File Download

Sage uses the file download configuration for your Payflow service to define settings for the outbound download file. The system then provides this to the external system.

You can use the Payflow download configuration to:

  • Extract data from fields in the following objects held on the Sage People system:
    • Team Member
    • Employment Record
    • Salary
    • Bonus
    • Benefit
    • Beneficiary
    • Dependant
    • Absence
    • Timesheet
    • Time Report
    • Training
  • Write that data to a file in one of a range of formats
  • Translate data and follow the coding scheme the target system uses
  • Manage the transfer of the data file to the target system
  • Process time limited or changed data, excluding data that hasn't changed. For example:

    • New Team Member data
    • Changes to salary or benefit contribution
    • Terminating or terminated employee data
  • Automate the whole process so downloads run to a pre-defined schedule

Overview and examples

You can configure downloads to extract data in one of four modes:

  • Full file, field level changes switched off
    • The system exports all records every time the download runs
    • The system includes all fields containing data

    Example

    • An organization with 100 employees
    • Two employees have a changed salary during the payroll period and no other changes

      The download contains all data fields for all employees

    • You can't easily identify the employees with changed data, or what those changes are
    • Use a download of this form to generate a full data set to refresh or overwrite a target system
  • Full file, field level changes switched on
    • The system exports all records every time the download runs
    • The system flags fields to display changes only contain data; all other fields are blank
    • Typically, the system includes Employee ID and Name fields for every record to ease data identification

    Example

    • An organization with 100 employees
    • Two employees have a changed salary during the payroll period and no other changes

      The download contains Employee ID and Name fields for all employees, with blank data fields. This is except for the changed salary fields for the two employees

    • You can see all employees in the same file
    • You can easily identify the employees with changed data, and see those changes
  • Record level changes only, field level changes switched off
    • The system exports records you've changed every time the download runs
    • The system includes every field that contains data for the changed records

    Example

    • An organization with 100 employees
    • Two employees have a changed salary during the payroll period and no other changes

      The download contains records for the two employees with changed salaries, including all populated data fields

    • You can easily identify the employees with changed data, but not what those are
  • Record level changes only, field level changes switched on
    • The system exports records you've changed every time the download runs
    • The system flags fields to display changes only contain data; all other fields are blank
    • Typically, the system includes Employee ID and Name fields for every record to ease data identification

    Example

    • An organization with 100 employees
    • Two employees have a changed salary during the payroll period and no other changes

      The download contains Employee ID and Name fields for all employees, with blank data fields. This is except for the changed salary fields for the two employees

    • You can easily identify the employees with changed data, and see those changes