1. HCM Data Loading Business Objects
  2. Examples of Loading Progression Rules

Examples of Loading Progression Rules

Here are examples of how you can load Progression Rule objects using HCM Data Loader.

Create Progression Rules

Typically, you load progression rules for either each step of the progression grade ladder or each grade if your grades don't have steps. These examples show you how to load progression rules for the progression grade ladder, grade, and grade step. They include the attributes necessary to build the keys at each level and apply these rules:

  • When you load a rule for the progression grade ladder, set the SetCode, GradeId, and GradeStepId or GradeStepName attributes to #NULL.

  • When you load a rule for a particular grade, set the GradeStepId or GradeStepName attribute to #NULL.

  • When you load a rule for a step, supply values for all attributes.

Note: If your grades don't have steps, you need to remove the GradeStepId or GradeStepName attribute from your file.

Or, you can load the progression rules for each level separately. In this case, you include only the necessary key attributes. For example, when you load progression rules for only the progression grade ladder, you remove the SetCode, GradeId, and GradeStepId or GradeStepName attributes. Similarly, when you load progression rules for only the grades, you remove the GradeStepId or GradeStepName attribute.

Note: You can't reference the eligibility profiles using source keys.

This example ProgressionRule.dat file creates progression rules at each level using source keys. Existing eligibility profiles define the criteria for progression. 

METADATA|ProgressionRule|SourceSystemOwner|SourceSystemId|EffectiveStartDate|GradeLadderId(SourceSystemId)|SetCode|GradeId(SourceSystemId)|GradeStepId(SourceSystemId)|ProgressionRuleName
COMMENT Rule for Progression Grade Ladder
MERGE|ProgressionRule|VISION|GSP_ANALYSTS_PGL_RULE1|2000/02/15|GSP_ANALYSTS_PGL|#NULL|#NULL|#NULL|Active Employees
COMMENT Rule for Grade
MERGE|ProgressionRule|VISION|GSP_ANALYSTS_PGL_RULE_G1_1|2000/02/15|GSP_ANALYSTS_PGL|COMMON|ANALYST1_GR|#NULL|26 Weeks of Service
COMMENT Rules for Steps
MERGE|ProgressionRule|VISION|GSP_ANALYSTS_PGL_RULE_G1S1_1|2000/02/15|GSP_ANALYSTS_PGL|COMMON|ANALYST1_GR|ANALYST1_GRS1|Completed Training
MERGE|ProgressionRule|VISION|GSP_ANALYSTS_PGL_RULE_G1S1_2|2000/02/15|GSP_ANALYSTS_PGL|COMMON|ANALYST1_GR|ANALYST1_GRS1|Completed Training Level 2

This example ProgressionRule.dat file creates progression rules at each level using user keys. Existing eligibility profiles define the criteria for progression.

METADATA|ProgressionRule|GradeLadderName|SetCode|GradeCode|GradeStepName|ProgressionRuleName|EffectiveStartDate
COMMENT Rule for Progression Grade Ladder
MERGE|ProgressionRule|GSP Nurses|#NULL|#NULL|#NULL|Active Employees|2016/01/01
COMMENT Rules for Grade
MERGE|ProgressionRule|GSP Nurses|COMMON|NURSE_1|#NULL|26 Weeks of Service|2016/01/01
COMMENT Rules for Steps
MERGE|ProgressionRule|GSP Nurses|COMMON|NURSE_1|Step 1|Completed Training|2016/01/01
MERGE|ProgressionRule|GSP Nurses|COMMON|NURSE_1|Step 1|Completed Training Level 2|2016/01/01

Delete Progression Rules

You can delete a progression rule record using HCM Data Loader. Deleting a progression rule doesn't delete the linked eligibility profiles.

This example ProgressionRule.dat file deletes three progression rules, which it references by their source keys.

METADATA|ProgressionRule|SourceSystemOwner|SourceSystemId
COMMENT Delete Rule for Progression Grade Ladder
DELETE|ProgressionRule|VISION|GSP_ANALYSTS_PGL_RULE1
COMMENT Delete Rule for Grade
DELETE|ProgressionRule|VISION|GSP_ANALYSTS_PGL_RULE_G1_1
COMMENT Delete Rule for Step
DELETE|ProgressionRule|VISION|GSP_ANALYSTS_PGL_RULE_G1S1_1

This example ProgressionRule.dat file deletes three progression rules, which it references by their user keys. It also applies these rules because you delete progression rules at all levels:

  • When you delete a rule for the progression grade ladder, set the SetCode, GradeCode, and GradeStepName attributes to #NULL.

  • When you delete a rule for a grade, set the GradeStepName attribute to #NULL.

  • When you delete a rule for a step, supply values for all attributes.

  • If your grades don't have steps, remove the GradeStepName attribute from your file.

METADATA|ProgressionRule|GradeLadderName|SetCode|GradeCode|GradeStepName|ProgressionRuleName
COMMENT Delete Rule for Ladder
DELETE|ProgressionRule|GSP Nurses|#NULL|#NULL|#NULL|Active Employees
COMMENT Delete Rule for Grade 
DELETE|ProgressionRule|GSP Nurses|COMMON|NURSE_1|#NULL|26 Weeks of Service
COMMENT Delete Rule for Step
DELETE|ProgressionRule|GSP Nurses|COMMON|NURSE_1|Step 1|Completed Training

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