ePortal: Import a monthly claim from ePortal to EasyPay

Log in to eportal as Admin, go to Process.

Click Claim Processing, and select Export Monthly Claim to EPE.

Select the claim transaction by checking the checkboxes, and select the Payroll Date to process.

Click Process.

Go to the Payroll module

In the Launch Interface Viewer, select Pay Element Viewer.

Select Connection ID as Current Login DSN, and click Connect.

In the dialog window, click on the Confirm button.

Go to the Pay Records, highlight the affected employees, and click Reprocess.

Select User-defined Interface Project as eportal HRIS

Enable Pay Element checkboxes and click Confirm.

The claim will be processed into the Pay Records.