Utilities - Batches - Employee Take-on - Updating Address
Description

Employee addresses can only be updated with Employee Take-on Batch.

NOTE: Before processing the batch,please ensure that a backup was made of the Curent System

Cause
Resolution

1. Creating the Take-On File

On the Navigation pane

Expand               Utilities

Expand               Batches

Double Click      Employee Take-On

 

 

NOTE:Take on Script will be "Employee Take On" and not "Address Take On ".

 

 

 

 

 

 

 

 

 

 

 

 

 



 

 

2.  Completing the Batch

On your computer

Browse               For the file in the selected location


Open                The file in Excel

 

The address fields should be completed and/or updated from Left to Right in the Excel Sheet.  Space is provided to add up to three addresses per employee. A Work, Physical and Postal address can be loaded. 


There is not specific order in which the addresses should be loaded, as long as the corresponding columns for each address is completed.  For example, Address 1 is used as a Work address. Column CP will be flagged as TRUE and the rest of the Address 1 columns should then be completed.

  •      Address 1 (Add.1)

                   -         Column CP to DL

  •      Address 2 (Add.2)

                   -         Column DM to EI

  •      Address 3 (Add.3)

                   -         Column EJ to FF

 

 

 

Column Heading

Description

Add.1

Add. 2

Add. 3

CP

DM

EJ

Use Work

TRUE if used for Work, else FALSE

CQ

DN

EK

Use Physical

TRUE if used for Physical, else FALSE

CR

DO

EL

Use Postal

TRUE if used for Postal, else FALSE

CS

DP

EM

Address Service Type ID

For Postal Service Type Only

PO – Postal

PVT – Private Bag

PNET – Postnet Suite

STREET – Street

Only use for example PO, STREET etc. and not the full description

CT

DQ

EN

Correspondence Address

TRUE if this address should be used as the employee’s correspondence address. Else FALSE.

CU

DR

EO

Unit Postal Number

If the address being added is a street address and is in a complex, enter the unit number of the complex. If it is a postal number, do not use this field, rather use the Postal Address Number field.

CV

DS

EP

Complex

If the address being added is in a complex, enter the complex name.

CW

DT

EQ

Level Floor

If the address being added is on a certain level or floor of a building, enter the level or floor.

CX

DU

ER

Block

If the address being added is in a certain block of buildings, enter the block number.

CY

DV

ES

Street Number

If the address being added is a street address, enter the street number.

CZ

DW

ET

Street Farm Name

If the address being added is a street address or a farm, enter the street name or the farm name. This is a mandatory field for a physical address.

DA

DX

EU

Suburb District

For all address type fields, enter the suburb or district of the address. Either the Suburb/District field or the City/Town field should be completed.

DB

DY

EV

District ID

Enter the applicable district. This is an optional field.

DC

DZ

EW

City Town

For all address type fields, enter the city or town of the address. Either the Suburb/District field or the City/Town field should be completed.

DD

EA

EX

Province

Enter the applicable province. This is an optional field.

DE

EB

EY

Postal Code

Enter the postal code. This is a mandatory field.

DF

EC

EZ

Postal Agency

The Postal Agency field is optional for any third parties involved, for example, Postnet.

DG

ED

FA

Postal Office

Enter the post office name where the employee collects their post from.

DH

EE

FB

Postal Address Number

If the address is a postal address, enter the postal number of the PO Box or suite.

DI

EF

FC

Other Service Type

If there are not sufficient Address Service Type field options from the drop-down list, you can use the Other Services Type field by entering the required information.

DJ

EG

FD

Care of

TRUE the box if the employee does not have a postal address, but makes use of someone else’s. Else FALSE.

DK

EH

FE

Care of Name

Indicate the name of the person who will be receiving the post on behalf of the employee.

DL

EI

FF

Country code

Enter the applicable country code from the predefined list. For example, ZAF for South Africa.

 

When all fields are completed and/or updated the sheet can be Saved and Closed.

3.  Importing the Batch

 

 

 

 

 

 





 

 

 

 


 

 

4.  Verify the Batch


 

 

 

 

 

NOTE: Only employees without errors will be updated.  If any errors are detected, rectify the data in the Excel sheet, then import and verify again.

