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personnel:utilities:massupdate:employee

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personnel:utilities:massupdate:employee [2021/05/21 18:47] – emorenopersonnel:utilities:massupdate:employee [2022/06/06 13:05] (current) – emoreno
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 ====Mass update employee data:==== ====Mass update employee data:====
  
-VCV Under **Parameters**, select the appropriate parameters for the employees whose employee data is to be changed. +VCV Under **Parameters**, select the appropriate parameters for the employees whose employee data is to be updated. 
  
 <div indent> <div indent>
-**TIP**: Prior to processing a mass update, capture a screenshot of the used parameters for future reference. +**TIP**: Prior to processing a mass update, capture a screenshot of the parameters used for future reference. 
 </div> </div>
 \\ \\
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-^Extract ID| Select to tag employee records for a batch process (e.g., copy or extract), or leave blank to not use the Extract ID function. To the right of Extract ID, type a three-character, locally assigned code (e.g., En1 = English 1, AL2 = Algebra 2, HI4 = History 4) for grouping employees. Each employee must have the extract ID set in the Employment Info page before he can be selected using this function.|+^Extract ID|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a locally assigned extract ID used for grouping employees. The ID is used to tag employee records for a batch process (e.g., copy or extract). Each employee must have the Extract ID set in the Employment Info tab before they can be selected using this function.|
 ^Unemployment Eligibility (ICESA Report)| Select to reset all Unemployment Eligibility Quarters in the Employment Info maintenance tab, or leave blank to not reset by unemployment eligibility. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of Unemployment Eligibility and select the employee's unemployment eligibility. The system is set to //Yes//.| ^Unemployment Eligibility (ICESA Report)| Select to reset all Unemployment Eligibility Quarters in the Employment Info maintenance tab, or leave blank to not reset by unemployment eligibility. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of Unemployment Eligibility and select the employee's unemployment eligibility. The system is set to //Yes//.|
 ^Take Retiree Surcharge| Select to reset the TRS retiree surcharge field. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of **Take Retiree Surcharge**, and then select //Yes// or //No//. When this option is selected, the system is set to //Yes//.| ^Take Retiree Surcharge| Select to reset the TRS retiree surcharge field. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of **Take Retiree Surcharge**, and then select //Yes// or //No//. When this option is selected, the system is set to //Yes//.|
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 ^Employment Type|Select to reset the employee's employment type, or leave blank to not reset the employment type. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} in the field to the right of Employment Type and select one of the following codes:\\  \\  F - Half-Time or more\\  M - Temporary\\  P - Less than Half-Time\\  S - Substitute| ^Employment Type|Select to reset the employee's employment type, or leave blank to not reset the employment type. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} in the field to the right of Employment Type and select one of the following codes:\\  \\  F - Half-Time or more\\  M - Temporary\\  P - Less than Half-Time\\  S - Substitute|
 ^Retiree Employment Type|Select to reset the retired employee's retiree employment type, or leave blank to not reset the retiree employment type. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} in the field to the right of **Retiree Employment Type** and select one of the following codes:\\  \\  C - Combination of Substitute and Half-Time or less\\  F - Full-Time\\  H - Half-Time or less\\  S - Substitute| ^Retiree Employment Type|Select to reset the retired employee's retiree employment type, or leave blank to not reset the retiree employment type. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} in the field to the right of **Retiree Employment Type** and select one of the following codes:\\  \\  C - Combination of Substitute and Half-Time or less\\  F - Full-Time\\  H - Half-Time or less\\  S - Substitute|
 +^Creditable Year of Service|Select to reset the employee's creditable year of service. If the field is selected, click {{:images:dropdown.gif|Drop-down Arrow}} to the right of **Creditable Year of Service** and select //Yes// or //No//. When this option is selected, the system is set to //Yes//.  |
  
    
-VCV Under **Increment**, select the employee data to increment:+VCV Under **Update Experience**, select the employee experience to update: 
 + 
 +  * Select **Increment** to increase the selected years of experience by one. 
 +  * Select **Decrement** to decrease the selected years of experience by one. 
  
-<div indent> 
-**WARNING**: Data should only be incremented one time.  
-</div> 
 \\ \\
-^Total (Prof) Experience|Select to increment total professional experience by one, or leave blank to not increment total professional experience by one.\\  \\  If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are incremented by one.\\  \\  If you select this field, and the** Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| +^Total (Prof) Experience|Select to update the total years of professional experience.\\  \\  If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are updated.\\  \\  If you select this field and the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| 
-^District (Prof) Experience|Select to increment district professional experience by one, or leave blank to not increment district professional experience by one.\\  \\   If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are incremented by one.\\  \\  If you select this field, and the **Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is equal to or less than the date entered in the **If Employment Date <** field, and then the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| +^District (Prof) Experience|Select to update the total years of professional experience in a district.\\  \\   If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are updated.\\  \\  If you select this field and the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| 
-^Total (Non-Prof) Experience|Select to increment total nonprofessional experience by one, or leave blank not to increment total nonprofessional experience by one.\\  \\  If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are incremented by one.\\  \\  If you select this field, and the **Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| +^Total (Non-Prof) Experience|Select to update the total years of non-professional experience.\\  \\  If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are updated.\\  \\  If you select this field and the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| 
-^District (Non-Prof) Experience| Select to increment district non-professional experience by one, or leave blank to not increment district non-professional by one.\\  \\  If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are incremented by one.\\  \\  If you select this field, and the **Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Employee Info tab is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.|+^District (Non-Prof) Experience|Select to update the total years of non-professional experience in a district.\\  \\  If you select this field and leave the **If Employment Date <** field blank, all employees who met the original selection parameters are updated.\\  \\  If you select this field and the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.| 
 +^Prior Teaching Experience| Select to update the number of years of prior teaching experience.\\  \\  If you select this field and leave the **If Employment Date < ** field blank, all employees who met the original selection parameters are updated. \\  \\  If you select this field and the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is equal to or less than the date entered in the **If Employment Date <** field, the employee data is updated. If the **Original Emp Date** or **Latest Re-employ Date** field on the Personnel > Maintenance > Employment Info page is greater than the date entered in the **If Employment Date <** field, the employee data is not updated.\\  \\  In the **Job Code** field, click {{:images:ascender_picklist.jpg|Ellipsis Icon}} to select specific job codes where the prior teaching experience should be updated.\\  \\  The employees who match the selected parameters and the selected job codes will have their prior teaching experience updated. If an employee has multiple jobs included in the job code selection, their employment record is only updated once. |
  
 VCV Under **Modify**, select the employee data to modify: VCV Under **Modify**, select the employee data to modify:
personnel/utilities/massupdate/employee.1621622875.txt.gz · Last modified: 2021/05/21 13:47 (external edit)

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