Personnel Export & Import Files

When first entering information into Personnel, it is often easier to use the export and import process to load large amounts of data at once.

There are three types of imports within Personnel Budgeting:

• Pay Data File - This is the most comprehensive file and allows for importing of all information within Personnel except for Allocations. The best use of this file is for adding Employees and Positions.
• Pay Item File - This is the best file to import the compensation for Positions.
• Allocation File - This is the only way to import Allocations and is usually used when an organization has a lot of allocations.

Note: It is imperative that an organization utilize the export from within their system in order for the import process to work as expected. Do not try to create a file for import from the documentation in this section.

Import notes

• The Excel tab names should not be changed.
• The Excel header row names should not be changed.
• For multi-tabbed files, you can remove unneeded tabs and import only the desired tabs.
• Imports only update or add information; they will never remove positions, employees, allocations or any other data within Personnel Budgeting. 
• All imports will be queued in the background; utilize the Dashboard > Updater page to ensure they have been completed successfully.
• Do not re-order the tabs. The Import process will work from left to right through the tabs in the worksheet. Some tabs are dependent on others; for example, please make sure that the Employees tab is to the left of Positions as the Positions tab requires the Employees to be imported.
• Excel formulas in fields that are to be imported will be replaced with the cell value. However, best practice is to copy and paste as values if needed. NOTE: ID fields and Date fields do not support formulas.
• All Martus file imports have a limit of 15MB.

Common Import Errors

• Object reference not set to an instance of an object - Please reach out to support for assistance

How to Use the Pay Data File (Excel)

There are two options for importing new data and adjusting existing data in the Personnel module. The primary use for the Pay Data File export/import is to import and update employees, positions, and dimension assignments for the positions. Attached is an example Pay Data File with instructions on each tab.  

Exporting the Pay Data File

The general process for updating the pay data file is as follows:

1. Navigate to Personnel Budgeting > Scenario Setup > Import/Export.
2. Choose the Year and the Scenario.
3. Click Export Pay Data File (xlsx).
4. Make changes to the Employees and Positions tabs. All other tabs should be ignored and/or deleted. (Coverages and Position Types can be used for reference if needed.)
5. Import the pay data file back into Martus. First click Choose File, and then click Import Pay Data File (xlsx).

Additional options, very rarely used, include:

• Export > Include Monthly Details - Only choose to include monthly values if you've made mid-year updates to compensation or benefit rates and you want to view those details.
• Import > Recalculate All Pay Items - Select this to recalculate all pay items. This will override any mid-year rate changes such as a mid-year raise that you made using the Update Pay Item button on the Detail screen.
  
  

There is a sample file with detailed instructions at the bottom of this page that you can download.

Understanding the Pay Data File

The Pay Data File contains numerous tabs. Martus recommends ONLY adjusting the following two tabs via the export and import process. Best practice is to ignore and/or delete the remaining tabs. (Coverages and Position Types can be used for reference if needed.) 

Editing Employees 

• Id: Martus assigns this ID when employees are added. Leave this column blank for new employees, or leave it as is for updating existing employees.
• FirstName: The first name of the employee.
• LastName: The last name of the employee.
• Inactive: The status of the employee. Update to TRUE for any employee no longer active with the organization. Otherwise, active employees should be labeled here as FALSE.
• PayrollSystemId: The ID that corresponds with the employee in the organization's payroll system. This allows for easier cross-referencing.
• AnniversaryDate: The date the employee began working with the organization. This date can be used to calculate bonuses or salary increases based on the employee's hire date.
• Coverage 1: The level of election within a tiered pay type; most commonly used for medical insurance.
• Coverage 2: The level of election within a tiered pay type; most commonly used for dental and vision insurance.

Notes for Import:

• The Coverage 1 and Coverage 2 values must match exactly (capitalization and spacing) to a value in the Coverages tab of the file.
• All columns must be included in the import; columns may be left blank, but do not rearrange columns or remove the column header.
• Spacing, punctuation, etc., must be exact in order for Martus to import the employees with matching positions. For example, "Mary Jones" is not the same as "mary Jones".

Editing Positions

• Id: Martus assigns this ID when positions are added. Leave this column blank for new positions, or leave it as is for updating existing positions.
• PositionName: Martus will assign this field using the title of the position. Leave this column blank for new positions, or leave it as is for updating existing positions. Note: Martus creates a unique value by appending a numeric value to the  title, e.g., Assistant 1, Assistant 2, etc.
• Title: The job title of the position. Job titles do not need to be unique.
• Employee: The employee associated with this position. This must be formatted with the exact values from the Employee tab using [External ID] [FirstName] [LastName].
  • For new imports, this field can be filled in via the values on the Employee tab utilizing the following formula. Note the values in this column must be copied and pasted as values (not the formula) before import.
     

