Loading Salary Grade Details

  To load Smart Lists for salary grade details:

1. Review the member and entry names for these Smart Lists:

   Table 26. Smart Lists for Salary Grade Data

   Smart List	Associated Member Names	Entry Names
   Salary_Type	Salary Grade Type Input	Grade_Step, Grade_Rate and so on
   Salary_Basis	Grade Salary Basis Input	Annual, Monthly, and so on
   Yes_No	Allow Value Change Input	Yes and No
   HR_Budget_Set	Sample Budget Set

2. Ensure that members for salary grades (Grade 1, Grade 2, Grade 3 etc.) exist under Salary Grades in the Element dimension.

3. Create a file in a tool such as Microsoft Excel. Note: Although you can use a text editor, it is best to use a spreadsheet program to customize the sample code, because some text editors may not maintain the necessary line breaks.

4. Copy and paste this code into the file:

   Budget Item,Data Load Cube Name,Point-of-View,Salary Grade Type Input,Grade Salary Basis Input,Allow Value Change Input,Element Start Date,
   Element End Date
   Unspecified Budget Item,HCP,"BegBalance,Local,Grade 1,Budget,Stage 1,Unspecified Entity,No Year,Vacancy,Default Position",Grade_Step,Annual,Yes,01-01-2010,12-31-2010

5. Replace Grade 1 with the name of the salary grade to load.

   Example: You want to load a second monthly-based salary grade and an associated grade step on September 30, 2012 for use in the Forecast budget for 2013. You want to prevent Planners from changing the grade value at the position level. To load the salary grade, specify the following:

   Budget Item,Data Load Cube Name,Point-of-View,Salary Grade Type Input,Grade Salary Basis Input,Allow Value Change Input,Element Start Date,Element End Date
   Unspecified Budget Item,HCP,"BegBalance,Local,Grade 1,Forecast,Stage 1,Unspecified Entity,Unspecified Element,No Year,Vacancy,Default Position",Grade_Step,Annual,Yes,09-30-2012,
   

6. Save the file in CSV format.

7. Perform a test run of the CSV file. See Testing Load Files.

8. In the application, confirm that the salary grade information loaded correctly. See Verifying Data Loads.

9. After ensuring that the file loads data correctly, run it in production. See Running Load Files .