TimeSimplicity & Other Product Ideas

Merge or Replace Selection choice for PBJ Report

We'd prefer our clients to be able to load their PBJ report as a part of their payroll process, so on a weekly or per pay period basis.  Your current PBJ Report creates a file set to "replace" which means it deletes all information currently in CMS and creates a brand new entry.  CMS allows clients to load data over the course of the quarter, and then submit at the end of the quarter, however you cannot do that simply with the current PBJ report.  Our current work around is to have the client load the information at the end of the month, for the entire quarter, so that it overwrites the previous month and then brings in data for the new month.


CMS also supports a Merge, which references the employee ID and the date stamp on your upload file.  If there is already an entry on that day for that employee ID, the report will overwrite it, otherwise it will simple add new data to the report.  This would allow the client to load PBJ data as often as they'd like

  • Guest
  • Oct 26 2016
  • Already exists
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  • David Barton commented
    30 Nov, 2016 06:47pm

    We already have this functionality. Please use "pbjmerge" to have a file set to merge with existing data.