Loading Position Salary Grade Information

Does not apply to the Employee budget detail

  To load salary grades to positions:

  1. Identify the member and entry names associated with position and salary-related Smart Lists. See Frequently Used Public Sector Planning and Budgeting Smart Lists.

  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,Grade Step,Option Value,Override Option Value,Option Start Date,Option End Date,Grade Salary Basis Input,Allow Value
     Change Input,Salary Grade Type Input
    <LINEITEM("Element Changes")>,HCP,"BegBalance,Local,Grade 1,Budget,Stage 1,Entity1,No Year,Vacancy,Position1",Step1,2000,3000,01-01-2010,12-31-2010,Annual,Yes,Grade_Step

  4. In the Point-of-View column, replace Position1, Budget, and Stage 1 with the positions to which to load salary grades, and the budget stage and version. You can also replace Entity1 with the cost center or department associated with the position.

    Note:

    For the Employee budget detail, replace Position with Job Code.

  5. Customize the second line of code to specify salary grade data such as the grade step to load, the grade step value, when to apply the grade step, and the position to which to apply the grade step.

    Example: You want to load a third grade step (S3) to the 2013 forecast budget for the New York Public School System (ny_ss). The salary grade rate has a static option value of $59,000 a year, applies to all New York city high school teachers (educaton_hs_snr) with 25 years seniority, is paid out once bimonthly, and is effective on August 28, 2013. To load the grade step, specify:

    Budget Item,Data Load Cube Name,Point-of-View,Grade Step,Option Value,Override Option Value,Option Start Date,Option End Date,Grade Salary Basis Input,
    Allow Value Change Input,Salary Grade Type Input
<LINEITEM("Element Changes")>,HCP,"BegBalance,Local,Grade 1,Budget,Stage 1,ny_ss,No Year,Vacancy,education_hs_snr",S3,59000,,09-28-2013,,Bi_Monthly,No,Grade_Step

  6. Save the file in CSV format.

  7. Perform a test run of the CSV file to ensure that it loads the correct salary information to positions. See Verifying Data Loads and Testing Load Files.

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