How to Upload Payroll Hours with a Custom CSV Configuration

Before you start:

• You have a payroll hours CSV export from your payroll system or a third-party tool (for example, LCP).
• You know whether the file contains daily or weekly hours.
• You know which project contract the hours should be uploaded to.

Note: This is a mapping tool. You are not changing your original CSV, you are telling Reunion how to read it.

1. Go to the CSV Upload page in Reunion. 

2. Click on the "Add Custom CSV Configuration" button

3. You will be prompted to upload a small sample of your CSV so the column names can be auto-detected.

Once the file has been uploaded, the screen will list which columns were detected. Select the "Next" button.

4. The next step will prompt you to map each column in your CSV to the correct Reunion field. This step will require the following actions/information:

• Name the template (e.g. My Payroll System CSV)
• Determine the CSV delimiter (how columns or values are separated). There are several options for this step: 
  1. Auto-detect (recommended) 
  2. Comma (,)
  3. Pipe (|)
  4. Tab
• Employee Name: The system will automatically check off that the employee's first and last name are in separate columns in your original file. If this is not the case, uncheck this box. Then, proceed to select the following:
  1. Full name column (as it appears on your original file)
  2. Name delimiter 
  3. Name order 
• Contract: There are several options for deciding how or when to associate the contract (project) with the payroll data:
  1. If the contract name is listed on your original file, check this box off and proceed to select the appropriate column to pull from.
  2. If the contract name is NOT listed on your original file, you can choose the "User selects at upload" option OR select the contract name from the drop down now. 

Note: If you select the contract name now, it will default to be the preset for this custom template you are building.

• Contractor: There are several options for deciding how or when to associate the contractor with the payroll data:
  1. If the contractor name is listed on your original file, check this box off and proceed to select the appropriate column to pull from.
  2. If the contractor name is NOT listed on your original file, you can choose the "User selects at upload" option OR select the contractor name from the drop down now. 

Note: If you select the contractor name now, it will default to be the preset for this custom template you are building.

• Core Columns: If Auto-detect is selected, all fields in this section will populate from the original CSV. It is important to cross-reference this file with Reunion to ensure accuracy.
• Rate Columns: If Auto-detect is selected, all fields in this section will populate from the original CSV. It is important to cross-reference your file with what Reunion populates to ensure accuracy.

Note: If the fringe amount on your original file is a total cash sum and not a single rate, you can calculate the base rate by selecting the "Divide two columns" option, and dividing the total cash fringe amount column by the total hours column from your file.

• Employee Level Determination: Select the option that will best enable Reunion to determine if the worker is an apprentice.
  1. Infer from classification text (contains "apprentice")
  2. From a dedicated column: Select which column that contains the worker's level. The apprentice indicator is the text that marks a value as an apprentice from your file (e.g. "Appr"). 

5. The next step is to indicate the format in which the CSV file displays employee hours. There are two options: Long or Wide.  

• Long format: One row per employee per day
• Wide format: One row per employee per week.
  • When using this format, you will need to map each "day of the week" column from your CSV to the appropriate field in Reunion. This will need to be mapped for ST, OT and DT columns.

6. The last step is to review your chosen options and hit "Save Configuration." Saving the configuration will enable the CSV upload card on the CSV Upload page so you can continue using this CSV configuration for future uploads.