Winshuttle
Winshuttle is a data movement tool that enables OFM to upload data from Excel to HRMS through a pre-built Excel file. We call these Excel files Winshuttle scripts.
Who can use Winshuttle?
HRMS users assigned the Personnel Administration Processor role, Payroll Processor role, or Organizational Management Processor role can contact OFM to request a Winshuttle upload to HRMS.
What is the Process for me to Request a Winshuttle Script Upload?
1. Download and complete the spreadsheet for the desired script.
Note: OFM does not validate your data before or after running the updates. Prior to sending in your request, verify the personnel numbers, position numbers, and organizational unit numbers belong to your agency on the effective date for the update.
2. Send the completed spreadsheet to HeretoHelp@ofm.wa.gov outlining in the request:
- The reason for the mass updates.
- The approximate number of records.
- Your preferred upload goal date. Note: OFM cannot guarantee same day processing.
After OFM completes the upload, they will send you the completed spreadsheet to validate. If there are errors, manual updates may be necessary.
If you do not see the Winshuttle Script you need, please follow the HRMS Standard Change Request process to request a new Winshuttle script creation.
Which Winshuttle Scripts are Available?
If your agency has 30 or more data updates to process, one of the following scripts may be used:
| Transaction | Infotype | Script Name | Use | Spreadsheet |
|---|---|---|---|---|
| PA30 | 0001 | Organizational Assignment Create | Use this script when you need to update the employee Organizational Assignment Infotype 0001 to display the correct Position, Job, Organizational Unit data when updates the Position, Job, Organizational Unit Titles and relationships have been created on the Org Management Side. | PA30_IT0001_Create_Save.xlsx |
| PA30 | 0001 | Organizational Assignment Org Key Update | Use this script to update the Org. Key field on the Organizational Assignment Infotype 0001. | PA30_IT0001_OrgKey-1.xlsx |
| PA30 | 0001 | Organizational Assignment Personnel Subarea Update | Use this script to update the Personnel Subarea for an employee. | PA30_IT0001_Personnel_Subarea_Update-1.xlsx |
| PA30 | 0001 | Organizational Assignment Time Admin Code Update | Use this script to update the Time Administrator field on the Organizational Assignment Infotype. If the Administrator for Time Recording field is left blank the script will delete existing codes. | PA30_IT0001_Time_Admin_Code_Update-1.xlsx |
| PA30 | 0001 | Organizational Assignment Update Personnel Subarea | Use this script to update an employee's personnel subarea. | PA30_IT001_Copy_Update_Personnel Subarea-1.xlsx |
| PA30 | 0002 | Personal Data-Gender IdentityUpdate | Use this script to update the Gender Identity Field on Personal Data Infotype 0002. | PA30_IT0002_Gender_Identity.xlsx |
| PA30 | 0007 | Planned Working Time Update | Use this script to change the Work Schedule Rule in Planned Working Time IT0007. | PA30_IT0007_Copy_Update.xlsx |
| PA30 | 0007 | Planned Working Time-ACA Status Code Update | Use this script to copy a new Planned Working Time IT0007 record with ACA Status Code for several employees. NOTE: You will need to also include the employees current work schedule rule. When copying a planned working time record, the new record defaults to FULL |
PA30_IT0007_Copy_ACA_Status_Code-1.xlsx |
| PA30 | 0007 | Planned Working Time-EEPercentage Update | Use this script to update Employee Percentage in Planned Working Time IT0007. | PA30_IT0007_EEPercentage_Copy_Update.xlsx |
| PA30 | 0008 | Basic Pay - Next Increase Date Update | Use this script to copy the existing Basic Pay Infotype 0008 record and enter the next increase date | PA30_IT0008_NextIncrease-1.xlsx |
| PA30 | 0008 | Basic Pay- Additional Wage Types Delete | Please contact the OFM- Helpdesk if you want to use this script. Use this script to delete additional Wage Types from the Basic Pay Infotype 0008. This script will delete up to 4 additional Wage Types on Basic Pay. | PA30_IT0008_Delete_Additional_Wage_Types-1.xlsx |