    Formula to autofill Employee column from the Employee's sheet
    =CONCAT(Employees!E2," ",Employees!B2," ",Employees!C2)

• Type: The position type associated with this position. Copy values exactly as they appear on the PositionTypes tab in this file.  
• IsTaxable: Default is TRUE. Set to FALSE for those who have opted out of paying taxes, normally associated with clergy.
• IsPool: Determines if this position is pooled or not. All pooled positions will multiply the FTE amount per each Pay Item assigned to this position. More information on Budgeting for Pooled Positions.
• StartDate: The date in which to begin budgeting for this position. Best practice is to enter the start date for seasonal positions or mid-year hires. Leave this blank for positions budgeted for all 12 months.
• EndDate: The date in which to stop budgeting for this position. Best practice is to enter the end date for seasonal positions or mid-year terminations. Leave this blank for positions budgeted for all 12 months.
• FullTimeEquivalent: Enter the FTE for this position - 1 for full time, .5 for half time, etc. This number will apply to the Allocation Analysis tab and the FTE Analysis tab. It is also used in conjunction with the IsPool field to calculate pooled positions.
• SheetDim1, SheetDim2, LineDim2,etc: The dimensions associated with this position. These will be unique for each Martus client. To confirm which dimension is SheetDim1, SheetDim2, etc., navigate in Martus to Setup > Dimensions and note the order of dimensions on the screen. SheetDim1 is first, SheetDim2 is second, etc. 
  • Note: Only add each position once. If a position will be allocated to multiple dimensions, those will be handled using the Allocation feature in Personnel.

Notes for Import:

• Excel formulas in fields that are to be imported will be replaced with the cell value. However, best practice is to copy and paste as values if needed. NOTE: ID fields and ate fields do not support formulas.
• Ensure that the Employee name is an exact match of the External ID, First Name, and Last Name of the employees either on the Employee tab of the import or from what is in Martus. For example, "4215 Sam Powers" is not the same as "4215 Samuel Powers".
• Ensure that the combination of sheet dimensions used in the Positions tab exist in the Planner Budget as budget worksheets. To determine this, go to Planner > Planner Setup > Worksheet Management tab and search for the appropriate worksheets. If the worksheet is missing, you will receive an error saying "Worksheet does not exist in the Planner Budget upon importing".
• Spacing, punctuation, etc., must be exact in order for Martus to import the employees with matching positions. For example, "Mary Jones" is not the same as "mary Jones".

Use the links below to navigate the learning path.

Position Types <<  Introduction to Personnel - Learning Path  >> Pay Item Grid

How to Use the Pay Item Grid (Excel)

The Personnel Budgeting > Scenarios > Pay Items page displays one line per position in rows, with pay types in columns. You can update items directly on the screen or via the Pay Item Grid Excel export, which is formatted with one line per position in rows, and columns for each pay item. 

Exporting the Pay Item Grid to Excel

1. Go to Personnel Budgeting > Scenarios > Pay Items.
2. Select the Year and Scenario.
3. Choose whether or not to Include Starting Rates/Amounts (includes the values on the screen) or Export Empty Grid (includes no values).
4. Click Export Pay Item Grid (xlsx).

Updating the Pay Item Grid in Excel

The first three columns in this file serve as reference for the positions in the scenario. Martus only supports changes to the pay type columns. Do not adjust the first three columns in this file and attempt to re-import, as these must match exactly what is currently in Martus.

• Position Name: This is for reference only; do not update.
• Title: This is for reference only; do not update.
• Employee: This is for reference only; do not update.
• Pay Type Columns: The columns following the first three columns will be dictated by the pay items that are set up within your system. Each customer will have a different set of columns. Navigate to Personnel Budgeting > Personnel Budgeting Setup > Pay Types to view the pay types' frequency, type, and any default values. The following are general rules for utilizing these columns:
  • Hourly Pay Types: Enter the hourly rate (amount) for each position and the hours per pay period. If the position does not get the pay type, leave the cell blank. 
  • Salary Pay Types: Enter the rate using the frequency defined on the pay type (for example, Weekly, Bi-weekly, Semi-monthly, etc.). If the position does not get the pay type, leave the cell blank. 
  • Percentage Pay Types: Enter a 0 to use the default percent or enter the percentage that should be applied to that position if different from the default. Note: You can only overwrite the default percentage to be lower than the default. If the position does not get the pay type, leave the cell blank. 
  • Regular Pay Types: Enter a 0 to use the default amount set on the Pay Type in Martus or enter the appropriate amount based on the frequency of the Pay Type. If the position does not get the pay type, leave the cell blank. 
  • Tiered Pay Types: For pay types based on tiers, use the default amount by entering a 0 in the cell. If the position does not get the pay type, leave the cell blank. 

Import Guidelines

• Martus will add new pay items or update existing pay items with the import file. Martus will not remove pay items even if they are removed from the Pay Item Grid.
• Do not adjust or remove the Position Name, Title, or Employee columns.
• Only enter a value or a 0 in cells where the position is associated with that pay type. If the position does not get the pay type, leave the cell completely blank. 

Importing to Martus

1. Go to Personnel Budgeting > Scenarios > Pay Items. 
2. Ensure the appropriate scenario is selected.
3. Click Choose File to select the appropriate Excel file to import.
4. Click Import Pay Item Grid (xlsx).

TIP! Recalculate the pay items on the Detail tab to populate the pay item rates if they are blank!

Use the links below to navigate through the learning path.

Pay Data File <<  Introduction to Personnel - Learning Path  >> Allocations