Matrix Payroll Import Guide

This is the guide to creating additional mappings and fields for Matrix Payroll Import. Follow the sections and steps in the order laid out in this document.

Add New Mapping

1. Search in the Global Search for “Matrix Mapping”

2. Select “Matrix Payroll Import Mapping”

3. Click the “New Matrix Payroll Import Mapping” button.

4. Choose the Type of Mapping 
   Time: Imports Time Records with a Qty of Hours
   Payslip Detail: Imports an Amount of Currency
   Payslip Detail Qty: Imports a Qty based on Hourly Rate of Employee, Rate Table Setup or a Rate Field.
   Pay Component: Imports an amount or percentage which repeats based on the UOM setup on the Sub Type.
   When selecting Payslip Detail Qty you have the option of enabling “Use Rate Field”. This is for advanced usage where you can create a Rate Field on the Matrix Import Record to compliment the Payslip Detail Qty field.

5. Choose the Subtype you wish to use with the Type selected.

6. This will then prefill the field id to use to set up the field for MPI.

7. Click Save to create the mapping. Repeat steps 4-7 to add more mappings.

Add New Field

1. Go to Customisation > Lists, Records & Fields > Record Types (Open in a New Tab).

2. Click on “Matrix Payroll Import”

3. Looking down the page you have a list of all the current fields that exist on this record. (DO NOT EDIT THESE)

4. To add a New Field there is a button above the list. Click New Field.

5. Label will be the Sub Type you have selected in the Mapping.
   If you are adding a Rate Field then the label will be the Subtype plus “Rate”. This is so you can distinguish between them.

6. ID will be the Field ID from the mapping.
   If you are adding a Rate Field then the Field ID will be the above but add “_rate” to the end.

7. Type will be Decimal Number (Percentage if setting up a Percentage Field).

8. Insert some help text for the field if required.

9. Click Save to create the field. Repeat steps 4-8 to add more fields.

Add New Field to Custom MPI Form

1. Go to Customisation > Lists, Records & Fields > Record Types

2. Click on “Matrix Payroll Import”

3. Click on the subtab Forms.

4. Click Customise on the line that starts with your Company’s abbreviation. It will look something like “ICS Matrix Payroll Import Form”.

5. Go to the Fields tab.

6. This is where you will move around the fields and put them into the right sections on the form for ease of viewing later on.
   If you are moving around a Rate Field then the best idea is to put after the Qty field and use the checkbox in the column “Same Row As Previous” This will put the field right next to the Qty field on the form when displayed.

7. Use the Field Group column to place into the correct area. eg. Time into Time Information, PSD into Payslip Detail Information, etc.

8. Repeat for any other fields you have set up.

9. Once you have finished sorting your fields. Click Save.

Add New Field to Custom List

1. Search for “Matrix Payroll Import”

2. Click “Matrix Payroll Import”

3. At the top under the title there will be a view with your Company’s abbreviation. It will look something like “ICS”.

4. To insert new rows where you want them click the following row and click the button “Insert” that shows up.

5. Add rows where required for new fields you have added into MPI.

6. Once finished click Save.

Add New Field to Custom Employee List

1. Go to Payroll Administration > Payroll Records > Employees

2. Change view to your MPI View. It will be named with your Company’s abbreviation. Something like “PR-MPI ICS Import Template”.

3. Click Edit View.

4. Click More Options.

5. Go to the Results Tab.

6. To add a new field follow the following steps.

7. Select the row where you want to add a field before.

8. Click the “Insert button.

9. Select the field name “Formula(Text)”.

10. In the “Custom Label” column enter the name of the Sub Type you used in the Mapping.

11. Click OK on the row.