Perform a Trial Export From Sage HRMS to ADP PC Exchange

After you’ve defined your ADP template and modified your translation tables, you are ready to export data to PC Exchange. We recommend you perform a trial export before you perform the final export. The trial export process simulates the ADP export and generates any errors that would occur during the actual export.

The trial export process generates an error log report listing each error by date, employer, employee ID and error message.

• Each time you run a trial export, errors are added to the end of the error log report, so you should purge the error log report between your trial export processes.
• You should correct each error and perform subsequent trial exports until Sage HRMS Link generates no more errors, at which time you can perform a final export to PC Exchange.

To Perform a Trial Export

1. From the menu, select File > Purge > ADP Error Log. Purging report information clears old reported results from the log.
2. From the menu, select File > Optimize Databases. Click Yes to confirm optimization.

   Note: Because of how a computer stores data, your files can, in time, become unnecessarily large. This is because the system does not actually delete records at the time you tell it to. It simply removes them from your access. The Optimize Databases process actually purges the records you have marked for deletion and reorganizes the files to minimize the space required. The system purges only those records you have marked for deletion. It does not change any information stored in the system. This process only optimizes databases for Sage Payroll Link.After you optimize your databases, you should rebuild the Sage HRMS Link index files. This process does not delete or change any data within the system. To rebuild the indexes, select Reform Index files from the File menu.

3. From the Import/Export menu, select Trial Export to ADP from Sage HRMS. The template selection list opens.
4. Highlight the template you want to use for your trial export and click OK. The Trial Export dialog box opens.

   The template parameters, including record selection criteria, appear as you set them when you defined the selected template. If you need to change them, you can do so before you export.

   Any template changes you make at this time are not saved to your selected template; rather, the changes are temporary and affect only the export you are currently performing.

5. Click Start to begin the trial export. When exporting is complete, Sage HRMS Link shows the number of records to be exported and indicates how many errors were generated.
6. Click OK, and then click the Close button to close the Trial Export dialog box.
7. Print the ADP Error Log report and correct the errors.
8. After correcting your errors, purge the error log report and perform another trial export.
9. Continue to perform trial exports until you receive no more errors.

Published: April 11, 2017
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