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Upload Personnel Expenses

Explanation of Fields

Field Name

Description

Format

Example

Expense Code

Include code of any existing PE you'd like to update, if applicable. If left blank, a new code will automatically be created for this PE.

Alphanumeric

e123hg6

Position Code

Position Control Number or Position ID. If left blank, new Positions will be designated by NEWPOS.

Characters

43894

Job Code

Required

Job Code of the Job Title associated with this position

Characters

ab123

Employee Code

ID of the employee associated with this assignment. Leave blank for Vacancies.

Characters

3584

Location Code

Required

Location Code related to this Position

Alphanumeric

104

FTE

Required

Full Time Equivalency Details. Should be >0 and can be rounded up to the thousandth decimal.

Decimal

0.5

Notes

Any notes related to this expense

Characters

Needed ASAP

Allocation Code

The code for the Allocation where this expense should be funded. You may leave it blank if you’re not assigning the expense to an Allocation yet.

Alphanumeric

abc123

Organization Code

The code for the Organization containing the Allocation where this expense should be funded. If the Allocation Code is included, the Organization code MUST also be included. If the Allocation Code is blank, the Organization code MUST also be blank.

Alphanumeric

abc123

Percentage

Required

Percentage of the portion of the position being funded by this account, should be a value from 1 to 100

Decimal

75.5

Funds

Required

Funds from your district's chart of accounts

Alphanumeric

10

Locations

Required

Locations from your district's chart of accounts

Alphanumeric

100

Functions

Required

Functions from your district's chart of accounts

Alphanumeric

1000

Strategy 1

Code associated with your unique strategy/priority combos. These can be found on the Config --> Strategy page.

Alphanumeric

xyz102

Percentage 1

Percentage associated with this strategy. Whole numbers only.

Alphanumeric

20

Strategy 2

Code associated with your unique strategy/priority combos. These can be found on the Config --> Strategy page.

Alphanumeric

xyz102

Percentage 2

Percentage associated with this strategy. Whole numbers only.

Alphanumeric

20

Strategy 3

Code associated with your unique strategy/priority combos. These can be found on the Config --> Strategy page.

Alphanumeric

xyz102

Percentage 3

Percentage associated with this strategy. Whole numbers only.

Alphanumeric

20

Strategy 4

Code associated with your unique strategy/priority combos. These can be found on the Config --> Strategy page.

Alphanumeric

xyz102

Percentage 4

Percentage associated with this strategy. Whole numbers only.

Alphanumeric

20

Strategy 5

Code associated with your unique strategy/priority combos. These can be found on the Config --> Strategy page.

Alphanumeric

xyz102

Percentage 5

Percentage associated with this strategy. Whole numbers only.

Alphanumeric

20

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