Does not apply to the Position budget detail
To load jobs assignment details to employees:
Identify the member and entry names associated with employee and job-related Smart Lists. See Frequently Used Public Sector Planning and Budgeting Smart Lists.
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.
Copy and paste this code into the file:
Budget Item,Data Load Cube Name,Point-of-View,Job Code Level,Job Description,Job Code Start Date,Job Code End Date,Adjustment Date,Default Weekly Hours,Union Code,Location Code,Salary Basis,Employee Number,Employee Name,Hire Date,FT/PT,Employee Type,Pay Type
Unspecified Budget Item,HCP,"BegBalance,Local,JobCode1,Budget,Stage 1,Entity1,No Year,Unspecified Element,Employee1",Customize the data in the Point-of-View column. For example, replace Employee1 with the employee to whose job you are loading assignment details, and JobCode1 with the number of the job.
Specify job data such as name, type, start date, and location.
Example: You want to load a Facilities Coordinator job that starts January 1, 2011 and assign Claire Fisher (employee ID E133) as a temporary, exempt, and part-time employee hired on January 1, 2011. The job is in Frankfurt Germany, has an annual based salary, and requires a 30 hour week. To load this job and assignment data, specify:
Unspecified Budget Item,HCP,"BegBalance,Local,JobCode1,Budget,Stage 1,Entity1,No Year,Unspecified Element,Employee1", J1,Facilities Coordinator, 01-01-2011,,,30,,,Annual,E133,Fisher_Claire,01-01-1999,FullTime,Regular,Exempt
Perform a test run of the file. See Testing Load Files.
In the application, ensure that the correct job assignments loaded. See Verifying Data Loads.
After confirming that the file loads data correctly, run it in production. See Running Load Files .