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ZayZoon Connect: How to manage CSV files
ZayZoon Connect: How to manage CSV files

This article provides guidelines for uploading payroll data via CSV files using the ZayZoon Employer Connect App.

Ryan Madden avatar
Written by Ryan Madden
Updated over a week ago

In this article you'll find information on how to manage payroll and attendance data files with ZayZoon using the Employer Connect app. Partners and Employers can log in to the Employer Connect app to see how their employees are using ZayZoon, access marketing resources, sponsor the benefit, and manage the data files that ZayZoon uses. We've created a flexible interface that allows you to manage the files relevant to your ZayZoon experience.

ZayZoon allows your employees to access their earned wages and other financial wellness tools. In order to do this, we need some basic information about your company, your employees, and their earnings and attendances. We use this data to calculate earned wage accrual for your employees when they login to the ZayZoon app. In order for your employees to repay ZayZoon for any payouts they've accessed, we also require that you download and process a deductions file as part of your standard payroll processing. The baseline file requirements can be found in our CSV Integration Guide. Please see the relevant sections below for further details on managing these files using the Employer Connect app.

If at any point you need assistance with downloading deductions, uploading your payroll and attendance date, or have any other questions, please contact our Partner Engagement team at partnerengagement@zayzoon.com.

Article Contents


What to expect

Setting things up

ZayZoon uses your payroll data to calculate earned wages available to your employees. The first time you upload files will serve as the complete setup of your data in ZayZoon's system. That means you'll need to upload all file types the first time through: employers, employees, earnings, and attendances (if applicable).

  • Uploading your employers file allows ZayZoon to create the appropriate record and links in our system for downstream data processing.

  • When you upload your first employees file, we'll create all the associated customer records in our system. We'll also send out email invitations so your employees can get signed up!

  • The first time you upload an earnings file, please include all earnings data from the past 90 days.

  • If applicable to your use case, upload an attendances file so that ZayZoon can determine the earned wages your newly-invited employees can access.

Ongoing file management

After you've uploaded your files for the first time, ZayZoon's system will have all of the baseline data and configurations set up to support your employees. Once everything is set up in our system, your employees will be able to access ZayZoon's benefits and take payouts from their earned wages. To facilitate repayments of these payouts, we generate deduction files that serve as a one-time fixed-amount deduction from your employees' paycheques. We recommend downloading this file once per pay period, immediately prior to beginning your payroll processing. Note that you should have a specific ZayZoon deduction code configured in your payroll system to facilitate automatic repayments of outstanding payouts. Please contact partnerengagement@zayzoon.com if you need assistance with setting up or managing your ZayZoon deduction code.

There are two main processes that keep things running smoothly for your employees:

  1. Download your ZayZoon Deduction file
    ZayZoon automatically generates a Deduction file that contains the cumulative deductions - outstanding amounts for repayment based on payouts your employees have taken through the ZayZoon service. Each pay period immediately prior to starting your payroll process, you'll need to download the deduction file and make sure to enter that data into your payroll system for processing. This ensures that your employees' repayments are made successfully and they have continued access to earned wages through ZayZoon. We recommend making this part of your normal payroll process moving forward.
    ​

  2. Upload files that contain updated data at a regular cadence
    Any time there are changes or updates to payroll and attendance data, you'll need to upload the relevant files. The most common example is earnings, which will need to be uploaded to ZayZoon at least once per pay period as it contains updated pay information that is used to calculate employees' earned wages. If you are also uploading attendances, this data should be uploaded daily to ensure the data in ZayZoon's system accurately reflects hours worked by your employees. In general, the minimum upload frequency for files is as follows:

  • Earnings: once per pay period (or more if there are additional updates)

  • Employees: any time employee data changes (e.g. new hires or termination)

  • Employers: any time employer data changes (e.g. unique payroll identifier)

  • Attendances: every working day (to capture updated hours worked)

The sections below contain detailed breakdowns and further information on these processes, file types, and workflows. Links to sample files are also included to help you get started.


Downloading ZayZoon Deduction files

In order to collect repayments on the payouts taken by employees, ZayZoon will generate a file containing all pending deductions. Each row of the deduction file will correspond to an employee and contain their cumulative outstanding ZayZoon balance that is to be deducted for repayment. We will automatically generate a new deduction file daily by 9:00 pm ET and this will be available to you from within the My Payroll Data section under the Current deductions section:

Because each deduction file contains the cumulative total ZayZoon deduction for each employee, you'll only need to download this file once per pay period immediately prior to beginning your payroll process. Click the Download button to save the file. Once you've downloaded the deduction file, be sure to import the ZayZoon deductions into your payroll system for processing on your pay run.

