Enables you to load bought and sold entitlement transactions, and entitlement adjustments from a spreadsheet, which has been saved as a comma-separated values (CSV) file. You can upload the CSV file without updating the database to validate the file first, if required.

Note: Entitlement adjustments can only be loaded once for each employee, absence type and post combination. This option should be used to load historic entitlement balances as of the system start date.

The CSV file must be structured using row and column keywords to map columns to entitlement data fields.

Click to view an example spreadsheet.
Employee Name Start Date Adjustment Units in Days Post ID Absence Type

<DEFN>

<EMPID>

<DATA>


<SDATE>


<DAYS>


<POSTID>


<ABSTYPE>
1000005 A Smith 01/08/2008 2 ADMIN1 HOL
1000007 P Jones 10/08/2008 1.5 EMPLOYEE SICK
<EOD>

Selection

File On Server

Select this check box if the CSV file you want to load is located on the server or leave blank if the file is on your local PC.

CSV File Name

Enter the name of the CSV file, or click window to display either a file upload window or Select Server File (depending on the file source) where you can browse for the required CSV file.

Process Options

Cut-Off Date

Enter a date if you would like to prevent entitlement details being loaded for employees who have left before this date.

Transaction Type

Enter one of the following to specify the transaction type of the entitlement data you are loading: A (Adjustment), B (Buy) or S (Sell).

Report Only

Enter Y to validate the file without updating the database and generate a report detailing the number of records validated, total successes and total errors.

Click Continue to load the CSV file, and update the database or validate the file as indicated.

Once you have uploaded entitlement balances, you should run the bulk update for the current year via Bulk Create Absence Entitlement to create the employee’s entitlement record.

MD480S55