Examples of Loading Assignment Notes in Redwood Update Employment Processes
You can use HCM Data Loader (HDL) to attach notes using the Notes field on the Assignment business object.
The following example shows how to add or update notes on existing assignment records.
METADATA|WorkTerms|PeriodOfServiceId|AssignmentId|EffectiveStartDate|EffectiveEndDate|EffectiveLatestChange|EffectiveSequence|ActionCode
MERGE|WorkTerms|300100612746004|300100612746005|2024/06/01|2024/09/30|Y|1|PROMOTION
MERGE|WorkTerms|300100612746004|300100612746005|2024/10/01|2024/10/01|N|1|ASG_CHANGE
MERGE|WorkTerms|300100612746004|300100612746005|2024/10/01|2024/10/01|N|2|PROMOTION
MERGE|WorkTerms|300100612746004|300100612746005|2024/10/01|4712/12/31|Y|3|TRANSFER
METADATA|Assignment|AssignmentId|WorkTermsAssignmentId|EffectiveStartDate|EffectiveEndDate|EffectiveLatestChange|EffectiveSequence|ActionCode|Notes
MERGE|Assignment|300100612746010|300100612746005|2024/06/01|2024/09/30|Y|1|PROMOTION|June note
MERGE|Assignment|300100612746010|300100612746005|2024/10/01|2024/10/01|N|1|ASG_CHANGE|October note 1
MERGE|Assignment|300100612746010|300100612746005|2024/10/01|2024/10/01|N|2|PROMOTION|October note 2
MERGE|Assignment|300100612746010|300100612746005|2024/10/01|4712/12/31|Y|3|TRANSFER|October note 3
A point to note is that HDL doesn't support the Notes field on any other business object. But, as long as the HDL operation includes an assignment record row, you can attach notes there instead as shown in the following examples.
Terminating a Work Relationship
To terminate all assignments for a work relationship, you can load the Work Relationship component with the TerminateWorkRelationshipFlag attribute set to Y but since the Assignment component can’t be included in the same dat file, you can’t annotate that termination. In such case, you can update each assignment to be inactive from the day after the termination date and add a note to the assignment records.
This example terminates an employee on October 15 and notes are added for hiring and resignation.
METADATA|WorkRelationship|PeriodOfServiceId|PersonId|ActualTerminationDate|ActionCode|LegalEmployerName
MERGE|WorkRelationship|300100626070182|300100626070178|2024/10/15|RESIGNATION|Vision Corporation
METADATA|WorkTerms|AssignmentId|PeriodOfServiceId|EffectiveStartDate|EffectiveEndDate|EffectiveLatestChange|EffectiveSequence|ActionCode|AssignmentStatusTypeCode
MERGE|WorkTerms|300100626070183|300100626070182|2024/01/01|2024/10/15|N|1|HIRE|
MERGE|WorkTerms|300100626070183|300100626070182|2024/10/16|4712/12/31|Y|1|RESIGNATION|INACTIVE_PROCESS
METADATA|Assignment|AssignmentId|WorkTermsAssignmentId|EffectiveStartDate|EffectiveEndDate|EffectiveLatestChange|EffectiveSequence|PrimaryAssignmentFlag|ActionCode|AssignmentStatusTypeCode|Notes
MERGE|Assignment|300100626070188|300100626070183|2024/01/01|2024/10/15|N|1|N|HIRE||Some notes about hiring
MERGE|Assignment|300100626070188|300100626070183|2024/10/16|4712/12/31|Y|1|Y|RESIGNATION|INACTIVE_PROCESS|Notes for the resignation
Editing a Work Relationship
You can make changes to a work relationship and then annotate the changes. If HDL supports including the Assignment component with the Work Relationship change, you can annotate the change indirectly using the Assignment component. For example, if there’s a single work relationship with a single associated assignment record when the employee was hired and a note already existed on hiring. Now, you are updating the military service flag for the work relationship record using HDL.
In this example, the note is added to the existing HIRE assignment record and the Notes field includes the original HIRE record note text and the new text.
METADATA|WorkRelationship|PeriodOfServiceId|PersonId|LegalEmployerName|OnMilitaryServiceFlag
MERGE|WorkRelationship|300100616005193|300100616005187|Vision Corporation|Y
METADATA|WorkTerms|AssignmentId|PeriodOfServiceId|EffectiveStartDate|EffectiveEndDate|EffectiveLatestChange|EffectiveSequence|ActionCode
MERGE|WorkTerms|300100616005194|300100616005193|2023/01/01|4712/12/31|Y|1|HIRE
METADATA|Assignment|AssignmentId|WorkTermsAssignmentId|EffectiveStartDate|EffectiveEndDate|EffectiveLatestChange|EffectiveSequence|ActionCode|Notes
MERGE|Assignment|300100616005199|300100616005194|2023/01/01|4712/12/31|Y|1|HIRE|Original notes from Hire. The military service flag was also updated.
You can create and update the assignment notes but can't delete them using HDL. But, you can change the note content to null.