Loading Job Information

Applies only to the Employee budget detail

  To load jobs:

  1. Identify the member and entry names associated with job-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,Job Code Level,Job Description,FTE Capacity,Job Code Start Date,Job Code End Date,Salary Basis,Default Weekly Hours,
    Headcount
     Unspecified Budget Item,HCP,"BegBalance,Local,Unspecified Employee,Budget,Stage 1,Unspecified Entity,No Year,Unspecified Element,JobCode1",job,"Facilities Cordinator",40,01-01-2012,,Annual,40,40

  4. Customize the data in the Point-of-View column. For example, replace Unspecified Employee with the employee to which to assign a loaded job and JobCode1 with the number of the job to load.

  5. Specify job data such as name, start date, FTE capacity, salary basis, and default weekly hours.

    Example: You want to load two jobs: Facilities Coordinator with the job class J, and Facilities Director with job class M2. Both jobs start on January 1, 2012, have annually-based salaries, require a forty hour week, and a headcount of 40. To load these jobs, specify:

    Unspecified Budget Item,HCP,"BegBalance,Local,Unspecified Employee,Budget,Stage 1,Unspecified Entity,No Year,Unspecified Element,JobCode1",J1,"Facilities 
    Cordinator",40,01-01-2012,,Annual,40,40

Unspecified Budget Item,HCP,"BegBalance,Local,Unspecified Employee,Budget,Stage 1,Unspecified Entity,No Year,Unspecified Element,JobCode2",M2,"Facilities
    Director",40,01-01-2012,,Annual,40,40

  6. Save the file in CSV format.

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

  8. In the application, access the All Jobs tab of the Manage job details data form, and ensure that the jobs and their details loaded correctly. See Verifying Data Loads.

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

  10. Activate loaded jobs. See Activating Jobs.