Loading Employee Salary Grade Information

Does not apply to the Position budget detail

  To load salary grades to employees:

  1. Identify the member and entry names associated with employee 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,Employee1,Position1",Step1,2000,3000,1-01-2010,12-31-2010,Annual,Yes,
    Grade_Step
<LINEITEM("Element Changes")>,HCP,"BegBalance,Local,Grade 1,Budget,Stage 1,Entity1,No Year,Employee1,Position1",Step1,3000,3500,01-01-2011,12-31-2011,Annual,Yes,
    Grade_Step

  4. In the Point-of-View column, make the required replacements. For example, replace Grade 1 with the salary grade to load and Employee1 with employee to whom to load the grade.

    Note:

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

  5. Specify salary grade data such as the grade step to load, the grade step value, whether the salary grade can be modified at the employee level, and when to apply the salary grade.

    Example: You want to load a new grade value (value_3) to an existing salary grade (grade_36) to apply to the budgets for James Williams, the State Park Security Patrol Recreation Facilitator (prk_sec_pat) in the department of Tourism (tourism). The salary is $46,000 a year, paid monthly, and can be increased by $4,000 on July 1, 2014. You want to apply the grade on January 1, 2013. To do so, 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 36,Budget,Stage 1,tourism,No Year,""James, William"",prk_sec_pa,",,46000,4000,01-01-2013,,Monthly,Yes,Value

  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 salaries loaded correctly to the employees specified.

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