Reconciling employees

Most employee reconciles processes are automated to run daily. You can manually reconcile employees to import employee information from an external system (HR, Payroll, etc.) into

RMS

. The type of information imported depends on the system from which you are importing. After running the reconcile process, 

RMS

identifies issues with the imported file. There are several tabs that you might need to address: Employees to be Terminated, New Employees, Employees with Job Changes, Updated Employees, and Employees with Errors. The system can be configured to automatically email the results of the reconcile process to multiple recipients.

To reconcile employees:

1. In the toolbar, click the Main Menu icon (  ).
2. From the drop-down list, under the Admin section, select Employee Maintenance.
   The Employee Maintenance screen appears in a separate tab.
   For more information, see The Employee Maintenance screen.
3. Click Employee Actions (  ).
4. From the drop-down list, select Reconcile Employees.
   The Reconcile Employees screen appears. 
   For more information, see The Reconcile Employees screen. 
5. Click Choose File.
   The Choose File dialog box appears.
6.  Locate the appropriate file and click Choose File.
   The Choose File dialog box closes. 
7. Click Reconcile. Wait for the process to complete.
8. Review the tabs (Employees to be Terminated, New Employees, Employees with Job Changes, Updated Employees, and Employees with Errors). Resolve all employees with errors. If necessary, in the Employees to be Terminated tab, select the employees who should be deactivated.