Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 95 Next »


The Mass Change option is available for employees that have the Module  checked under the SYSTEM/MODULE section.  By default, the Mass Change option to create and execute will be available to users with the Administrator Role and the Mass Change option to execute will be available to the Group_Manager Role.

The permissions below may be granted to other roles as desired by the school district.  

  • ADMIN_MASSCHANGE
  • ADMIN_MASSCHANGE_CREATE
  • ADMIN_MASSCHANGE_DELETE 
  • ADMIN_MASSCHANGE_EXECUTE - able to run/execute any pre-existing Mass Change definitions but cannot create new

The Mass Change button will be available within most of the Core Menu selections. 

Adding the Mass Change Module

To add the Mass Change Service module, go to SYSTEM/MODULE and click on 

Once selected, the  will change to a  next to the Mass Change Service option:


An Info message will appear .  'Click on the 'Refresh Page' to finished installing the new Module.

Once the process has been installed, you will then see the 'Mass Change' option next to the 'Create' button on most of the Core menu Selections:

Example of Positions screen:

To Clear a field using Mass Change

If needing to clear a field, us the New Value of: null

Menu Core options that have the 'Mass Change' Available:

ACH Destination

ACH Source

Adjustments

Attendance

Bank Account

Compensation (when downloading a Mass Change definition, it must be loaded under the 'All Compensations' tab)

Date Codes

EMIS Entry/EMIS Contract Service (CC)

Employee

Under 'Load Definition' option, are Mass Change definitions that are commonly used:

  • Change Archived Flag (SSDT)

  • Change Email Direct Deposit Flag (SSDT) 

  • Clear Employee Long Term Illness (SSDT)

Job Calendars

Leaves- Only available for Accumulations

  • Max Leave Amount - Mass change is not available to update the Max Leave amount.  But Mass Load can be used:

    Create a Excel-FieldNames spreadsheet pulling in the Sick employee's that need changing.

    Then remove the headers: first and last name, resetValue, balance, 

    update the headers to be:

    employee.number

    type

    accumPerMonth

    leaveUnit

    maxLeaveAmount


New Contract

The Mass Change definition below, can be used to check or uncheck the New Reportable to EMIS checkbox.

  • Uncheck the New Reportable to EMIS checkbox, click here.
  • Check the New Reportable to EMIS checkbox, click here.

Pay Distributions

Pay Group

Payee

Payroll Accounts

Payroll Item

- Under 'Load Definition' option, are Mass Change definitions that are commonly used:

  • Change Rate (SSDT) 

  • Clear Federal Tax COVID 19 Fields (SSDT) (under Payroll Item, you can't see the COVID fields in the grid but can under 'Federal Tax' Payroll Item)

To Clear Federal Tax COVID 19 Fields (SSDT), select . Click on the links below for more detail instructions:

Payroll Item Configuration

Position

- Under 'Load Definition' option, are Mass Change definitions that are commonly used:

  • Clear EMIS Contract Fields (SSDT) 

  • Mass Change CANNOT be used to change Pay Groups, use Mass Load.  Click here for instructions.

Mass Change Dates

In Maintenance Mode, select from the Script Definition (Normal Mode) drop down, the date that you want to change and enter org.ssdt_ohio.model.util.DateConverter.convertDate('MM/DD/YYYY') in the New Value box

Termination Date

To enter a Termination Date using Mass Change, click here for a .mcd.json procedure

Menu System/Users Mass Change 'Enable Two Factor Authentication (SSDT)' only

ITC's have the availability to Mass Change ALL Employee's in a district.  

