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 imported||Identifying fields that must be included in the file||Optional fields|
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
Adopt Assistance 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
Savings Bond Item
Sers Annuity Item
Sers Buy Back Annuity Item
Social Security Tax Item
State Tax Item
Strs Annuity Item
Strs Buy Back Annuity Item
Category options include:
Unit options include:
Category options include:
Unit options include:
Type Options include:
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.
|Pay Account||Currently not implemented|
Date Text Field Definition
Applies To must be org.ssdt_ohio.usps.model.employee.Employee
for each record
Select 'Employee' from the select box
customFields.testDate.date (Date to be imported)
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: