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["Print the Instructions and Column Definitions tabs for easy reference."]
["HR558 - Personal Data Mass Upload"]
["Instructions"]
[]
["Please read before you begin:"]
["Review the Performing a Mass Upload job aid located in the Cardinal website (www.cardinalproject.virginia.gov/massuploads) prior to completing the mass upload process. "]
[]
["Note: Click on Enable Content in this workbook before proceeding. "]
[]
["This workbook contains the following tabs:"]
["1. Instructions"]
["2. Column Definitions"]
["3. Personal Data Mass Upload Template"]
[]
[]
["Instructions:"]
["Note: Changing an employee's preferred email address may impact the ability of the employee to sign into Cardinal. The domain on the Business Email must match the Business Unit on the employee's primary job. \n\nThis upload process will NOT update Future Dated Hires new to the Business Unit.\n\nThe information that is being changed with this template can NOT be systematically restored. It is the Agency's responsibility to correct any data that is updated/removed incorrectly."]
["1. The Agency should run the V_HR_PERSONAL_MASS_DATA_CHANGE query to obtain a list of employees based on the filter criteria. "]
["2. The Agency updates the query spreadsheet with the specific information for specific employees."]
["3. Once the query spreadsheet is complete, copy the data and paste it into the template on the  Personal Data Mass Upload tab in this workbook. Agencies must use the template and validate that the processing rules are correct. Refer to the Job Aid titled Performing a Mass Upload for additional information regarding copying the data from the query and into the applicable excel template. "]
["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."]
["5. The HR Administrator will upload this file online by navigating to:  Cardinal Interfaces > HR Interfaces > Mass Uploads > Personal Data 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. "]
["8. Use the Browse button to find and attach the file for the Personal Data Mass Upload file 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 link."]
["12. Click the Refresh button periodically until the process completes with a Run Status of Success and Distribution Status of Posted."]
["13. Click the Details link in the row where the recorded process instance is listed."]
["14. Click View Log/Trace to download the error log and counts.  Log file naming convention: \nHR558_Error.LOG (errors)  and <input file><process instance>.LOG (counts)  (ex.HR558_Personal_Data_Mass_Upload_mmddyyyy_hh_mi.csv########.LOG)."]
["15. The Agency will review the error log and manually key any data rows that did not load successfully."]

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["Print the Instructions and Column Definitions tabs for easy reference."]
["HR558 - Personal Data Mass Upload"]
["Column Definitions"]
["Cardinal Field Name",null,null,"Required",null,"Online Processing Rules/Format"]
[]
["Employee ID",null,null,"Y",null,"11 digits"]
["Last Name",null,null,"Y",null,"Must match current Cardinal data - Process will not update name data"]
["First Name",null,null,"Y",null,"Must match current Cardinal data - Process will not update name data"]
["Email Option",null,null,"Y",null,"A - Agency Provided\nE - Employee Provided\nP - Pending Agency Provided"]
["Business Email Address",null,null,"Y if \nEmail Option = \n\"A\" or \"P\"",null,"Email Type = Business (BUSN)\n\nWarning: If left blank and currently populated in Cardinal, the update will attempt to delete the data in Cardinal."]
["Personal Email Address",null,null,"Y if \nEmail Option = \n\"E\"",null,"Email Type = Personal ('PERS)\n\nWarning: If left blank and currently populated in Cardinal, the update will attempt to delete the data in Cardinal."]
["Business Phone",null,null,"N",null,"Phone Type = Business (BUSN) - Expected format xxx/xxx-xxxx\n\nWarning: If left blank and currently populated in Cardinal, the update will attempt to delete the data in Cardinal."]
["Mobile/Cell Phone",null,null,"N",null,"Phone Type = Mobile (CELL) - Expected format xxx/xxx-xxxx\n\nWarning: If left blank and currently populated in Cardinal, the update will attempt to delete the data in Cardinal."]
["Citizenship",null,null,"N",null,"Preferred Values:\n     1 - Native\n     4  - Alien Temporary\n     5  - Permanent Resident  \nOthers Values Allowed :\n     N - Not Indicated   \n     2 - Naturalized\n     3 - Alien Permanent\n     6 - Employment Visa\n     7 - Canadian Citizen\n     8 - Other               "]

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["Employee ID","Last Name","First Name","Email Option","Business Email Address","Personal Email Address","Business Phone","Mobile/Cell Phone","Citizenship"]