Page tree
Skip to end of metadata
Go to start of metadata

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 Creator  option under Reports can be used to create a report containing current data. Example-Payroll Items-you are wanting to create a file to use for loading a new rate. (If need more help with creating Detail Reports, Click 'Custom Report Creator')  The Custom Report Creator can be used to create a file with the appropriate headers that are required to be used when processing Mass Load to import data. To do so, Select the Object you wish to import. Once the object is selected, choose the Identifying fields under the appropriate Properties that will be needed to make the changes desired. (Below are lists of header definitions for each Object)

Once you have selected the correct identifying fields (view table below), desired.

The detail report writer will also allow you to select and filter current identifying fields under the Configure Filters tab.

The  Generate Report tab allows you to create the report.

Under the Format option Select the Excel-FieldNames. Enter in a file name and click generate report. This will create an Excel file you can now edit and then Save As a csv file and then can be used to import data using the Utilities/Mass Load option.

Example of Excel-FieldNames:


Using the Mass Load Feature


Go to Utilities and Select Mass Load


  • USPS Load File-Click  and locate the file you wish to load. The USPS Load File can  be an import file supplied by a third party software as well as a custom created report.  The file must be in comma separated values (CSV) format.
  • Importable Entities-Select from the drop down  the Entity you wish to load the data into.
  • Click 



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 and Optional 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

NonContractCompensation

id

position.number

position.employee.number

payUnit

  • Daily
  • Hourly

supplementalTaxOption

  • None
  • ApplyAnnuitiesToSupplemental
  • ApplyAnnuititesToRegular

payPlan

  • Biweekly
  • Semimonthly
  • Monthly

jobCalendar.archived

jobCalendar.description

jobCalendar.id

jobCalendar.type

calendarDate.startDate

calendarDate.stopDate

dateRange.startDate (compensation)

dateRange.stopDate (compensation)

description

hoursInDay

label

position.employee.name.lastName

position.employee.name.firstName

position.jobStatus

customFields.localContractCode.value

position.positionDescription

unitAmount

customFields.reportableToEMIS.value

retirementHours

strsAdvance

type



AdjustmentJournal

Keep in mind if the adjustment should apply to a specific payroll item you will need to supply the Payroll Item Code and Position Number(if position level payroll item) to correctly create adjustments

Adjustments can only be created via mass load. You will not be able to update existing adjustments via mass load.

employee.number

payrollItem.code

amount

transactionDate

type - The Type column must contain one of the following values:

    • HealthInsurance
    • MovingExpense
    • TaxableBenefits
    • FringeBenefits
    • LifeInsurance
    • AdoptionAssistance
    • DependentCare
    • ThirdPartyPay
    • VehicleLease
    • TotalGross
    • TaxableGross
    • AmountWithheld
    • ApplicableAnnuities
    • BoardAmount
    • EarnedIncomeCredit
    • AdditionalWithholding
    • RehiredRetireeBoardAmount
    • RehiredRetireeAmountWithheld
    • RehiredRetireeGross
    • OdjfsGross
    • OdjfsWeeks
    • SersRetirementDays
    • SersRetirementHours
    • StrsRetirementDays
    • StrsRetirementHours
    • EmisAttendance
    • EmisAbsence
    • BoardPickupAmount
    • AdvancedSickLeave


employee.name.firstName

employee.name.lastName

payrollItem.position.number

description

payrollItem.type

Employee


























































Custom Date Field

number









































































Custom Date Example-testingDate

customFields.accredDistrictExperience.value

address.city

address.street1

address.street2

address.state

address.postalCode

address.foreignAddress

address.province

address.country

customFields.authorizedExperience.value

birthDate

customFields.buildingExperience.value

checkDistribution

customFields.credentialID.value

customFields.degreeType.value

deleted (Concealed)

