Load Compensation Data - Step 6 - Validate

In 2019, Cornerstone will remove the option to load Compensation data via the Data Load Wizard (DLW). The exact timing of this is yet to be determined but will be announced in advance to give clients time to plan.

  • To load Compensation data, clients will need to use the new Edge Import Employee Salary Load tool which was made available in the August '18 Release to clients with Compensation or Cornerstone HR and Data Load Wizard (DLW).

The Validate step of the load process is where the system validates the data contained in the uploaded file.

Field Validation
User ID This must be a valid User ID within the system. This is required. The character limit for this value is 100. The ability to load values that are inactive may be determined in the Processing Options.
Adjustment Type Values must be Bonus, RSA, ISO, NQO, LTI Award, or a custom adjustment type. Custom adjustment types must be configured in the system prior to the data load. This is required.
Amount

This value can reflect the number of options/shares for grants or the monetary value for awards.

If the Adjustment Type is set to Award, then this field must be a currency amount.

The value can have as many decimal places as defined by the Currency Precision in the portal. This is required. The character limit for this value is eight.
Effective Date This value must be entered in the following format: YYYY-MM-DD. This is required.
Currency ID The Currency ID that corresponds with currency values should be entered in this field. The currencies that are entered must be configured in the system prior to the data load. This is required if the Adjustment Type is set to Bonus.
Task Name If the adjustment is associated with a compensation task, then the compensation task name should be provided.

Field Validation
User ID This must be a valid User ID within the system. This is required. The character limit for this value is 100. The ability to load values that are inactive may be determined in the Processing Options.
Wage Type Values must be either Annual or Hourly. This is required.
Labor Hours

If the user's Wage Type is set to Annual, then this value must be empty.

If the user's Wage Type is set to Hourly, then this value must be a whole number. If no value is provided, then this value is set to 2080.
Current Salary

If the user's Wage Type is set to Annual, then this is the user's annual salary.

If the user's Wage Type is set to Hourly, then this is the user's hourly rate.

This value is required and must be in the currency that is specified in the Currency ID/Code column. Dots or periods cannot be used as separators. For example, the system does not accept 1.000 as 1000. The character limit for this value is eight.
Effective Date This value must be entered in the following format: YYYY-MM-DD. This is required. As a best practice, the Effective Date should occur before the compensation period ends.
Currency ID/Code Either the Currency ID or Currency Code should be entered in this field, but not both. Currency ID is preferred. The currencies that are entered must be configured in the system prior to the data load. This is required.

Field Validation
User ID This must be a valid User ID within the system. This is required. The character limit for this value is 100. The ability to load values that are inactive may be determined in the Processing Options.
Target Type Values must be either Bonus or Equity. This is required. If the system is configured with more than one target that contains the same Target Type and Target Name, then the data is loaded to the most recently updated Target Type and Target Name combination.
Target Name Values must be Bonus, RSA, ISO, NQO, LTI, or a custom bonus type. Custom bonus types must be configured in the system prior to the data load. This is required. If the system is configured with more than one target that contains the same Target Type and Target Name, then the data is loaded to the most recently updated Target Type and Target Name combination.
Fixed Amount or Percentage of Base Values must be either Amount or Percentage. This is required.
Amount or Percentage Value

This is required.

Percentage values can contain up to one decimal place.

Fixed amount values must be provided in the user's compensation currency. The value can have as many decimal places as defined by the Currency Precision in the portal. The character limit for this value is eight.
Target Date This value must be entered in the following format: YYYY-MM-DD. This is required. If two records have the same User ID and Target Type, then they must have unique Target Dates.

Field Validation
Primary OU ID This must be a valid OU ID within the system and must be the correct OU type. This is required. The Primary OU value does not override Secondary OU values. The ability to load data for OUs are inactive may be determined in the Processing Options. Loading data for inactive OUs is typically done when loading historical data.
Secondary OU ID

This must be a valid OU ID within the system and must be the correct OU type. The ability to load data for OUs that are inactive may be determined in the Processing Options. Loading data for inactive OUs is typically done when loading historical data.

When a Secondary OU is provided when creating a record, the Secondary OU must always be included when updating the same record.
Tertiary OU ID

This field is only available when using the redesigned Compensation Task UI. This field is only available when a Tertiary OU type is selected on the Salary Structure page. This field is optional.

  • This must be a valid OU ID within the system and must be the correct OU type. The ability to load data for OUs that are inactive may be determined in the Processing Options. Loading data for inactive OUs is typically done when loading historical data.
  • When a Tertiary OU is provided, a Secondary OU must also be provided.
  • When a Tertiary OU is provided when creating a record, the Tertiary OU must always be included when updating the same record.
Wage Type Values must be either Annual or Hourly. This is required.
Minimum Value This value is required and must be in the default currency for the portal. The value can have as many decimal places as defined by the Currency Precision in the portal. This value can be set to zero and can also equal the Maximum Value. The character limit for this value is eight.
Midpoint Value

This field is only available when using the redesigned Compensation Task UI. This field is only available in the template when the Edit Midpoint checkbox is selected on the Salary Structure page. When this field is available, it is required.

  • When the Edit Midpoint checkbox is not selected on the Salary Structure page and a new salary range is added, the Data Load Wizard automatically calculates the mathematical midpoint for the salary range, and this value is automatically loaded to the system.
  • This value must be in the default currency for the portal. This value must be between the Maximum Value and the Minimum Value. The value can have as many decimal places as defined by the Currency Precision in the portal. The character limit for this value is 15 plus the number of allowed decimal places.
Maximum Value This value is required and must be in the default currency for the portal. The value can have as many decimal places as defined by the Currency Precision in the portal. This value can be set to zero and can also equal the Minimum Value. The character limit for this value is eight.
Market Value This value must be in the default currency for the portal. The value can have as many decimal places as defined by the Currency Precision in the portal. The character limit for this value is eight.
Annualized Range Values must be either True or False. This value only applies if the Wage Type is set to Hourly. If the Wage Type is set to Annual, then this value is disregarded.

When you reach the Validate page, the system automatically begins validating the format of the data.

If there are no errors, the wizard automatically begins validating the data's compatibility with existing system data.

Depending on the number of records being loaded, any format and system validation errors can be viewed and the load can be initiated in different locations:

  • For data files with 250 or less records, format and system validation errors can be viewed and the load can be initiated on the Validation page of the Data Load Wizard. The detailed error log can be viewed on the Data Load Queue page.
  • For data files with over 250 records, format and system validation errors can be viewed and the load can be initiated on the Track Data Loads page of the Data Load Wizard. The system automatically opens this page once the validation begins.

Files with 250 or Less Records

If there are errors in the file, you have the option to view the errors by clicking the View Errors button to the right of the progress bar. This opens a pop-up which displays a list of the errors that exist in the file as well as a description for the error. Error descriptions are found in far right column, and each error contains its own description. This list can be exported to Excel or printed using the icons in the upper-left corner of the table.

After the data format is checked, a summary of the results is displayed, including:

  • Number of records that will continue to system validation
  • Number of records that have errors and cannot be loaded

To view how to fix the data errors, on the Validate page, click the How to fix errors link. This opens a document that details how each type of error can be resolved. After resolving the issues in the file, you may click the Load same file type again link or the Restart button to re-attempt the load.

  • If more than 50% of the records contain errors, you cannot proceed with the data upload. You must resolve the issues prior to proceeding.
  • If less than 50% of the records contain errors, you may continue to load the data, but the data records that contain errors cannot be uploaded and they are skipped.

Once the errors are resolved or there are a minimal number of errors, you may continue the validation process by clicking the Continue Validation button. This begins the process of verifying the data's compatibility with the system. The system then validates the following items:

  • OU and User IDs referenced on other records are valid or active
  • The administrator has permission to load each record based on constraints

After the system compatibility is checked, a summary of the results is displayed:

  • Number of records that will be updated
  • Number of records that will be added
  • Number of records that have errors and cannot be updated

To finalize the data load, click the Load Data button. This adds the data load to the Data Load Queue for processing.

After the data is loaded, the status is updated in the Data Load Queue and the uploaded data is available. See Data Load Queue.