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Excel Data Upload Process Guide

This document outlines steps for a Global HRMS Manager to perform a mass upload of employee information to the Batch Element Entry (BEE) form using a Microsoft Excel spreadsheet. The steps include: 1) Creating a BEE header in the proper naming format. 2) Opening the Excel spreadsheet associated with the BEE batch. 3) Populating required fields like assignment number, effective date, and session date in the spreadsheet. 4) Uploading the spreadsheet data to the BEE form using an Oracle macro add-in. 5) Verifying the data was successfully uploaded by reviewing the BEE element lines.

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Silpa Kundu
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16 views8 pages

Excel Data Upload Process Guide

This document outlines steps for a Global HRMS Manager to perform a mass upload of employee information to the Batch Element Entry (BEE) form using a Microsoft Excel spreadsheet. The steps include: 1) Creating a BEE header in the proper naming format. 2) Opening the Excel spreadsheet associated with the BEE batch. 3) Populating required fields like assignment number, effective date, and session date in the spreadsheet. 4) Uploading the spreadsheet data to the BEE form using an Oracle macro add-in. 5) Verifying the data was successfully uploaded by reviewing the BEE element lines.

Uploaded by

Silpa Kundu
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Scenario Path Expected

Step Name Responsibility Action


Step Results

16.1 BEE Create Global HRMS Mass - Create Batch Element Entry - BEE Create
Manager Information Header
eXchange: - Ensure you are
MIX Batch DateTracked to the effective
Element Entry date of these element
entries. Create a Batch
Header (be sure to use
proper naming standards for
the batch) the header is
referred to later in the
process and creating it here
is less complicated.
- Save and exit forms.

16.2 Open Excel Global HRMS Mass - In the search criteria type - The Excel
File Manager Information in the name of the BEE File is
eXchange: created in step opened on
MIX Batch (44.3.1) in the Batch your
Element Entry Name and click go computer
- Select the Batch Name
under Batch Details
- Choose Create Lines
from the select Batch
- Click Process (2)
- Select the required
element that you need to
insert from the LOV and
click go
- If you are using Internet
Explorer, a security
warning will pop, click on it
and choose
Download file

- Click Open
16.3 Filling the Global HRMS - Enable the Macro - Excel Sheet
required Manager - Wait until the excel sheet is is filled with
information loaded and a confirmation the
appears, click close to required
information
close the confirmation
screen
- Fill in the required
information that will be
uploaded to the BEE
like
- Change the date to the
date of data upload
(Session Date and
Effective Date)
Scenario Path Expected
Step Name Responsibility Action
Step Results

- Enter the Assignment


Number
- Put the rest of the
required Values

Note: Any values


- inserted will
automatically give this
row a flag

16.4 Upload the Global HRMS - - Click on Add-Ins -


data Manager from the ribbon
Click on Oracle >
-- Upload
Select Flagged
Rows in case you
need to upload only
- selective (flagged)
- - records
Check on Validate
- Before Upload in
case you want the
macro to validate the
data
Click Upload
Wait until a
confirmation
window appear
Close the
confirmation
window

16.5 Verify that Global HRMS Mass -- Query the created


the data has Manager Information batch in step (16.1)
been eXchange: - Click on Element
uploaded to MIX Batch Lines
BEE form Verify that the data
Element Entry
has been uploaded
successfully by
reviewing the lines

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