The Run Control screen will appear.

4.  Under "Process Options," choose between "Report" and "Process and Report."  The report mode should be run first.

• The Report mode should be run first.  This mode allows the data to be processed without committing the data to the CAT.  It generates an output Excel (.xls) file that allows the data and any possible errors to be reviewed.

• Once the data has been reviewed and any errors in the data have been corrected, the Process and Report mode can be run.  This commits the data to the CAT and generates an output Excel (.xls) file for reference.

5.  The Fiscal Year should be automatically populated.

6.  Select the appropriate "Inbound File Upload Criteria"

• For File Type, select "Compensation Adjustment"
• For Business Unit, you can type in your Business Unit, or click the magnifying glass to search for the appropriate Business Unit.
• For File Description, enter "CAT_IPS plus the date.  (example:  CAT_IPS_20160101)

7.  Click the "Upload File" hyperlink next to the Attached File to browse for, select, and upload the CSV file from Step 1.

8.  Once the CSV file has uploaded, press the "Save" button at the bottom of the window.  The screen will appear the same and your Run Control parameters will be saved.

9.  Upload the IPS to the Compensation Admin Tool.

• Press "Run" at the top right of the window.

10.  The Process Scheduler Request screen will be displayed.  Press OK to continue.

11.  You will have returned to your previous window.  Press "Process Monitor" at the top right of the window.

12.  The new window will indicate the status of your file upload.  When the file is finished uploading, the Run Status will equal "Success" and the Distribution Status will be equal to "Posted."

• If the Run Status is "queued," it indicates that the file is waiting to be uploaded.
• Click the Refresh button at the top right of the window to refresh the status of the document.

13.  Once the Run Status is equal to "Success," you can download the output.

• Click the "Details" hyperlink

• Click on the "View Log/Trace" hyperlink at the bottom right of the window.

• Under File List, click the file with the Excel extension (.xls) to download the output.

• When opening the file, if an error message appears indicating that "The file you are trying to open....is in a different format than specified by the file extension," click "Yes."

14.  Review the output file.

• Open the downloaded Excel file.
  • An example of the output file is displayed below.
  • A description of the different Header Fields is displayed in the "Output Header Fields" table below.
• The file will contain Error, Warning, and Successful sections.
  • Review the Error and Warning section of the output.  Use the ERRORMSG column to diagnose the errors and correct if necessary.
  • A description of the different types of error messages is displayed in the "Error, Warning, and Successful Messages" table below.

• Correct the IPS based on the errors in the output file.  Once all errors have been corrected, the upload can be run in Process and Report mode.
  • If the output file contains errors after the upload is run in Process and Report mode, failed rows can also be manually added or edited directly within the CAT program.
• If saving the output file, be sure to save with the file type of Excel Workbook (.xlsx).

Output Header Fields

Number	Row Type	Description	Comments	IPS Upload Error Message
1	Error	Empl ID/Empl Rcd Not Active in HRS	Entire row errors out	Emplid/Empl_Rcd not in Active HR STATUS
2	Error	Position Number does not match emplid/empl rcd		Position_Nbr does not match emplid/empl_rcd
3	Error	Invalid Effective Date, Fiscal Year Emplid, emplrcd, position number, business unit, deptid, action reason comprate, funding string, planned FTE	Field errors.  Does this need to include all fields in the funding string?	INVALID_Field Name
3.1	Error	Invalid Account Code		Account Code is invalid
3.2	Error	Negative Distribution %		Negative Distribution % is invalid
3.3	Error	Business Unit did not match Run Control		Business Unit: XXXXX did not match Run Control
3.4	Error	Invalid CSB Flag	CSB Flag is not 'Y' or 'N'	CBS Flag value is invalid
3.5	Error	Planned FTE < 0		Planned FTE cannot be negative
4.1	Error	Business unit did not match between loaded row and HRS		Business Unit: XXXXX mismatch between loaded row and HRS
4.2	Warning	Deptid did not match between loaded row and HRS		Deptid: XXXX mismatch between loaded row and HRS
4.3	Warning	FTE did not match between loaded row and HRS	For L Basis employees HRS FTE .000250 = File FTE 0	FTE: XXX mismatch between loaded row and HRS
4.4	Warning	Pay Basis did not match between loaded row and HRS		Pay Basis:  X mismatch between loaded row and HRS
4.5	Warning	Comprate did not match between loaded row and HRS	Comprate pulled from PS_COMPENSATION	Comprate: XXXX mismatch between loaded row and HRS
4.6	Warning	EJED did not match between loaded row and HRS		EJED mismatch between loaded row and HRS
5	Warning	Identical emplid/empl rcd/action reason/change amount exists	Funding section still loads	Identical emplid/empl_rcd/action reason/change amount exists in the file
5.1	Warning	Invalid Action Reason for PAY	Rate row will error out but all other rate/fund row still loads	Action Reason is not valid for PAY
6	Warning	Identical funding string/distribution % exists	Compensation section still loads	Identical emplid/empl_rcd/acct_cd/uw _cat_dist_pct exists in the file
6.1	Warning	Invalid Fund Code	Errors out fund row but all other rate/fund rows still load	Account Code:  Fund Code is not valid
6.2	Warning	Invalid Deptid	Errors out fund row but all other rate/fund rows still load	Account Code:  DeptID is not valid
6.3	Warning	Invalid Program Code	Errors out fund row but all other rate/fund rows still load	Account Code: Program Code is not valid
6.4	Warning	Invalid Project ID	Errors out fund row but all other rate/fund rows still load	Account Code:  Project ID is not valid
6.5	Warning	Invalid Business Unit	Errors out fund row but all other rate/fund rows still load	Account Code:  Business Unit is not valid
7	Successful	New Emplid/empl rcd combos	Create New CAT record	N/A
8	Successful	Existing record, but unique emplid/empl_rcd/action reason/ change amount exists	Add to existing CAT record	N/A
9	Successful	Existing record, but unique funding string/distribution % exists	Add to existing CAT record	N/A

