Loading Employee Information

  To load employee data:

1. Review the names associated with these Smart Lists:

   Table 29. Employee Data Smart Lists

   Smart List	Associated Member Names	Entry Names
   Full_Time_Status	FT/PT
   Employee_Type	Employee Type	Contract, temporary, regular, and so on
   Pay_Type	Pay Type
   Union_Code	Union Code	union_1, union_2 and so on
   Location_Code	Location Code	location_1, location_2 and so on

2. 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.

3. Copy and paste this code into the file:

   Budget Item,Data Load Cube Name,Point-of-View,Employee Number,Employee Name,Hire Date,FT/PT,Employee Type,Pay Type,Union Code,Location Code,Annual Salary Spread
   Unspecified Budget Item,HCP,"BegBalance,Local,""Wu, Jonathan"",Budget,Stage 1,Unspecified Entity,No Year,Unspecified Element,Default Position",E1234,Jonathan Wu,01-01-1990,FullTime,
   Temporary,Exempt,Union_1,Location_1,Average
   

4. In the Point-of-View column, replace Employee1, Budget, and Stage 1 with the name of the employee to load, and the budget stage and version to which to load them.

5. In the appropriate columns, specify employee data such as their job number, position name, salary type, hire data, and location.

   Example: To load two full-time bimonthly salaried employees hired on February 1, 2013, and their details, specify:

   Unspecified Budget Item,HCP,"BegBalance,Local,Employee 23,Budget,Stage 1,Unspecified Entity,No Year,Unspecified Element,Default Position",E23,""Cane_Geoff"",
   02-01-2013,Regular,FullTime,Nonexempt,,Salem,
   Unspecified Budget Item, HCP,"BegBalance,Local,Employee 24,Budget,Stage 1,Unspecified Entity,No Year,Unspecified Element,Default Position",E24,""Bailey_Sue"",
   02-01-2013,Regular,FullTime,Nonexempt,,Philidelphia,

6. Save the file in CSV format.

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

8. In the application, ensure that employees and their associated data loaded correctly. See Verifying Data Loads.

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