To upload balance adjustments in bulk, you’ll first need to download the Balance Adjustment File. Follow these steps to enable and access it.
Enable Data Migration Templates
If you can’t see Data Migration Template Tool, follow these steps to turn it on:
Click Admin Dashboard.
Click Dashboard Configuration.
In the Tab Widgets section, search for Data Migration Templates and enable it.
Download the Balance Adjustment File
Click Admin Dashboard.
Click Data Migration Template.
Search for Balance Adjustment File.
Click the three dots.
Click Download.
Upload the Balance Adjustment File
Once you've completed the file, follow the on-screen instructions to upload it. If the upload fails, see the Troubleshoot Balance Adjustment Errors section below.
Troubleshoot Balance Adjustment Errors
Errors can occur during the balance adjustment upload process, such as generic exceptions or rejections for past/closed periods. Follow the steps below to identify and resolve these issues.
Steps to Identify Errors
Navigate to the Data Migration section in PeopleXD.
Locate the failed bulk adjustment upload.
Click on Download Errors to generate a report. The error report will list specific reasons for the failure, such as incorrect period selection or data formatting issues, along with the related employee numbers. Use this information to pinpoint and address the root cause of the error.
Correct and Re-upload the File
Verify the Adjustment Period: Ensure that all adjustments are posted to the current open period. Adjustments for closed or past periods (e.g., a previous year) will be rejected. Update the file to align with the system's open period requirements.
Check Data Formatting: Review the error report for any formatting issues and correct them as needed.
Re-upload the File: After making the necessary corrections, re-upload the file to complete the process.
Additional Tips and Best Practices
Always double-check the effective date and period for each adjustment before uploading.
Use the error report as a diagnostic tool to quickly identify and resolve issues.
Regularly review system guidelines and updates to stay informed about any changes to balance adjustment requirements.