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IPS Upload to AAP

The Additional Adjustments tab can be loaded to the AAP after all mass changes have been made in the IPS.  For information on how to use the IPS, please reference:  XXXXXX

1.  Save the "IPS →AAP" tab of the IPS as a CSV file.

• Open the "IPS → CAT" tab
• Scroll to the bottom of this tab and delete any rows that appear as so:

• Press the "Click Here to Export File for AAP Upload" button

• Save the output file "Name.CSV" under the file menu

• The following box will appear in Excel.  Select OK to continue.

• The "Name.CSV" file will appear on your screen.  You may close it out.

2.  Navigate to the CAT:  Workforce Administration > UW External HR Systems > Compensation Admin Tool > Upload to CAT and AAP Process

3.  Enter an Existing Run Control or create a new Run Control.

4.  The following screen will appear:

5.  Under "Process Options," choose between "Report" and "Process and Report."

• The Report mode should be run first.  This mode allows the data to be processed without committing the data to the AAP.  It generates an output .xls file that allows the data and any possible errors to be reviewed.

• The Process and Report mode should be run after.  Once the data has been reviewed and any errors in the data have been corrected, the Process mode can be run.  This commits the data to the AAP and generates an output .xls file.

6.  The Fiscal Year should be automatically populated.

7.  Select the appropriate "Inbound File Upload Criteria"

• For File Type, select "Additional Adjustment"

• For Business Unit, click the magnifying glass to search for the appropriate Business Unit.  Click the blue hyperlink for the Business Unit to select it.

• For File Description, enter "AAPCAT IPS + Date (Example:  CAT IPS 20160101)
• Click the "Upload File" link next to the Attached File to browse for, select, and upload the CSV file from Step 1.

• Once the CSV file has uploaded, press the "SAVE" button at the bottom of the window.
  • The screen will appear the same, and your Run Control will be saved.

8.  Upload the AAP to the CAT.

• Press "RUN" at the top right of the window.

• Click "OK" at the bottom of the new window.

• You will have returned to the previous window.  Click the Process Monitor hyperlink at the top right of the window.

• The new window will indicate the status of your file upload.  When the file is finished uploading, the Run Status will be equal to "Success" and the Distribution Status will be equal to "Posted."
  • If Run Status is "queued," it indicates that the file is waiting to be uploaded.
  • Click the Refresh button at the top right of the window to refresh the status of the document.

9.  Once the Run Status is "Success" and the Distribution Status is "Posted," download the output:

• Click the Details hyperlink to open the Process Detail page.

• Click the View Log/Trace hyperlink at the bottom right of the window.

• Under the File List, click the hyperlink for the file with the .xls extension to download the output.

• When opening the file, if an error message appears indicating that "The file you are trying to open....is in a different format than specified by the file extension," click "Yes" to accept.

10.  Review the output file.

• Open the downloaded file.  (A depiction of the Excel file output is shown below)
  • A description of the different Header Fields of the output is displayed below in the "Output Header Fields" table.
• The file will contain Error, Warning, and Successful sections.
  • Review the Error and Warning section of the output.  Use the Error Message column to diagnose the errors and correct if necessary.
  • A description of the different error messages is shown below.

