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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

accredDistrictExperience

address.city

address.street1

address.state

address.postalCode

authorizedExperience

birthDate

buildingExperience

checkDistribution

credentialID

degreeType

deleted (Concealed)

districtExperience

eCEQualification

eligibleForRetirement

emailDirectDeposit

emisId

employeePhoto

gender

hireDate

homePhone

lastEvaluation

lastPaid

legalName.firstName

legalName.lastName

legalName.middleName

legalname.suffix

longTermIllness

maritalStatus

middleName

militaryExperience

name.firstName

name.lastName

name.middleName

name.suffix

newHireReportedODJFS

nextEvaluation

non-CertificateEmployeeID

non-OhioPrivateExperience

non-OhioPublicExpericence

odjfsHireDate

odjfsReportable

ohioPrivateExperience

ohioPublicExperience

osdiCode

otherCredentials

otherEmail

partTime

employee.customFields.payrollCode1.value

employee.customFields.payrollCode2.value

employee.customFields.payrollDate1.value

employee.customFields.payrollDate2.value

employee.customFields.payrollText1.value

primaryEmail

primaryRace

purchasedExperience

race.americanIndianAlaskaNative

race.asian

race.black

race.hispanicLatinoOption

race.nativeHawaiianPacificIslander

race.white

reportToEmis

retireSystemExperience

secondaryEmail

semesterHours

spouseFirstName

ssn

subDays

terminationDate

totalExperience

tradeExperience

workPhone

Position

number

employee.number

appointmentType

assignmentArea

buildingCode

buildingIRN

compensations.calendarDate.startDate

compensations.calendarDate.stopDate

compensations.contractAmount

compensations.contractDaysWorked

compensations.contractObligation

compensations.contractType

compensations.contractWorkDays

compensations.dateRange.startDate

compensations.dateRange.stopDate

compensations.description

compensations.hoursInDay

compensations.jobCalendar.type

compensations.jobCalendar.description

compensations.label

compensations.payPerPeriod

compensations.payPerPeriodManualCalculationMode

contractAmount

contractWorkDays

eligibleForPersonalLeave

eligibleForSickLeave

eligibleForVacationLeave

experienceCurrentClass

extendedService

fullTimeEquivalence

fundingSourceCode1

fundingSourceCode2

fundingSourceCode3

highGrade

highQualityProfessionalDevelopment

hireDate

hoursInTheDay

isSupplemental

jobStatus

lowGrade

paraprofessional

paraprofessionalHireDate

percent1

percent2

percent3

positionCode

positionDescription

positionStatus

positionType

raiseDate

reportableToEmis

retirementCode

separationDate

separationReason

specialEducationFullTimeEquivalence

startDate

stateReportingAppointmentType

stopDate

supervisor

terminationDate

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

abbrev

achSource

annuityType

cca

ccaDescription

certifiedObj

city

classifiedObj

designatedRoth

employerHealthCoverage

jobLevel

medicarePickup

name

nonWages125

osdiCode

otherObject

payee

paymentCycle

postalCode

printEmployerAmount

rita

ritaDescription

reportToCCA

required

showOnCreateWizard

state

stateId

street1

suppressSsnId

taxEmployerAmounts

taxEntityCode

taxNonCashEarn

voluntary

w2abbrev

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

accountNumber

achConfiguration

  • achAccountNumber
  • achDirectDeposit
  • achRouteNumber
  • achXrefCode

additionalWithHolding

advanceErrorAdjustment

deductionType

effectiveRetirmentDate

employeeDeductMaxAmount

  • deductMaxStartDate
  • maxAmount
  • specificDate

employerDeductMaxAmount

  • deductMaxStartDate
  • maxAmount
  • specificDate

employerErrorAdjustments

  • amount
  • date
  • datePaid
  • description
  • id
  • paid

employmentComplianceWithORC3307

  • 353

employmentUnderORC3307

  • 353

employerRate

errorAdjustments

  • amount
  • date
  • datePaid
  • description
  • id
  • paid

fullOrPartTimer

increasedCompensation

lastModifiedDate

maritalStatus

newEmployee

numberOfExpemptions

ohioRetirementSystem

osdiCode

payCycle

pensionPlan

percentOfGross

rate

rateType

rehiredDate

rehiredRetiree

specificDate

startDate

StopDate

surchargeExempt

type

typeOfBenefit


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

appliedToBalance

appointmentType

dayOfWeek

id (Compensation)

payDate

subCategory

substituteFor

type

usasPostingIndicator

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

advancedUnitsUsed

balance

currentServiceHours

employee.name.lastName

employee.name.firstName

leaveUnit

maxAdvanceLeave

maxLeaveAmount

number

personalLeaveAccum

resetValue

serviceHoursAccumulator

Pay AccountCurrently not implemented

Date Master

Date Text Field Definition

Example of Date Text Field.CSV file:

name

propertyName

appliesTo (AppliesTo 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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