Writing a Conversion Rule

You can add a conversion rule to a template for importing or exporting information.

1. Open the Add Template Field page or the Edit Template Field page.
2. 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.

3. Create the conversion rule using one of the following methods:
4. Type an expression or function in the Conversion Rule text box.
5. Click the Expression Builderarrow to build a more complex rule. Click OK when done.
6. 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.

7. 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.
8. Click the Expression Builder arrow.
9. In the Expression Builder dialog box, use the fields to build the rule in the Conversion Rule text box.
10. Use STRTRAN() to extract the numbers from the social security number/ social insurance number data.
11. 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,"-")
12. When done, click OK to close Expression Builder.
13. Click OK to save the changes to the template.