| PA30 | 0008 | Basic Pay Create | Use this script to create a new basic pay record for an employee. All fields are required except the Next Increase Date. This script will will not work for Basic Pay records that are set up as pay grades (example: WMS). |
PA30_IT0008_Create-1.xlsx |
| PA30 | 0008 | Basic Pay Update | Use this script to update an existing basic pay record for employees that are on a payscale. This script will update the reason for changing master data, Pay Scale Type, Pay Scale Area, Pay Scale Group, Pay Scale Level. This script does not include the next increase date and will not work for Basic Pay records that are set up as pay grades (example: WMS). |
PA30_IT0008_Copy_Update_PSGROUP_PSLEVEL-1.xlsx |
| PA30 | 0008 | Basic Pay-Add Additional Wage Types Update | Use this script to update an existing basic pay record with additional wage types. | PA30_IT0008_AssnPayFlex-1.xlsx |
| PA30 | 0008 | Basic Pay-Directly Valued Employees Update | Use this script to update the annual salary of Directly Valued employees ONLY . If an indirectly employee is run with this script it will change the Value from Indirect to Direct. | PA30_IT0008_Update_Directly_Valued_Employees-1.xlsx |
| PA30 | 0008 | Basis Pay -Capacity Utilization Level and Working Hours per Payroll Period Update | Use this script to update the Capacity Utilization Level and Working Hours per Payroll Period on IT0008. The Working Hours per Payroll Period will need to be manually calculated. To calculate, Multiply 87 by the Capacity Utilization Level percentage. Example: 87.00 x 80% = 69.60 NOTE: Setting the Capacity Utilization Level below 100% may erroneously reduce the employee’s additional pay wage types. |
PA30_IT0008_CapacityUtilityLevel_and_WorkHours_Period_Copy_Update.xlsx |
| PA30 | 0014 | Recurring Payments/Deductions Change End Date | Please contact the OFM- Helpdesk if you want to use this script. Use this script to change the end date of a record. If there are multiple wage types, this script will select the most recent record and update the end date. | PA30_IT0014_Change-1.xlsx |
| PA30 | 0014 | Recurring Payments/Deductions Create | Use this script to create Recurring Payments/Deductions records for employees. The Assignment number field is not required. |
PA30_IT0014_Create-1.xlsx |
| PA30 | 0015 | Additional Payments Create | Use this script to Create an Additional Payments Infotype record. This script will only work for Wage Types that you have to enter an amount. It will not work for scripts that you enter hours. | PA30_IT0015_Create-1.xlsx |
| PA30 | 0015 | Additional Payments Create with Assignment | Use this script to Create an Additional Payments Infotype record to include an assignment number. This script will only work for Wage Types that you have to enter an amount. It will not work for scripts that you enter hours. | PA30_IT0015_Create_WithAssignment-1.xlsx |
| PA30 | 0015 | Additional Payments Delete | Use this script to delete wage types in IT15 within date range | PA30_IT15_Delete-1.xlsx |
| PA30 | 0019 | Monitoring of Task Update the Processing Indicator Status | Use this script to update the Processing Indicator Status on the Monitoring of Task Infotype 0019. | PA30_IT0019_Change_Processing_Indicator_Status-1.xlsx |
| PA30 | 0027 | Employee Cost Distibution Create | Use this script to create IT0027 records for employees. The end-date defaults to 12/31/9999 | PA30_IT0027_Update-1.xlsx |
| PA30 | 0027 | Employee Cost Distibution Create with End Dates | Use this script to create IT0027 with end date records for employees. | PA30_IT0027_Update_End_Date-1.xlsx |
| PA30 | 0040 | Objects on Loan Create | Use this script to create the Object on Loans (IT0040). | PA30_IT0040_Create-1.xlsx |
| PA30 | 00041 | Date Specifications Update | Use this script to update the Date Specifications Infotype . | PA30_IT0041_Update-1.xlsx |
| PA30 | 0077 | Additional Personal Data Create | Use this script to create a new Additional Personal Data Infotype 0077 record. Do not leave any blank fields in this script. If there are no values to enter, key in \ in the field. For columns that require and X make sure it is capitalized. |
