How to bulk upload recognition budgets

To bulk upload a recognition budgets, follow the steps below:

  1. Create your bulk budget upload file, based on the type of scheme you are running and the format requirements below.
  2. Login to your Workstars administrator account
  3. Click Recognition then Manage Budgets
  4. Add budget funds, or ensure there is sufficient remaining budget for the total you wish to allocate
  5. Click the down arrow in the action column then select Manage Cost Centre Positions
  6. Click the down arrow next to Add Budget Position button then select Upload Bulk Budget
  7. Select your budget file, click Submit.

Your file will be uploaded and validated. If there are no errors it will be processed. If there are errors, fix them and re-upload the file.

Hierarchy Scheme

The file must contain only 2 columns, with the Header Row titles of ‘Position Ref’ and ‘Budget’. The budget must also be a positive value with no more than two decimal places.

Position Ref Budget
095678 150
003214 30.50

Note

Errors will be reported, and that row of data skipped if:

  • The position ref does not exist
  • The budget is not a valid value

Flat Scheme

The file must contain only 2 columns, with the Header Row titles of ‘Employee ID’ and ‘Budget’. The budget must also be a positive value with no more than two decimal places.

Employee ID Budget
12345 50
98745 200.50
  • If a budget already exists for the position ref/employee within the selected budget period then the budget will be added to the positions/employees budget for the selected budget period.
  • If a budget doesn’t exist for the position/employee within the selected budget period, then the budget will be created for that position/employee for the selected budget period.

Note

Errors will be reported, and that row of data skipped if:

  • The employee ID does not exist
  • The employee with the employee ID is not active
  • The budget is not a valid value