Enables you to upload post details and employee post holding details from spreadsheets saved in CSV format. You can only upload details for existing post and post holding records, since this process does not create new records.

The CSV files must be structured as specified in Post Details File and Post Holding File.

It is recommended that you use a spreadsheet application such as Microsoft® Excel to create the CSV files. Enter each field entry in a new column, leaving the column blank if the field is not required.

Note: You cannot use a comma within the individual fields as a comma is used as the field delimiter. For example, you cannot use a comma within the hour fields to distinguish between hours and minutes.

Click to view the assumptions made when processing the records.
  • If an imported record overlaps an existing record and contains the same details, the existing record is closed the day before the imported effective date, and a new record is created.
  • If an imported record has an effective date before the post start date and it does not clash with an existing record, the effective date of the imported record is set to the post start date.
  • If a contract hours record is imported which does not contain a grade update record, a grade record is automatically created. The existing grade record is closed the day prior to the contract hours start date. A new grade line is created using the same start date as the contract hours start date. The grade, reason, spinal point, override date, override reason, override step and carry forward flag are all copied from the relevant grade record. However, if the override date is prior to the new grade record start date, the override date, override reason, override step and carry forward flag are all left blank.
  • If a grade change has been imported, all grade related pay elements for the specified post holding record, active as of the post holding effective date, are closed using the day prior to the post holding effective date. New pay element records are created using the post holding effective date as the start date. End dates may also be added to these records, if historical updates are being processed, or if the current pay elements have future end dates specified.
  • Back pay triggers are created if grade related backpay triggers are enabled, and an imported grade change occurs on the date prior to the current pay period.
  • If an employee’s service condition, contract hours or position status have been updated by imported records, the holiday entitlement recalculation is automatically run, if required.

Pay Framework Upload

Post Details on Server?

Select this check box if the post details file is on the server.

On Client?

Select this check box if the post details file is on the client pc. A file upload window is displayed when you click COMMIT where you can select the file to upload.

Post Details File

Only displayed if you have selected the Post Details on Server check box. Click window to display Select File, where you can browse for the file containing the post details that you want to upload.

Post Holding on Server?

Select this check box if the post holding file is on the server.

On Client?

Select this check box if the post holding file is on the client pc. A file upload window is displayed when you click COMMIT where you can select the file to upload.

Post Holding File

Only displayed if you have selected the Post Details on Server check box. Click window to display Select File, where you can browse for the file containing the post holding details that you want to upload.

Note: It is recommended that you validate the files before uploading. Any errors encountered prevent those details being uploaded, however this may mean only partial records are uploaded. For example, a record may contain a valid position status change, but an invalid service conditions record. The position status details will be updated, whereas the service condition will be reported as an error.

Update and Report

Select this check box if you want to validate the files and upload the information into ResourceLink.

Validation Report Only

Select this check box if you want to validate the files only.

Click commit to upload / validate the selected files. A dialog box is displayed detailing how many records were processed, including the number of updated records and errors. If there are errors, a report is displayed detailing the errors encountered.

Note: If one of the selected files already exists in the default data directory on the ResourceLink server, you are prompted if you want to overwrite the file. You should be careful about overwriting a file to prevent the loss of data.

MD134S1 | MD134S6