PA30_IT0077_Create.xlsx |
| PA30 | 0081 | Military Service Create | Use this script to create a Military Status Infotype IT0081 Record. After this record is saved, there is a dynamic action to create a Time Specification/Employ. Period Infotype IT0552 record. If you have the Start Date of IT0552 and End Date of IT0552 but no Duration of imputation in years, months and Days, enter the start and end dates and leave the Duration of imputation in years, months and Days columns blank. You will need to manually complete the Time Specification/Employ. Period Infotype IT0552 record at another time. If there are no Start Date of IT0552, End Date of IT0552, Duration of imputation in years, months and Days, leave the coulmn blank. You will get a error message to "Fill out all required entry fields" but the IT0081 record will be created. You will need to manually complete the Time Specification/Employ. Period Infotype IT0552 record at another time |
PA30_IT0081_Create.xlsx |
| PA30 | 0094 | Residence Status Commercial Driver's License (CDL) Create | Use this script to create Resident Status Records IT0094 for agencies that have employees who have a Commercial Driver's License (CDL). The use of the ID type BA - U.S. Drivers License w/photo has been approved to store this data in HRMS to be compliance with U.S. Department of Transportation, Federal Motor Carrier Safety Administration regulations effective January 6, 2020. | PA30_IT0094_Create_Drivers_License.xlsx |
| PA30 | 0105 | Email Address Update | Use this script to update employee email addresses on the Communications Infotype 0105, Subtype 0010. | PA30_IT0105_SType_0010_Update-1.xlsx |
| PA30 | 0234 | Add. Withh. Info. US Update | Use this script to update Add. Withh. Info. US Infotype 0234 records with L&I Code for employees that already have a valid IT0234 record. The script defaults the end date to 12/31/9999. | PA30_IT0234_Copy_Update-1.xlsx |
| PA30 | 0416 | Time Quota Compensation Create | Use this script to create a Time Quota Compensation record for an employee. | PA30_IT0416_Create_Quota_Compensation-1.xlsx |
| PA30 | 2006 | Absence Quotas Change | Use this script to change the Quota Deduction Date for mass updates when adding a specific quota type. It should not be used to update multiple quota types. | PA2006_Change.xlsx |
| PA30 | 2010 | Employee Remuneration Info Create | Use this script to create Employee Remuneration Info IT 2010. | PA30__Create_Employee_Remuneration-1.xlsx |
| PA30 | 2013 | Quota Corrections Create | Use This Script to create Quota Corrections. Default options are to Increase generated entitlement and Transfer collected entitlement immediately. | PA2013__Create.xlsx |
| PA30 | 9105 | Employee Duty Station Create | Use this script to create the employee Duty Station Infotype with the UFI code. This only needs to be created if there is a need to override the employee's position UFI code. |
PA30_IT9105_CREATE-1.xlsx |
| PA30 | 9106 | Employee Telework/Flexible Work Create | Use this script to update an employee Telework/Flexible work status. If Flex Hours are not needed for the employee, use the script: Employee Telework/Flexible Work without Flex Hours |
PA30_IT9106_Create-1.xlsx |
| PA30 | 9106 | Employee Telework/Flexible Work without Flex Hours | Use this script to update an employee Telework/Flexible work status. This script does not include the Flex work hours fields. If Flex Hours are needed for the employee, use the script: Employee Telework/Flexible Work Create |
PA30_IT9106_Create_NoFlexHours-1.xlsx |
| PA40 | Appointment Change Action Update Employee Subgroup | Use this script to update the Employee Subgroup for an employee. Note: This script should only be used for employees that their current Employee Subgroup is remaining hourly or monthly. If the employee is currently monthly and the Employee Subgroup is changing to hourly or currently hourly and the Employee Subgroup is changing to monthly, the Planned Working Time (IT0007) and the Basic Pay (IT0008) will need to be manually updated. | PA40_Appointment_Change_Change_EE_Subgroup-1.xlsx | |
