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The user must have both CREATE and UPDATE for a given entity in order to use mass load. To check or add, go to SYSTEM/ROLE.


The Mass Load program allows a district to import data into the USPS Redesign from an outside source. This may include, but is not limited to, Excel, Access, Lotus and other third party software's that have the option to export data in a CSV (Comma Separated Values) format. The Mass Load program reads the data, imports and validates it, then writes it to the USPS file structures, thus eliminating manual entry. This might be useful for a district converting to USPS or for a district processing mass updates to varying fields.

All possible field values are outlined in the Miscellaneous notes section, under the Mass Load Criteria. Any records with fields not meeting the USPS possible values validity checks are rejected. A message is written to the reports indicating what record included invalid data.

The CSV being read by the Mass Load options can include the fields in any order. The file must contain a header record which includes all the pre-defined field names (Req Column Desc) as the first record in the import file. The pre-defined field names are included in the Mass Load Criteria found in the Miscellaneous notes section of this chapter. The remaining records in the file represent the data values being loaded.

The Custom Report Writer (If need more help with creating Detail Reports, Click 'Custom Report Writer') can be used to create the header file for you. To do so, Select the Object you wish to import. Once the object is selected, add the 'Identifying Fields' necessary to import the object. (These will be the required headers needed to correctly import the records. This list can be found below.) 

Once you have selected the correct identifying fields (view table below), you can also Select Properties you want to import.

The detail report writer will also allow you to filter current records in the Configure Filters tab.

Last, select the Generate Report tab.

Select the Excel-FieldNames options, give the file a name and click generate report. This will create an Excel file you can now edit and export to CSV to load data into Mass Load:

 

  • USPS Load File - can import file supplied by a third party software.  Must be comma separated values (CSV).
  • Importable Entities - object to be imported.

MASS LOAD Criteria

Each Object to be imported, has to be created on a separate .CSV file. The Identifying Fields below have to entered exactly how they are written. For more Identifying fields, please use the Custom Report Writer to find the field names. 'Select Object' to open up the Property names and hover over the name with your mouse pointer: example. ('RegularItemConfig' Object - Employer Health Coverage identifying field would be employerHealthCoverage.


Object to be importedIdentifying fields that must be included in the fileOptional fields
Employee

number


Position

number

employee.number


Adopt Assistance Item Config

Annuity Item Config

Child Support Item Config

City Tax Item Config

Dependent Care Item Config

Employer Sers Item Config

Employer Strs Item Config

Federal Tax Item Config

Health Savings Account Item Config

Medical Saving Item Config

Medicare Tax Item Config

Ohio State Tax Item Config

Osdi Tax Item Config

Regular Item Config

Savings Bond Item Config

Sers Annuity Item Config

Sers Buy Back Annuity Item Config

Sers Item Config

Social Security Tax Item Config

State Tax Item Config

Strs Annuity Item Config

Strs Buy Back Annuity Item Config

Strs Item Config

code

Adopt Assistance Item

Annuity Item

Child Support Item

City Tax Item

Dependent Care Item

Employer Sers Item

Employer Strs Item

Federal Tax Item

Health Savings Account Item

Medical Saving Item

Medicare Tax Item

Ohio State Tax Item

Osdi Tax Item

Regular Item

Savings Bond Item

Sers Annuity Item

Sers Buy Back Annuity Item

Sers Item

Social Security Tax Item

State Tax Item

Strs Annuity Item

Strs Buy Back Annuity Item

Strs Item

configuration.code

employee.number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Absence

employee.number

activityDate

length

category

unit

Category options include:

Calamity

Dock

Holiday

JuryDuty

Military

Other

Personal

Professional

Sick

Unknown

Vacation


Unit options include:

Daily

Hourly

Weeks

None



Attendance

employee.number

activityDate

length

category

unit

 

Category options include:

Attendance

Substituting


Unit options include:

Daily

Hourly

Weeks

None


Sick Leave

Personal Leave

Vacation Leave

employee.number

type


Type Options include:

SICK

VACATION

PERSONAL

Due to how Leaves are being handled in redesign you will not be able to create new Leaves through Mass Load. The Employee must already have Leaves created through the normal Leaves UI. Mass load can only be used to update specific leave information.

accumPerMonth

accumulateBasedOnHours

currentServiceHours

employee.name.lastName

employee.name.firstName

leaveUnit

number

personalLeaveAccum

serviceHoursAccumulator

Pay AccountCurrently not implemented

Date Master

Date Text Field Definition

name

propertyName

appliesTo

Applies To must be org.ssdt_ohio.usps.model.employee.Employee

for each record


Date Detail

Select 'Employee' from the select box

number

customFields.testDate.date (Date to be imported)

customFields.testDate.dateText (Description)

 

In this example 'testDate' is the property name of the Date Detail to be loaded. This part of the header will be different for each Date. This can be found on the Date Codes view.

 

Multiple dates can be imported per employee per file as long as each date has the correct header.


Example of an Absence .CSV file:

 Example of an Attendance .CSV file:

 

 

 

 

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