Upload Dependants

1. Go to Management, select Data Upload, and clik on Upload Dependants.
2. User may want to review the list of fields which can actually be changed or updated.
   
3. Click on ‘View Valid Field Details’. Take some time to read all field descriptions and make sure you know how to enter data in each field considering the field requirements. Remember that some of the fields allow just numeric characters, and some others are alphanumeric. Also, you need to know the maximum number of characters that you can enter in every field.
4. Create a spreadsheet with the following headers:
   • EmployeeID
   • Relationship
   • FirstName
   • LastName
   • DateOfBirth
   • Address1
   • Address2
   • City
   • State
   • PostalCode
   • Country
     
     Notes:
   Column headers must not have spaces between words. All 13 headers must be in the spreadsheet even if some of the columns do not contain any data at all.
5. Fill in each field with the dependants information according to the indications in 'View Valid Fields':
   • EmployeeID Enter Employee ID just as it is shown in the employee record.
     
   • Relationship Enter relationship of dependant to employee. Only valid entries are: Son, Daughter, Brother or Sister.
     
   • FirstName Enter up to 35 alphabetic characters.
     
   • LastName Enter up to 35 alphabetic characters.
     
   • DateOfBirth Type date in format MM/DD/YYYY
     
   • Address1  Enter up to 40 alphabetic characters. In case this field is left blank, the system will automatically add the Address stored in the employee record.
     
   • Address2  Enter up to 40 alphabetic characters. In case this field is left blank, the system will automatically add the Address stored in the employee record.
     
   • City Enter up to 30 alphanumeric characters. In case this field is left blank, the system will automatically add the City stored in the employee record.
     
   • State Enter up to 25 alphanumeric characters. In case this field is left blank, the system will automatically add the State stored in the employee record.
     
   • PostalCode  Enter up to nine alphanumeric characters. In case this field is left blank, the system will automatically add the State stored in the employee record.
     
   • Country   Enter up to 20 alphanumeric characters. In case this field is left blank, the system will automatically add the Country stored in the employee record.
      
6. Save spreadsheet as a .csv file (comma delimited). File name must be as follows: &quotUPD" followed by the Company Code and two-digit month, two-digit date and four-digit year of the Pay Period Date. Suffix: For practical handling and to avoid undesirable deleting of data, it is necessary that all files have a suffix, which consists of a hyphen (-) followed by any three-character combination. For example: Company Code HERM submitting information for the Pay Period October 31, 2005 would name their import file UPDHERM10312005-AG1.CSV (AG1 would be the suffix).
7. Go to Management/Data Upload Options/Global Updates.
   
8. Click on ‘Browse…’ to search for your file.
   
9. Click on ‘Upload’.
10. In case any records are rejected, user will receive an email which will contain an attached file explaining which records were rejected and why. This will help user to correct any problem and re-submit the file.  Note: In case any wrong data is added, there is no way to delete -or overwrite- that information through this feature. The user will have to manually delete the record using the interface.
    1. Go to Human Resources, and Select Employee.
    2. Enter Employee ID.
    3. Go to Personal.
    4. Find the wrongly added dependant and click on Delete (far right).
    5. Click on Delete (bottom part of page).