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Employment

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upload process

Identify Duplicates

• Remove duplicate rows from Employment_file.

• Verify unique information for each Contact ID. If there are discrepancies, the file should be reviewed by the requester.

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• Check if the primary employment of that Contact was created last modified before or after the Employment_file Date collection.

1. Download all the data from the Employment object in an Excel sheet (where AQB__SetAsPrimary__c = TRUE) with Contact ID , Start Date, and Created and Last Modified Date.

2. Create a VLOOKUP column in Employment_file to retrieve the Created Last Modified Date from Employment object sheet by running a VLOOKUP on Contact IDs.

3. Create an “Action” column with the following criteria:

   If the Created Last Modified Date is greater than or equal to the Employment_file Date: No Action (remove from your sheet as newer data is recorded).

   If the Created Last Modified Date is less than the Employment_file Date: Data Matching.

   If the result is #N/A, it indicates no employment exists in the system for that Contact ID: Insert Data.
   
   * Correct date format if needed (dd/mm/yyyy)

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• Map values from the file to the correct picklist values contained in the specified field.

  • For the Industry field, please map to USYD_Global_Industry__c.

  • Do not forget:
    

    • AQB__SetAsPrimary__c = TRUE

    • AQB__Status__c = Current or Retired (in accordance the person’s circumstances).

    • AQB__StartDate__c = If information is not given by the requester, the field should be populated with the day the data was received followed by AQB__Started__c = On or Before`.

    • AQB__Source__c = File source + year.

    • AQB__EmployerName__c: If it is blank, replace with “Not Provided”

    • AQB__Title__c: If it is blank, replace with “Not Provided”.

    • Started:On, On or Before

Action Folder Instructions

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Jira Ticket