Checks Import

Modified on Mon, 20 Apr at 12:02 AM

Use the Checks Import window to import checks from a file to community members in SynMain.

Opening the Checks Import window

Select Module > Human Resource > Community Checks Import from the main menu.
The Checks Import window is displayed.

image (11).png

Tip: You can also access the Human Resource functions by clicking the HR toolbar icon.

Checks Import window key fields and buttons

Field	Description
Select	Use to select one or more records for deletion or import. You can delete either: selected records records not selected. Clicking on “Accept and Create Checks” will import records with this field ticked.
Status message	Provide details on data that is invalid for the record
ID	ID of the Community member.
Check Type	Type of check. For example, Working with Children check. See luCommunityCheckType lookup table in the System maintenance manual.
Check Status	Status of the check. For example, Passed - Paid Work Approved. See luCommunityCheckStatus lookup table in the System maintenance manual.
Reference	Reference number of the check.
Start Date	Start date of the check.
End Date	End date of the check.
Verified Date	Date the check was verified.
Verified By	Staff member that verified the check.
Comment	Any comment about the check.
Active	Whether the check is active.
Required	Whether the check is required.

Buttons

Button	Description
	Display the load merge file window. See Loading merge files when importing assets. Loading merge files when importing checks
	Delete the currently selected record.
	Delete record with the Select field selected.
	Delete records with the Select field deselected.
	Accept the selected records on the window and create checks with the data on the records.
	Cancel the check import process.