Running the IPS Upload to Additional Adjustments Pages (AAP) for CAT

Instructions

The Additional Adjustments tab can be loaded to the AAP after all mass changes have been made in the IPS.

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

   1. Open the "IPS → CAT" tab

   2. Scroll to the bottom of this tab and delete any rows that appear as so:

      

      • Note that similar to the IPS → CAT tab, the formula in cell A8 is only copied down 22 rows.  If you have more data than this on your Additional Adjustments page, copy the formula down to cover the appropriate number of data rows.  Delete any extra null rows in the above format.

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

      • Note that if this button does not appear, you can do it manually by clicking the View tab, selecting the Macros option on the right, and running the "ThisWorkbook.ExportRangetoFileAAP" option listed.

      

   4. See the output file "Name.CSV" under the file menu.

      

   5. The following box will appear in Excel.  Select Okay.

      

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

2. Navigate to the CAT

   1. Workforce Administration > UW External HR Systems > Compensation Admin Tool > Upload to CAT and AAP Process (shown in images below).

3. Create a new Run Control ID or use an existing saved Run Control.

   1. The Run Control ID is a unique identifier that saves the criteria for running a process or report.

   2. While there is no set format for naming a Run Control ID, a potential suggested format is initials_next available number (eg "ABC01")

   

4. The following screen will appear:

   

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

   

   1. The report mode should be run first.

      • This mode allows the data to be processed without committing data to the AAP.  It generates an ouput .xls file that allows the data and any possible errors to be reviewed.

   2. The process mode should be run second.

      • 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"

   1. For File Type, select "Additional Adjustment"

      

   2. For Business Unit, click the magnifying glass to search for the appropriate Business Unit.  Click the green link for the Business Unit to select it.

      

   3. For file description, there is no set format.  A potential suggested format is "AAPCAT_IPS_YYYYMMDD" (e.g. "CAT_IPS_20160101")

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

      

   5. 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.

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

      

   2. Press "OK" at the bottom of the new window.

      

   3. You will have returned to your previous window.  Note your Process Instance number.  Press "Process Monitor" at the top right of the window.

      

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

      • If Run Status is "Queued," it indicates the file is waiting to be uploaded.
      • If Run Status is "Blocked," it indicates another report or process is currently being run.  Do not resubmit your process.  It will be queued as soon as the other report or process has completed.
      • If Run Status is "Processing," it indicates that the file is currently uploading.
      • Click Refresh at the top right of the window to refresh the status of the process.  Note:  This may take several minutes depending on the data load in the Process Monitor.

      

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

   1. Click "Details"

      

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

      

   3. Under the File List, click the file with the .xls extension to download the output.

      

   4. 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.

      

10. Review the output file.

    1. Open the downloaded Excel file.

       • A depiction of the Excel output is below.
       • A description of the different header fields of the output is below in the 'Output Header Fields' table.

    2. The file will contain Error, Warning, and Successful sections.

       • Review the Error and Warning sections of the output.  Use the Error Message column to diagnose the errors and correct if necessary.
       • A description of the different error messages is below.

       

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

Tables

Output Header Fields

Error, Warning and Successful Messages