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["Print the Instructions and Column Definitions tabs for easy reference."]
["HR371 - Performance Rating Mass Upload"]
["Instructions"]
["Revision Date:  10/28/2025"]
["Please read before you begin:"]
["Review the Performing a Mass Upload Job Aid located on the Cardinal website (www.cardinalproject.virginia.gov/massuploads) prior to completing the mass upload process. "]
[]
["Note: Click on the Enable Content button in this workbook before proceeding. "]
[]
["This workbook contains the following tabs:"]
["1. Instructions"]
["2. Column Definitions"]
["3. Position Mass Upload Template"]
[]
[]
["Instructions:"]
["1. The agency should run the V_HR_PERFORMANCE_RATING query to obtain a list of employees that are eligible to receive a performance rating."]
["2. The agency assigns performance ratings to all those eligible employees."]
["3. Make sure to remove the sample row provided.  Once the query spreadsheet is complete, copy the data and paste it into the Performance Rating Mass Upload template that was provided. Refer to the Performing a Mass Upload job aid for additional information regarding copying the data from the query and into the applicable excel template. Agencies must use the template and click on the Create/Save CSV File button before saving to the appropriate folder ."]
["4. Click on the Create/Save CSV File button before saving to the appropriate folder. Once the folder is selected the file name cannot be changed, and it is automatically saved. This will overwrite the previous saved file if it is in the same location."]
["Steps 5 - 15 are performed by the agency to load the file into Cardinal:"]
["5. The HR Administrator will upload this file online by navigating to:  Cardinal Interfaces > HR Interfaces > Mass Uploads > Performance Rating Mass Upload"]
["6. Click the Add a New Value tab for the first run of this mass upload."]
["7. Enter the Run Control ID and click Add. \nNote: For future runs of this mass upload by the same user at the same agency, select the Find Existing Value tab and enter the Run Control ID and click Search."]
["8. Use the Browse button to find and attach the file for Department-Position Funding that was created in Step 4. Once the file is uploaded, click Run."]
["9. Click the OK button at the bottom of the page."]
["10. Record the Process Instance Number. This will be helpful in case there are issues with the upload."]
["11. Click on the Process Monitor hyperlink."]
["12. Click the Refresh button periodically until the process completes with a Run Status of Success and Distribution Status of Posted."]
["13. Select Details link in the row where the recorded process instance is listed."]
["14. Click View Log/Trace to download the error log. "]
["15. The agency will review the error log and manually key any data rows that did not load successfully."]
["Note: Agencies can also resubmit the mass upload with only the rows that errored if there are many. "]

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["Print the Instructions and Column Definitions tabs for easy reference."]
["HR371 - Performance Rating Mass Upload"]
["Column Definitions"]
["Cardinal Field Name",null,null,"Configuration Work Unit #",null,"Required",null,"Online Processing Rules/Format"]
[]
["Employee ID",null,null,null,null,"Y",null,"11 digits"]
["Employee Record",null,null,null,null,"Y"]
["Effective Date",null,null,null,null,"Y",null,"Format: MM/DD/YYYY"]
["Effective Sequence",null,null,null,null,"Y",null,"Default 0"]
["Rating Type",null,null,null,null,"Y",null,"A = Annual \nC = Certification \nP = Re-Evaluation Translate Value "]
["Rating Cycle",null,null,"CHR095",null,"Y",null,"Prompt on V_PERF_CYC_TBL"]
["Rating",null,null,"CHR096",null,"Y",null,"H - Highly Succesful\nL - Employee on Leave or Not Rated\nP - Partially Successful\nS - Succesful\nU - Unsuccessful\nX - Extraordinary\n\nNote: These values are the new values starting with the PY2025 rating cycle.  If loading data prior to PY2025 the old rating cycle of X,C,B,L should be utilized."]
["Re-eval Status",null,null,null,null,"N",null,"C = Completed \nIP = In Progress \nNS = Not Started\n\nNote: Per DHRM Policy, this field should be left blank"]
["Re-eval Date",null,null,null,null,"N",null,"Format: MM/DD/YYYY \n\nNote: Per DHRM Policy, this field should be left blank"]
["Comments",null,null,null,null,"N",null,"Max field length is 254\n\nNote: Per DHRM Policy, this field should be left blank"]

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["Employee ID","Employee Rcd","Effective Date","Effective Sequence","Rating Type","Ratings Cycle","Review Rating","Re-eval Status","Re-eval Date","Comments"]
[6666,0,"2025-12-31","0","A","PY2025","S"]