Import Survey for Market Data

Surveys are market data from an individual supplier.

You can use the Create Import Template button on the Import Market Data page to invoke the HSDL.You can only load surveys and not manually add them. However, after you load them, you can modify editable columns like dates, and percentiles. You can use the HCM Data Loader to create survey records when you implement Market Data for the first time or provide regular updates.

Before you start

Here’s some things to consider before you begin.

• You need to have a supplier and a survey, with survey jobs and locations, before you import surveys. You can use existing compensation types.

• The Batch Name, Supplier Code, Survey Code, Survey Location Code, Survey Job Code, Compensation Type Code, and Industry fields are required.

• The industry column can’t be blank. It can be All, ALL, #NULL, or anything else.

Here's what to do

1. Create the market data workbook in the Compensation work area.
   1. On the Tasks panel tab under Market Data click Import Survey.
   2. On the Import Survey page, click Create Import Template to create the workbook.
2. Enter survey data.

   Add enough rows to accommodate your supplier's data. Copy the market data and paste them into cells with a white background. The workbook adds a symbol in the Changed field to mark the rows that you added. Reordering or removing columns in the import file causes the upload process to fail.

3. When you're done, click Upload. The application uploads only those rows that are marked as Changed. It ignores any changes in cells without a white background.
   Caution:

   Don't select the Upload and then immediately download option when prompted during an upload. The data that you uploaded immediately downloads back into the workbook, hiding any errors that occurred during the upload.

4. Validate changes.

   On the Import Survey page, search for and select the start date and record type, or other search criteria.

5. Resolve errors.

   The upload process automatically updates the Status cell in each workbook row. If there are errors that require review, the process:

   1. Rolls back the change in the application.

   2. Sets the workbook row status to Upload Failed

   3. Continues to the next workbook row

   To view and resolve an error:

   1. Double-click Update Failed in the Status field.

   2. Fix any data issues in the workbook.

   3. Upload the latest changes.

   New uploads to existing data make date-effective changes to the data.

   Use the Data Exchange work area under My Client Groups to see the upload. You see if the process completed successfully and learn about any error messages.