Writing a Conversion Rule
You can add a conversion rule to a template for importing
or exporting information.
- Open the Add Template
Field page or the Edit Template Field page.
- Make sure the template
includes the fields that you will be using in the rule.
Note: When you are
exporting, if you have a field in a rule, that field must exist in the
template. When you are importing, if you have a field in a rule, that field must exist in the Sage HRMS file you have selected.
- Create the conversion rule using one of the following methods:
- Type an expression or function
in the Conversion Rule text box.
- Click the Expression
Builderarrow to build a more complex rule. Click OK when done.
- Click OK to save the
changes to the template.
Writing a Conversion Rule Example
Sage HRMS requires each employee to have an employee number. However, you may want to import data from a system that uses Social Security numbers for tracking. You can create an expression that converts the Social
Security numbers into employee ID numbers.
- Include both the employee
ID and Social Security number fields in your template. Sage HRMS must have these fields to convert the
social security number/ social insurance number and import the ID number correctly.
- Click the Expression
Builder arrow.
- In the Expression Builder
dialog box, use the fields to build the rule in the Conversion Rule text
box.
- Use
STRTRAN() to extract the numbers from the social security number/ social insurance number data.
- Use
the following format for this function.
STRTRAN(social security number/ social insurance number field name, string
to search for)
Example: If the social security number/ social insurance number data
were in the field p_ssn, you would enter the following in the rule area.
STRTRAN(p_ssn,"-")
- When done, click OK to
close Expression Builder.
- Click OK to save the
changes to the template.