC Group ID or Client ID provided by ESC.
Supplier Property ESC_BronzePlanExportCriteria	ACAFTEmployees >> Passes all employee who have ACA Eligiblity status = Yes, either because they were manually set by a user to Yes, or who have hours in Look Back Period and determined to be full time. ACAFTorAvg30Employees >> Passes all employees who have ACA status = Yes, or employees who have more than 30 hours per week during the date range used in the date parameters of the export. AllEmployees >> Passes all employees who have hours in last 6 weeks.
Site Property Ignore From Bronze Plan Export	Update value to 'Yes' to avoid passing any branch into the export.

Branch Properties

Set up the following Branch Properties

Property	Possible Values
PAI Location Code	This is used only when Supplier property PAILocationCodeMethod is set to “Property”.
Ignore From Bronze Plan Export	Update value to 'Yes' to avoid passing any branch into the export.

User Permission

User access to the export

Navigate to Start Page > Actions menu > Admin Tools > Category = System
Double-click Report. The Admin System Server Report window displays.
Click the Advance Query tab.
Search the word BRONZE in the QueryName filter cell. The ESC Bronze Plan Export will remain in the selection area.
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.
Click Save to save the changes.

Usage

Weekly Process

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