Dashboard Id

Number

Enter the same number for all entries for the specific dashboard

Client

Char (5)

The client country code for the dashboard as defined in the code kind CLIENT.

Paygrp

Char (5)

The paygroup code for the dashboard as defined in the code kind PAYGRP.

This field is Optional

Start Date

Date

Start date of the dashboard definition.

Enter in date format DD/MM/YYYY

e.g. 24/07/2021

End Date

Date

End date of the dashboard definition.

Enter in date format DD/MM/YYYY

e.g. 24/07/2021

This field is Optional

Action Type

Char (10)

Action Type for the dashboard action. Valid values are:

REPORT

REP_CHAIN

TASK

Task Type

Char (10)

Task actions can optionally be assigned a task type to help distinguish the purpose of the task. The task type should be entered as defined in the code kind TASK_TYPE.

Note: If the task type is not yet defined in the code kind, it will be added during the import process if the task type description is also populated.

This field is Optional

Task Type Description

Char (50)

The description for the task type. This is only required if the task type has not yet been defined in the code kind in the Ascender Pay environment.

This field is Optional

Action

Char (20)

The action to be performed in the dashboard. Depending on the action type entered this should be:

For Action Type REPORT - a valid Ascender Pay Oracle report, SQL report or BI Publisher report code as defined in code kind PROG

For Action Type REP_CHAIN - a valid Ascender Pay report chain as defined in the code kind REP_CHAIN

For Action Type TASK - a dashboard ask as defined in code kind PAYROLL_TASKS.

Note: If the task is not defined in the code kind, it will be added during the import process if the action description is also populated.

Action Description

Char (50)

The description for the action task. This is only required if the task has not yet been defined in the code kind in the Ascender Pay environment.

This field is Optional

Update  Mode

Char (1)

Flag to indicate if the action should be run in update or non-update mode. Valid values are Y or N. If the action does not have a parameter for update mode, leave this field blank.

This field is Optional

Action Freq

Char (20)

Determines if the action should be repeated for every payrun within the pay period or just once for the pay period. Valid values are PAYRUN and PAY_PERIOD.

Seq

Number

Number indicating the sequence in which the action should display in the dashboard.

Date to Offset

Char (20)

Indicates which date the action due date should be calculated from. Valid values are PERIOD_END_DATE and PAYDATE.

Offset Days

Number

Used to calculate the action due date. The number of days prior to the date to offset date that the action must be completed by.

For Example, if the Date to Offset is set to PAYDATE and the Offset Days is set to 4, then the action is due 4 days prior to the pay period paydate.

Action Due Time (HH:MM)

Char (5)

The action due time can be specified for actions which need to be completed by a specific time on the due date. Due time should be entered in 24-hour format HH:MM - e.g. 14:00 if it is due at 2pm.

This field is Optional

Payroll  Chain

Char (1)

Flag to indicate if the action should be performed every time for a payroll chain. If the payroll chain is reversed once this action is completed, then a new action record will be created for it to ensure it is completed for every update payrun.

Valid values are Y and N.

This field is Optional

Disbursement Chain

Char (1)

Flag to indicate if the action should be performed every time for a disbursement chain. If the disbursement chain is reversed once this action is completed, then a new action record will be created for it to ensure it is completed for every update disbursement.

Valid values are Y and N.

This field is Optional

Assigned to Role

Char (50)

Actions can be assigned to different roles as defined in ‘FE600 - Express User/Group Security’ so they can only be updated via the dashboard by members of that role.

Note: If the role does not exist in ‘FE600 - Express User/Group Security’ then it will be created by the import as long as the Assigned to Role Description is populated.

This field is Optional

Assigned to Role Description

Char (50)

The description for the Assigned to Role. This is only required if the Assigned to Role has not yet been defined in ‘FE600 - Express User/Group Security’.

This field is Optional

Include in Client/ End User View

Char (1)

Flag to indicate if this action should be viewable by the client/end user in the dashboard.

This is only required where the Client/End User View functionality is being used.

Valid values are Y and N.

This field is Optional

Column Field

Data Type (max length)

Description

Dashboard Id

Number

Enter the same number for all entries for the specific dashboard

Client

Char (5)

The client country code for the dashboard as defined in the code kind CLIENT.

Paygrp

Char (5)

The paygroup code for the dashboard as defined in the code kind PAYGRP.

This field is Optional

Start Date

Date

Start date of the dashboard definition.

Enter in date format DD/MM/YYYY

e.g. 24/07/2021

End Date

Date

End date of the dashboard definition.

Enter in date format DD/MM/YYYY

e.g. 24/07/2021

This field is Optional

Payrun Definition Date

Char (1)

Flag to indicate if the timeline item is a date defined as part of the payrun from the code kind PEPAYRUN_DATES (enter value Y), or if it is a custom timeline date (enter value N).

Valid values are Y and N.

Timeline Item

Char (50)

The date to be displayed in the timeline.

If it payrun definition date flag is set to Y, then this date must be defined in the code kind PEPAYRUN_DATES.

If the payrun definition date flag is set to N, then this date must be defined in the code kind TIMELINE_DATES.

Note: If the timeline item is not defined in the code kind TIMELINE_DATES, it will be added during the import process if the timeline item description is also populated.

Timeline Item Description

Char (50)

The description for the timeline item. This is only required if the timeline item has not yet been defined in the code kind in the Ascender Pay environment.

This field is Optional

Date to Offset

Char (20)

Indicates which date the timeline date should be calculated from. Valid values are PERIOD_END_DATE and PAYDATE.

This field is only required if Payrun Definition Date is set to N.

Offset Days

Number

Used to calculate the timeline date. The number of days prior to the date to offset date.

For Example, if the Date to Offset is set to PAYDATE and the Offset Days is set to 4, then the timeline date is 4 days prior to the pay period paydate.