One of my plans is going to a new administrator and they've requested employee information on disk. Is there an easy way for me to accomplish this?
The easiest way to do this is to use Cycle E (Export Data) from the Pension System Main Menu. You will create 2 files one containing census information and one containing account information. There are two Report Writer formats that everyone has even if you haven't purchased Report Writer. PSLOADE1.RPT extracts census information and PSLOADAC.RPT extracts account information. These two report formats are in the same order as the original import record layout found on pages 4.4 - 7 and 4.4 - 9 respectively in both the DC and DB manuals. You can make copies of these pages to include with the files that you'll create so that whoever gets the data will know where things are.
Cycle E:
- Export Format Code - choose 1 which is export to an ASCII file using a Report Format
- Export to File Name - this is the name of the file that will contain the exported data. The default is .TXT which will be created in your data directory. If you are sending
both census and account information you will be creating 2 files which must have different names. You can accomplish this by using different extensions; for example
.CEN for the census information (PSLOADE1) and
.ACT for the account information (PSLOADAC)
- Report Format - Either PSLOADE1 or PSLOADAC (note that you do NOT enter the extension .RPT)
- Print Log and Output File for Log are not applicable for this operation.
If the employee information must be in a specific order or format or if there are additional items requested that are not found in PSLOADE1.RPT and/or PSLOADAC.RPT, you must have Report Writer and you must create a custom report format to reflect the specific order or additional information.
If you are a user of DATAIR's Data Entry & Review Module (DE), it can also be used to export data in a variety of formats (DBF, CSV, ASCII, and WKS spreadsheet).
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Article DKB00072