Loader Specific Functionality
HR Position loader gives the user an option to download and update the specific date-tracked position details.
Make sure you have imported the DOWNLOAD Date-tracked HR Positions.xml custom download query (or a customer-specific custom download query) provided within the original zip. If you have not imported the custom query, refer here for more information on Import Custom Download Queries.
Note: The default download query, accessed via Application Interface Wizard > Download > … will only download the active position as at today. Users require the above custom download query or a customer-specific custom download query in order to download (and subsequently modify) the date-tracked position.
Once the query is imported, you can use it via the ‘Custom Query’ ribbon option.
Enter the required filter criteria on the sheet to download the position, then click on the Custom Query > Download from Sheet option and it will download all the records relevant to the given filters.
Example1: Download using Position Name
Add a Position Name as a download filter criteria in the worksheet cell.
Select the custom download query (users with a customer-specific download query should select their specific query).
This downloads all the date-tracked records for the given position.
Users can now modify the relevant record and upload.
Example2: Download a position active on a certain date (i.e. Date Track Effective Date is uncertain)
When you do not know the specific date a record became active, use the ‘Custom Query > Download Form’ ribbon option. Build the filter criteria using the dropdowns as below and click the ‘Download’ button from the bottom of the form.
Used filter:
POSITION_NAME = 'ADT470.HR Administrative Support'
and to_date('05-09-2020','dd-mm-yyyy') between effective_start_date and effective_end_date
It downloads the record active on the given date 5th September 2020.
Modify the required details and upload the record.
