Global Updates

This feature provides IPS users with a tool to save time when making changes to employee records.
The ‘Global Updates’ option allows users to make different changes to multiple employee records at the same.

Go to Management, select Data Upload and click on Global Updates.
Click on ‘View Valid Field Details’. User should take some time to read all field descriptions and make sure the field requirements are understood. Some of the fields allow numeric characters only, but some others may allow alphanumeric characters. Also, it is necessary to note the maximum number of characters that can be entered in each field.
IMPORTANT: Some fields may have the same name under different modules or sections. For example, there is an Effective Date under Termination, and also there is an Effective Date under Supervisor Change. Please note that the following initials have been added to those field names for clarification:
- JOB - Job Code / Title Change / Reclassification
- LOA - Leave of Absence
- ORG - Organizational and Supervisor Change
- PAY - Salary Adjustment / Pay Type Change
- PER - Performance Review
- PRO - Promotion / Demotion
- RFL - Return from Leave of Absence
- RFS - Return from Stand By
- STB - Stand By
- SUP - Supervisor Change
- TER - Termination
Click on ‘Customize Template’. A new window will popup showing every field that can be updated via Global Updates.
Once the fields have been selected, user must click on ‘Customize’ so the system sends the appropriate template via e-mail.

Remark: In case the selection includes any fields which are directly linked to others which were not selected, the system will give an alert message so those other necessary fields are also selected. For example, if user selects ‘SBUID’, the system will prompt him to also select ‘Location’ and ‘Team’. This is because SBUID may not be modified in any employee without updating Location and Team as well.
Fill in template considering every field description and requirements. The template has already been named properly to be submitted. For example, GLBJAM10312005-JA5.
Save spreadsheet as a CSV file. It is very important that the file name remains the same.
Go back to Management/Data Upload Options/Global Updates.
Click on ‘Browse…’ to search for file.
Click on ‘Upload’.
In case any records are rejected by the system, the user will receive an e-mail containing an attachment with the explanation for every rejection.
Please note that when multiple changes are submitted for a single employee, and one of the changes is rejected, then all changes included in the same line will remain unprocessed. In other words, none of the other changes included in that line will be updated.