• Correct the AAP based on the errors in the output.  Once all errors have been corrected, the upload can be run in Process mode.

Number	Row Type	Description	Comments	Message
1	Error	Funding Department not active in HRS	Entire row errors out	Invalid Funding Department
2	Error	Funding Department does not match Business Unit		Invalid Funding Department
3	Error	Fiscal Year not Active in CAT		Fiscal Year not Active in CAT
3.1	Error	Fiscal Year did not match Run Control		Fiscal Year did not match Run Control
4	Error	Invalid Fiscal Year, Funding Department, Job Code, Pay Basis, Position Number, Business Unit, FTE, Adj Type Fund, Deptid, Program, Budgeted Amount	Field Errors	Did not load
4.1	Error	Invalid Jobcode		Invalid Jobcode
4.2	Error	Invalid Pay Basis	Pay Basis not 'H' 'A' or 'C'	Invalid Pay Basis
4.3	Error	Invalid Position Type	Position Type not 'Vacant' or 'Bud. Adj.'	Invalid Position Type, needs to be either Vacant or Bud. Adj.
4.4	Error	Invalid Position Number		Invalid Position Number
4.5	Error	Invalid Adjustment Type	Adjustment Type not 'SH' 'Grad' 'LTE' 'Univ Staff' or 'LI/AS/FA'	Invalid Adjustment Type
4.6	Error	Invalid Business Unit GL in Account Code		Invalid Business Unit GL
4.7	Error	Invalid Fund Code in Account Code		Invalid Fund Code
4.8	Error	Invalid Dept ID in Account Code		Invalid Department ID
4.9	Error	Invalid Program Code in Account Code		Invalid Program Code
4.10	Error	Invalid Project ID in Account Code		Invalid Project ID
5	Error	Identical AAP Row Exists (entire row is key)	AAP Row Exists entire row is key not 'H' 'A' or 'C'	Identical AAP Row Exists in File/Table
6	Error	Incomplete funding string (missing fund, deptid, or program)	Funding string missing fund deptid or program not 'H' 'A' or 'C'	Account Code is invalid
7	Error	Row Errors out, no budgeted amount entered for positive FTE or no FTE	Errors out no budgeted amount entered for positive FTE or no FTE not 'Vacant' or 'Bud. Err.'
7.1	Error	No FTE entered	No FTE for Empl Type 'LTE' or 'SH'	No FTE entered
7.2	Error	No budget amount for position FTE		No budget amount entered for position FTE
8	Error	Does not pass budget edits	Does not pass budget edits error 'Vacant' or 'Bud. not.'	No special messages. The error messages from Section 4 is used for Budget Error Edits
9	Warning	Adj Type SH, FTE Entered	Everything will load except the FTE, SH cannot have FTE entered	Adjustment Type SH, FTE Entered
10	Warning	Adj Type LTE, FTE Entered	Everything will load except the FTE, LTE cannot have FTE entered	Adjustment Type LTE FTE Entered
11	Successful	New Funding Department Record	Create New AAP record	Loaded Successfully
12	Successful	Existing record, but unique row (entire row is Key)	Add to existing AAP record	Loaded Successfully
13	Successful	Row loads, Negative FTE, $0 budgeted amount	Loads Negative FTE budgeted amount Loaded 'Vacant' or 'Bud. loa.'	Loaded Successfully

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Additional Resources

Related KBs:

• Viewing the Summary Reporting Page in CAT 
• Running the BSUM [3270] in CAT 
• Security Roles Overview for CAT 
• Institutional Planning Spreadsheet in CAT 
• Running the IPS Upload to Additional Adjustments Pages (AAP) for CAT 
• Running the Initialization Report for CAT
• Running the Institutional Planning Spreadsheet to CAT [Edit and Overwrite]
• [Link for document 56584 is unavailable at this time]
• Running the HRS to CAT Compare Report in CAT 
• Running the HRS Change Report in CAT 
• Running the Missing From CAT Report
• Running the Record Errors Report in CAT 
• Running the Under Min / Over Max Report in CAT 
• Running the Audit Log Report in CAT 
• Running the Position Report in CAT 
• Compensation Administration Tool (CAT) 1.0 End to End Business Process 
• Compensation Administration Tool 1.1 New Hires Business Process in CAT 
• Compensation Administrative Tool 1.2 Terminations Business Process in CAT 
• Compensation Administration Tool 1.3 Transfer Business Process in CAT 

Related Links:

• Compensation Administration Landing Page