Create Mass Change using 'Script Definition'

  1. From the Core menu select the record to be changed
  2. Click on 'Mass Change':
  3. Once selected, a box will open at the bottom:
  4. Select the employees in the grid to be changed before continuing.  The Mass Change will change every employee that is listed on the grid otherwise.
  5. From here, select the 'Script Definition' by clicking on the  key.
  6. Enter in the New Value needed
    1. If making the change through the 'Script Definition' option, the 'New Value' needs to be in quotes "    ".
    2. At this time you can  the Definition Name for later use and will be saved under  option or Select  to save to your desktop and email to other employees
    3. The  can be used to Import a saved definition from an outside source Or click on  to start over on your change
  7. After your change has been entered, select .  At this time, employees can be filtered in the grid for the change if not done early.  The system will then bring up how many positions will be modified by this change:
  8.  Then click on  to submit changes or select  to return to the Grid:
  9. The change will be made to all 25 Positions that were selected:
    1. Positions Example change:

Create Mass Change using 'Script Parameters'

  1. From the Core menu select the record to be changed
  2. Click on 'Mass Change':
  3. Once selected, a box will open at the bottom:
  4. Select the employees in the grid to be changed before continuing.  The Mass Change will change every employee that is listed on the grid otherwise.
  5. Enter in the 'Script Parameters' Name (there is no restriction or limit in the 'Name' of the Script parameter)
  6. From here, select the Script Definition by clicking on the  button
  7. Enter in the 'New Value' the 'Name' of the 'Script Parameters'
    1. For example, the Name in the Script Parameters was called 'var1' so the 'New Value' under Script Definition has to match.
  8. At this time you can  the Definition Name for later use and will be saved under  option or Select  to save to your desktop and email to other employees
  9. The  can be used to Import a saved definition from an outside source or click on  to start over on your change
  10. After your change has been entered, select on 'Execution Mode'.  At this time, employees can be filtered in the grid for the change if not done early. The system will then bring up how many positions objects will be modified by this change:
  11. Enter in the var1 Value name to be changed or added: (certified). Then click on  to submit changes or select  to return to the Grid

  12. The change will be made to all 25 Positions that were selected:
    1. Positions Example change:


Advanced Query

The is a more elaborate search where the user selects the property field to search on, the operation to search by, and enters what they are searching for. For example in the Attendance Advance Search,  Select Property of 'Activity Date', Select Operation of 'Equals', and a Filter Value of '12/19/2017'. The user is searching for Employee's with a default activity date of 12/19/2017.  The Filter Value is a value entered by the user based on what they are searching for and the property field type; for some operations this may be a list or range with the values separated by commas.  The information entered in the Filter Value box is dependent on the property field selected.  If the user chooses a property field of type Boolean, the user would have to enter in true or false.

The user can add as many search lines as desired by dragging and dropping them in the desired order into the Display box or double clicking the Properties.   The Search properties can be 'Removed' by clicking on the.

The Advance Query searches can be saved and recalled later.  The Query can be saved by entering in a Query Name and clicking on ''.  Then the Query can then be reloaded using the 

  • 'Apply Query' starts the search
  • 'Clear Query' clears the search items and returns all the original values back to the grid
  • 'Hide Advanced Query Controls' hides the Advanced Search Query window

Mass Change

Example of adding a Stop Date on a Payroll Item:

Select the Payroll Item from the drop down box.  From here you can enter what Code you are wanting to enter a stop date for.  Click on  

Mass Change Stop Date

In Maintenance Mode, select from the Script Definition (Normal Mode) drop down, select  and enter org.ssdt_ohio.model.util.DateConverter.convertDate('MM/DD/YYYY') in the New Value box:

To save the Script Definition, enter a name in the Definition Name and click on  This definition can then be used again for just that Payroll Item (example.. OSDI Tax Item) that was selected by clicking on


To Execute the load, click on  option.  Once this has been selected, it will show how many records will be modified . Verify and click on 

Stop Date Mass Changed:

Mass Change Pay Cycle

  • EveryPay
  • FirstPay
  • SecondPay
  • FirstAndSecondPay

The quotes are needed for the new value 

Example of changing the Position Job Status to Inactive:


Mass Change Total Experience and Authorize Experience

To add 1 year to Authorize Experience and Total Years of Experience, this Mass Change procedure Increment Experience.mcd-json can be used



  • No labels