Upload Records

Upload Records

There are three basic methods for uploading data into LCPtracker.

We have created several different formats for uploading and your accounting software may be one of them. Please go to www.lcptracker.com >Partners>Payroll Interfaces for the current available accounting system.

The second upload method is to use the standard interface template defined by LCPtracker. This is an Excel spreadsheet template with specifically defined columns. The Upload Records function is intended to provide a function for the uploading of payroll records from a spreadsheet. This may not only improve the speed of the upload, but the accuracy as well.

To download the excel template, go to: 1. Payroll Records>Upload Records>Click the Download spreadsheet template hyperlink. This allows you to download the spreadsheet template required to upload payroll data.

This spreadsheet will provide you with Instructions on how to use this function and a Legend explaining each column.

Please note, when uploading using the upload template, the file will be limited to 200 payroll records per upload.

Please contact LCPtracker Support after you have reviewed the spreadsheet and instructions if you need any further assistance.

Uploading Process

Regardless of the interface or use of the Excel Spreadsheet template, the uploading process is very simple.

Remember the upload process will also create your employees in Set Up, Add/Edit Employees section if you did not already manually enter. You may need to manually adjust certain requirements on your employee setup depending on the Administrator requirements.

Go to Payroll Records>Upload Records 

1. Select the Week End Date (or leave blank if you are uploading several weeks at a time in one upload and your upload includes the weekend dates).
2. Choose the Project that you are going to upload for.
3. Browse your computer for file to upload; and
4. Click Upload and as your file uploads, you will be able to see the data check validations working (A, B & C). Note: your file must not exceed 200 payroll records.
   

   

    

If there are any issues the system does not accept on any rows, it will give you pop-up message (example below).

Craft Matching in the Edit Record

The first time, or anytime you upload a new employee, you will need to craft match.

Go to 1. Payroll Records>Edit Uncertified Payroll Records

1. Click Craft Match and you get a pop-up window.
2. Choose the Craft and Classification from the drop-down and click Save. 

Once you Save a Craft Match, subsequent uploads should auto-fill your selection.