Loading Position Information

  To load position data:

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

   Table 30. Position Data Smart Lists

   Smart List	Associated Member Names	Entry Names
   Position_Type	Position Type	Contract, temporary, and so on
   Job_Class	Job	job_1, job_2 and so on
   Location_Code	Location Code	location_1, location_2 and so on
   Union_Code	Union Code	union_1, union_2, and so on
   Salary_Basis	Salary Basis	Monthly, weekly, 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,Position Number,Position Name,Position Type,Job,Position Start Date,Position End Date,Adjustment Date,Default Weekly Hours,
   Union Code,Location Code,Annual Salary Spread

4. In the Point-of-View column, replace the placeholders such as Entity1, Position1, and Budget with the name of the position you are loading, the cost center or department with which it is associated, and the budget stage to which to load the position.

5. In the appropriate columns, specify position data such as their name, number, type, start date, and if compensation element values can be overridden.

   Example: You want to load a vacant Facility Manager (Fac_Mngr) position that has the ID of P12. You want to associate the position with the Facility Coordinator (Faclty_Cor) job. The position requires a 35 hours week. You want to load these items to the Yorkville Municipal Library (Yorkville_Lib), activate and start them on December 1, 2012, and enable cost enter managers to apply compensation changes to the position starting July 1, 2012. To load this data, specify:

   Budget Item,Data Load Cube Name,Point-of-View,Position Number,Position Name,Position Type,Job,Position Start Date,Position End Date,Adjustment Date,Default Weekly Hours,Union Code,Location Code,Annual Salary Spread
   Unspecified Budget Item,HCP,"BegBalance,Local,Fac_Mngr,Budget,Stage 1,Yorkville_Lib,No Year,Unspecified Element,Vacancy",P12,"Facility Manager",Single_Incumbent,
   Faclty_Cor,12-01-2012,,07-01-2012,35,,Yorkville,Average
   

6. Save the file in CSV format.

7. Perform a test run of the CSV file to ensure that source positions load and display correctly. See Testing Load Files and Verifying Data Loads.

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