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general:business:overview_guide:humanresources_pmis_process_importing_distribution_data
ASCENDER - Position Management: Import Distribution Data Checklist
The purpose of this document is to guide you through the necessary steps to import distribution data to Position Management.
This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the ASCENDER Business Overview guide.
Note: Positions must be loaded prior to uploading distributions.
| Step | |
|---|---|
| ❏ | In the current year payroll, use the Payroll > Reports > User Created Reports page to generate a user-created report. Reference this image for a list of fields to select and click Create Report. Use the filter to exclude pay type 4 (substitutes) employees. Save the report as an Excel file. |
| ❏ | Download and save a copy of the Import PMIS Distribution Records Template. |
| ❏ | Copy and paste columns from the most current spreadsheet to the Import PMIS Distribution Records Template. TIP: Be sure to paste the values in order to correctly copy the formulas. Manually complete all applicable blank fields. Distribution Sequencing is required if the distribution record has more than one account code. Indicate matching position number and billet with multiple sequence numbers. Note: Extra duties should be removed from the original upload file. If extra duties are removed, the primary job distribution percentages must be updated to reflect 100%. |
| ❏ | Delete the first and last name columns. The file can only contain the information that is being imported. |
| ❏ | If using the above template, skip this step. Use this information as a reference if you need to restore column formatting. Prior to uploading the file, some column formatting changes must be done to reflect leading zeros. After deleting the first and last name columns, format the following columns: Column C - The billet must be five characters. Column E - Distribution Sequence – If an employee has more than one line of distribution data, this field should be numbered consecutively beginning with 1 and must be three characters. Column G - The Job Code must be four characters. If your job codes are less than four characters, the Job Code column may have to be reformatted. Column M - THe Sub Object must be two characters. Column N - The Organization must be three characters. Column R - THe Project Detail must be two characters. Column T - The Account Percent must be eight characters (five digits to the right of the decimal). Excel formatting instructions |
| ❏ | Delete the headers on the first row. Save the file again with a new name. For example, PMIS Distributions Load 1. |
| ❏ | In the current year PMIS, upload the file on the Position Management > Utilities > Import Position Records page. Select Distribution Records. Click Choose File and select the PMIS Distributions Load 1.csv file and click Execute. Review the error report and make changes as necessary and import the file again until there are no errors and the file is successfully uploaded. |
| ❏ | Repeat the above steps for supplement positions; however, name the files accordingly. For example, save the file as PMIS Supplement Distributions instead of Distributions. The supplements should be uploaded in a separate file from the regular distributions. |
general/business/overview_guide/humanresources_pmis_process_importing_distribution_data.txt · Last modified: 2022/06/29 15:45 by emoreno