A sample Deduction file can be found here.

After you've processed the ZayZoon deductions in your payroll system, the last thing you'll need to do is upload this earnings data (that contains the deductions information) to ZayZoon. This will ensure your employees based on the most up-to-date data available. Please see the Earnings section below for details on uploading this data to ZayZoon.


Uploading your Payroll and Attendances Data

Your payroll data to determine the earned wages that will be accessible to your employees when they login to the ZayZoon app. As such, it's crucial to upload accurate data on a consistent schedule so that we can provide your employees with the best experience possible and make ZayZoon the ultimate benefit.

In the sections below, we'll outline each data file type, the cadence at which you should upload these files, and sample files to streamline the upload process.

General Workflow

1. In the Data imports section, click on the relevant button to begin. Note that you will only see the upload buttons relevant to your company setup:

2. The file upload dialog box may take a few seconds to load - please wait if you see the spinning arrows icon on the button you clicked. The upload window will display some additional information for each file type.

3. The first time you upload each type of file listed below, you'll need to match your columns to the right data points and correct any errors. Once you've completed this mapping the first time through, you can skip it for future file uploads (by clicking the Review button at the bottom). The screenshot below shows example mappings for earnings data.

4. After completing the mapping (or skipping it on subsequent uploads), you'll be given the opportunity to review and correct any data entry errors prior to submission:

5. The last step is submitting the file. Make sure you've read and understand the confirmation prior to submitting your file. Note: Depending on the type of file, automatic actions may be triggered in the employee app. We'll display what actions, if any, will happen after the file that you're uploading has been processed.

6. You'll see a confirmation upon successful file upload.

What happens after uploading files?

  • Once you've successfully uploaded a file, you'll see a new entry in the Data imports section. Note that files are grouped by upload date:

  • The icons beside the file type in each Data import row correspond to the status of that file upload:

  • We process all uploaded files on an hourly schedule, meaning it can take up to one hour for statuses to update and changes to take effect.

  • As mentioned in step #5 above, automatic actions may be triggered in the employee app. Common examples include updating earned wage calculations based on earnings or attendances and automatically sending invitation emails to new employees that are not yet in the ZayZoon system.

That's pretty much all there is to it - you're ready to upload your files! πŸŽ‰ Read on for important context and details for each of the file types that may apply to you.

Attendances

Upload this file daily so that we can update our system with the hours your employees have worked. Once we've successfully processed your attendance file, this data will automatically update the earned wages available to your employees. As the earned wage access amount available to your employees is tied directly to the hours they've worked, it's critical that you upload this file daily or anytime there is new attendance data. This ensures that we provide the best experience possible and that your employees have access to the maximum benefit based on the wages they've accrued.

A sample Attendances file can be found here.

Earnings

ZayZoon uses your employees' earnings to update our calculation of earned and accrued wages. You'll need to do this any time you run payroll or there's new pay information for your employees. Once we've successfully processed your earnings file, this data will automatically update the earned wages available to your employees.

As the earned wages available to your employees in ZayZoon is tied directly to their earnings, it's critical that you upload this file on a set schedule aligned with your payroll frequency. This ensures that we provide your employees with the best experience possible and that your employees have access to the maximum benefit based on the wages they've accrued.

Note: Please ensure that any pending ZayZoon deductions since your last earnings file upload are included in the current earnings file. See the Deductions section above for more details.

A sample Earnings file can be found here.

Employees

In order for your employees to enjoy all the benefits of ZayZoon, we require specific data to manage accounts in our system. This is done by processing employee data files containing the relevant details for account creation. There are a few specific scenarios where you'll need to upload employee data so that we can update the information we have on file:

  • the first time you're setting up ZayZoon

  • any time you hire a new employee

  • any time you terminate an existing employee

Note that we'll automatically send invite emails to any new employees found in the uploaded file after we've processed it.

A sample Employees file can be found here.

Employers

When you're first getting started with ZayZoon, we need you to provide key information about your company so that we can ensure a smooth experience for your employees. There are two specific scenarios where you'll need to upload employer data to us: (1) the first time you're setting up ZayZoon, and (2) any time your company information changes.

The following updates are example of what is relevant to ZayZoon that would require a new employer file upload:

  • any change to the unique employer ID used in your payroll system

  • company name

  • company contact info (contact name / email / phone number)

A sample Employers file can be found here.

Note: If you manage multiple locations or want to add new employers under your account, please contact our Partner Engagement team at partnerengagement@zayzoon.com.

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