customFields.districtExperience.value

customFields.ECEQualification.value

eligibleForRetirement

emailDirectDeposit

customFields.emisId.value

employeePhoto

gender

customFields.handicapStatus.value

hireDate

customFields.homePhone.value

customFields.homePhoneUnlisted.value

customFields.lastEvaluation.value

lastPaid

legalName.firstName

legalName.lastName

legalName.middleName

legalname.suffix

customFields.longTermIllness.value

maritalStatus

middleName

customFields.militaryExperience.value

name.firstName

name.lastName

name.middleName

name.suffix

newHireReportedODJFS

customFields.nextEvaluation.value

non-CertificateEmployeeID

customFields.nonOhioPrivateExperience.value

customFields.nonOhioPublicExperience.value

odjfsHireDate

odjfsReportable

customFields.ohioPrivateExperience.value

customFields.ohioPublicExperience.value

osdiCode

customFields.otherCredentials.value

customFields.otherEmail.value

partTime

employee.customFields.payrollCode1.value

employee.customFields.payrollCode2.value

employee.customFields.payrollDate1.value

employee.customFields.payrollDate2.value

employee.customFields.payrollText1.value

customFields.principalExperience.value

customFields.primaryEmail.value

customFields.primaryRace.value

customFields.purchasedExperience.value

race.americanIndianAlaskaNative

race.asian

race.black

race.hispanicLatinoOption

race.nativeHawaiianPacificIslander

race.white

reportToEmis

customFields.retireSystemExperience.value

customFields.secondaryEmail.value

customFields.semesterHours.value

spouseFirstName

ssn

subDays

terminationDate

customFields.testingDate.value

customFields.totalExperience.value

customFields.tradeExperience.value

customFields.workPhone.value


Position

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

positionDate.startDate

stateReportingAppointmentType

positionDate.stopDate

supervisor

terminationDate

Payroll Item Configuration

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

Payroll Item

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

employee.lastPaid

employeeDeductMaxAmount

  • employeeDeductMaxAmount.deductMaxStartDate
  • employeeDeductMaxAmount.maxAmount
  • employeeDeductMaxAmount.specificDate

employerDeductMaxAmount

  • employerDeductMaxAmount.deductMaxStartDate
  • employerDeductMaxAmount.maxAmount
  • employerDeductMaxAmount.specificDate

employerErrorAdjustments

  • errorAdjustments.amount
  • errorAdjustments.date
  • errorAdjustments.datePaid
  • errorAdjustments.description
  • errorAdjustments.id
  • errorAdjustments.paid

employmentComplianceWithORC3307353

employmentUnderORC3307353

employerRate

errorAdjustments

  • errorAdjustments.amount
  • errorAdjustments.date
  • errorAdjustments.datePaid
  • errorAdjustments.description
  • errorAdjustments.id
  • errorAdjustments.paid

fullOrPartTime

increasedCompensation

lastModifiedDate

maritalStatus

newEmployee

numberOfExpemptions

ohioRetirementSystem

osdiCode

payCycle

pensionPlan

percentOfGross

position.number - only needed if payroll item is deduction by job

rate

rateType

rehiredDate

rehiredRetiree

specificDate

activeDateRange.startDate (not specific on how date is entered)

activeDateRange.stopDate (not specific on how date is entered)

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

Leaves

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

Compensation Journals

Compensation

Headers that are required for compensation journal entry:

  • id - This is the Compensation's ID property
  • position.employee.name.lastName
  • position.employee.name.firstName
  • position.employee.number
  • position.number
  • amountPaid - Big Decimal formatted to 2 decimals
  • amountEarned - Big Decimal formatted to 2 decimals
  • amountDocked - Big Decimal formatted to 2 decimals
  • daysWorked - Big Decimal formatted to 2 decimals
  • description

Once the Excel spreadsheet has been created, you must manually add in all the following headers:

  • amountPaid
  • amountEarned
  • amountDocked
  • daysWorked
  • description

In the spreadsheet file, you need to manually enter in the amount fields, days Worked and description. The amount fields and days worked cannot be blank. Enter zeros if no amount is needed.

**NOTE**Once the spreadsheet file has been created and data has been filled in, go to Mass Load and select the CompensationJournal entity.


Pay Account

Currently not implemented

Date Master

Date Text Field Definition


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.








  • No labels