 

5.  Processing the Batch


 

 

 

Alert:

NOTE: After processing the batch, please ensure that the fields are updated correctly on the Employee Detail Screen.

 

On the Navigation pane

Expand               Utilities

Expand               Batches

Double Click      Employee Take-On

 

 

 

NOTE:Take on Script will be "Employee Take On" and not "Addrress TAke On ". the Update Option can be set to Create/Update.

 

 

 

 

 

 

 

 

 

 

 

 

 



 

 

2.  Completing the Batch

On your computer

Browse               For the file in the selected location


Open                The file in Excel

 

The address fields should be completed and/or updated from Left to Right in the Excel Sheet.  Space is provided to add up to three addresses per employee. A Work, Physical and Postal address can be loaded. 


There is not specific order in which the addresses should be loaded, as long as the corresponding columns for each address is completed.  For example, Address 1 is used as a Work address. Column CP will be flagged as TRUE and the rest of the Address 1 columns should then be completed.

  •      Address 1 (Add.1)

                   -         Column CP to DL

  •      Address 2 (Add.2)

                   -         Column DM to EI

  •      Address 3 (Add.3)

                   -         Column EJ to FF

 

 

 

Column Heading

Description

Add.1

Add. 2

Add. 3

CP

DM

EJ

Use Work

TRUE if used for Work, else FALSE

CQ

DN

EK

Use Physical

TRUE if used for Physical, else FALSE

CR

DO

EL

Use Postal

TRUE if used for Postal, else FALSE

CS

DP

EM

Address Service Type ID

For Postal Service Type Only

PO – Postal

PVT – Private Bag

PNET – Postnet Suite

STREET – Street

Only use for example PO, STREET etc. and not the full description

CT

DQ

EN

Correspondence Address

TRUE if this address should be used as the employee’s correspondence address. Else FALSE.

CU

DR

EO

Unit Postal Number

If the address being added is a street address and is in a complex, enter the unit number of the complex. If it is a postal number, do not use this field, rather use the Postal Address Number field.

CV

DS

EP

Complex

If the address being added is in a complex, enter the complex name.

CW

DT

EQ

Level Floor

If the address being added is on a certain level or floor of a building, enter the level or floor.

CX

DU

ER

Block

If the address being added is in a certain block of buildings, enter the block number.

CY

DV

ES

Street Number

If the address being added is a street address, enter the street number.

CZ

DW

ET

Street Farm Name

If the address being added is a street address or a farm, enter the street name or the farm name. This is a mandatory field for a physical address.

DA

DX

EU

Suburb District

For all address type fields, enter the suburb or district of the address. Either the Suburb/District field or the City/Town field should be completed.

DB

DY

EV

District ID

Enter the applicable district. This is an optional field.

DC

DZ

EW

City Town

For all address type fields, enter the city or town of the address. Either the Suburb/District field or the City/Town field should be completed.

DD

EA

EX

Province

Enter the applicable province. This is an optional field.

DE

EB

EY

Postal Code

Enter the postal code. This is a mandatory field.

DF

EC

EZ

Postal Agency

The Postal Agency field is optional for any third parties involved, for example, Postnet.

DG

ED

FA

Postal Office

Enter the post office name where the employee collects their post from.

DH

EE

FB

Postal Address Number

If the address is a postal address, enter the postal number of the PO Box or suite.

DI

EF

FC

Other Service Type

If there are not sufficient Address Service Type field options from the drop-down list, you can use the Other Services Type field by entering the required information.

DJ

EG

FD

Care of

TRUE the box if the employee does not have a postal address, but makes use of someone else’s. Else FALSE.

DK

EH

FE

Care of Name

Indicate the name of the person who will be receiving the post on behalf of the employee.

DL

EI

FF

Country code

Enter the applicable country code from the predefined list. For example, ZAF for South Africa.

 

When all fields are completed and/or updated the sheet can be Saved and Closed.

3.  Importing the Batch

 

 

 

 

 

 





 

 

 

 


 

 

4.  Verify the Batch


 

 

 

 

 

NOTE: Only employees without errors will be updated.  If any errors are detected, rectify the data in the Excel sheet, then import and verify again.

 

5.  Processing the Batch


 

 

 

Alert:

NOTE: After processing the batch, please ensure that the fields are updated correctly on the Employee Detail Screen.

 

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