Session A - Prepare For Mass Salary Updates

Session A - How to Prepare Your Data for Mass Salary Updates for Your District 10/24/19
Comm Lab 2-4
SESSION A
How to Prepare Your

Data for Mass Salary
Updates for Your District
Joan DeKoven (SDCOE), Janine Perez (SDCOE)
Jodi King (South Bay)and Diana Sanchez-Aldana (South Bay)
Session Topics
• Welcome & Introductions (5 min)
• Deadlines (5 min)
• Overview of Salary Schedule Process (10 min)
• Running M_HR_SALARY_SCHED_UPDATE query and making
updates (15 min)
o Guest Speakers:
o Jodi King and Diana Sanchez-Aldana
• Checklist to make sure file is correct (5 min)
• Q & A (5 min)
• Wrap Up & Closing (5 min)
2019 PeopleSoft User's Conference | 10/24/19
PeopleSoft Conference 2019

Comm Lab 2-4
Deadlines
Deadlines
It is imperative that all Salary Schedules
are submitted three weeks prior Paysheet
creation. By doing so will ensure the new
rates are on the Paysheets for the month
the new salary schedule is in effect.

Comm Lab 2-4
Overview of Salary
Schedule Process
Running
M_HR_SALARY_SCHED_UPDATE
Query and Making Updates
Guest Speakers: Jodi King and Diana Sanchez-

Aldana, South Bay Union School District

Comm Lab 2-4
IMPORTANT
Always run the entire process in the
Sandbox first. Never run in Production
without having completed the process
in a test environment first.
1. Run NEW Query in 1 of 2 ways
B – Enter a % increase to be applied to
A – Export Data file for Manual Update
entire file
Option A – This option would be best if you are updating only certain steps
within a grade.
EXAMPLE: A Minimum Wage Increase will be going into effect.You need to update certain grades but only
Step 1 on each grade is affected. Since the rest of the steps will remain the same, option A would work best for
you.
Option B – This option would be best if you are updating all steps within a
grade by the same percent (%).
EXAMPLE: Your board approved a salary increase of 2.1% for all classified salaried employees. Since all steps
within the affected grades will be updated, option B would work best for you.

Comm Lab 2-4
A – Export Data file for Manual Update
Example, no % increase entered.
B – Enter a % increase to be applied to entire file
Example, a 2.1% increase would be entered as 21. A 3% increase would be

entered as 3.

Comm Lab 2-4
Initial Excel Export – delete unneeded

columns and rows
• Delete row 1
• Delete columns T-AB
IMPORTANT
If your update contains a Salary Admin Plan
or Salary Grade that did not previously
exist, please refer to the HR1 Salary
Administration Guide for directions on
how to manually add them as this cannot
be done using this spreadsheet. Once
you’ve manually added the Plan/Grade, you
can then update it using this process.

Comm Lab 2-4
Initial Excel Export – Prepare File

2. Prepare File in 1 of 2 ways
A – Manual B – % Increase applied to entire file.
Option A (Manual) –
• Delete the rows of the Salary Administration Plans that will not be updated. The spreadsheet should only contain
the Grades and Steps of the Salary Administration Plan(s) you are updating.
• Column D (Eff Date): Enter the Effective Date of the changes you are making. This date is the date when these
new rates will take effect. (e.g. format is 1/1/2019 or 10/01/2019.)
• Columns H-M: Update the appropriate Minimum/ Maximum rates columns. The Minimum should be equal to Step
1 of the Compensation Rate and the Maximum should equal the last step of the Grade.
• Column S (New Comp Rate): Enter the New Compensation Rates for the corresponding Salary Steps.
Initial Excel Export – Prepare File

2. Prepare File in 1 of 2 ways
A – Manual B – % Increase applied to entire file.
Option B (%) –
• Delete the rows of the Salary Administration Plans that will not be updated. The spreadsheet should only contain
the Grades and Steps of the Salary Administration Plan(s) you are updating.
• Column D (Eff Date): Enter the Effective Date of the changes you are making. This date is the date when these
new rates will take effect. (e.g. format is 1/1/2019 or 10/01/2019.)
• Columns H-M: Update the appropriate Minimum/ Maximum rates columns. Verify that the new
Minimum/Maximum values are correct. The Minimum should be equal to Step 1 and the Maximum should equal the last
step of the Grade.
• Column S (New Comp Rate): Verify that the rounding values are correct. There can only be 2 decimal places.

Comm Lab 2-4
Checklist to make
sure file is correct
Is Your File Correct?

 Is the Spreadsheet displaying only columns A-S?
 Is the Effective Date correct? This must be the date that these updates take effect.
 Did you ensure that the Effective Date in your file does not already exist on the Salary
Grade(s)?
 Did you enter the New Salary Minimums and Maximums correctly?
 Did you remove the formulas used to calculate the new values?
The spreadsheet should not contain any formulas.
 Did you format all values with leading zeroes to Text?
 Verify there are no commas in the description or short description.
 Steps that are not being updated still need to be included in the file, unless they are obsolete.
(Validate all obsolete steps to be sure there are no job data records attached.)
 Is the Comp Rate column rounded to 2 decimal points. (Click in the cell to make sure)
 FINAL STEP! Once you’ve validated the spreadsheet against the table below, save the file as
a CSV (Comma Delimited) (*.csv).

Comm Lab 2-4
Save Your File

Save as .CSV
Q &A

Comm Lab 2-4
Wrap Up & Closing

These slides and session notes are published
on the PeopleSoft Support website.
http://crc.sdcoe.net/peoplesoftconference

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Session A - How to Prepare Your Data for Mass Salary Updates for Your District 10/24/19

Comm Lab 2-4

How to Prepare Your

2019 PeopleSoft User's Conference | 10/24/19

PeopleSoft Conference 2019

2019 PeopleSoft User's Conference | 10/24/19

PeopleSoft Conference 2019

Guest Speakers: Jodi King and Diana Sanchez-

PeopleSoft Conference 2019

2019 PeopleSoft User's Conference | 10/24/19

2019 PeopleSoft User's Conference | 10/24/19

PeopleSoft Conference 2019

Example, no % increase entered.

2019 PeopleSoft User's Conference | 10/24/19

Example, a 2.1% increase would be entered as 21. A 3% increase would be

2019 PeopleSoft User's Conference | 10/24/19

PeopleSoft Conference 2019

Initial Excel Export – delete unneeded

2019 PeopleSoft User's Conference | 10/24/19

2019 PeopleSoft User's Conference | 10/24/19

PeopleSoft Conference 2019

Initial Excel Export – Prepare File

2019 PeopleSoft User's Conference | 10/24/19

Initial Excel Export – Prepare File

2019 PeopleSoft User's Conference | 10/24/19

PeopleSoft Conference 2019

Is Your File Correct?

2019 PeopleSoft User's Conference | 10/24/19

PeopleSoft Conference 2019

Save Your File

2019 PeopleSoft User's Conference | 10/24/19

PeopleSoft Conference 2019

Wrap Up & Closing

PeopleSoft Conference 2019

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