| PO10 | 1001 | Org Unit to Cost Center Relationships Create | Use this script to create org unit to cost center relationships. | PP01_Org_to_Cost_Center_Rel-1.xlsx |
| PO13 | 1001 | Position to Org Unit Relationship Update | Use this script to update Position to Org Unit Relationships. | PP01_IT1001_Position_To_ORG_REL-1.xlsx |
| PO13 | 1001 | Position to Person Relationship Update | Use this script to update Position to Person relationships. | PP02_PositionToPersonRelationship-1.xlsx |
| PO13 | 1001 | Position to Position Relationship Update | Use this script to update Position to Position relationships | PP01_IT1001_Position_To_Position_REL-1.xlsx |
| PO13 | 1002 | Position Description Create | Use this Script to create Org Unit or Position Description Infotype IT0002. | PP02_IT1002_Create_Description-1.xlsx |
| PO13 | 1005 | Position Planned Compensation-Pay Grade Create | Use this script to create a Position Planned Compensation Infotype 1005 for positions that are related to job classes that are set up with a pay grade. | PP02_IT1005_Create_Position_PayGrade-1.xlsx |
| PO13 | 1005 | Position Planned Compensation-Pay Scale Create | Use this script to create a Position Planned Compensation Infotype 1005 for positions that are related to job classes that are set up with a pay scale. | PP02_IT005_Create_Position_PayScale-1.xlsx |
| PO13 | 1008 | Position Account Assignment Features Update | Use this script to update the position Account Assignment Features. | PO13_IT1008_Copy-1.xlsx |
| PO13 | 1011 | Position Work Schedule- Percentage Update | Use this script to copy a positions current Work Schedule record and update the percentage on IT1011. | PP02_IT1011_WorkSchedule_Copy_Update_PositionPercentage.xlsx |
| PO13 | 1013 | Position Employee Group/Subgroup Update | Use this script to update position Employee Group and Employee Subgroup. | PP02_IT1013_Update-1.xlsx |
| PO13 | 1018 | Position Cost Distribution Create | Use this script to create cost distribution for positions. The end date defaults to 12/31/9999 | PP02_1018_Update-1.xlsx |
| PO13 | 1028 | Position Address UFI and Optional Fields Create | Use this script to create the position address Infotype with UFI code and other optional fields. | PP02_IT1028_Create_Address_All_Fields-1.xlsx |
| PO13 | 1028 | Position Address UFI and Optional Fields Update | Use this script to update the position address Infotype with UFI code and other optional fields. | PP02_IT1028_Copy_Address_All_Fields-1.xlsx |
| PO13 | 1028 | Position Address UFI Create | Use this script to update the position address Infotype with UFI code. | PP02_IT1028_Create_UFI-1.xlsx |
| PO13 | 1028 | Position Address UFI Update | Use this script to update the position address Infotype with UFI code. | PP02_IT1028_COPY_UFI-1.xlsx |
| PO13 | 1660 | Position Job Attributes - Duty Station County Code Create | Use this script to update the position Duty Station County Code on the Position Job Attributes Infotype IT1660. | PP02_IT1660_Create_Duty_Station_CountyCode.xlsx |
| PO13 | 9901 | Position Telework/Flexible Work Status Create | Use this script to create the Telework/Flexible Work status for a position. | PP02_IT9901_Create-1.xlsx |
| PP02 | 1000 | Organizational Management Object Name Only Update | Use this script to copy an Org Management Object and update the title. This script will not update the abbreviation. |
PP02_IT1000_Copy-1.xlsx |
| PP02 | 1000 | Organizational Management Object Update | Use this script to update the Object abbreviation and Object name for Organizational Management Object 1000 Infotype records. | PP02_1000_Create_Obejct.xlsx |
| PP02 | 1001 | Organizational Management Relationships Create | Use this script to create Org Management Relationships. | PP02_IT1001_Copy_ORG_Managment_Relationships-1.xlsx |
| PP03 | Position Create Pay Grade | Use this script to create new positions that have the planned compensation set up as Pay Grade (WMS, EMS). This script will not update the Position to Position relationship or the Description Infotype . These update will need to be made after the position is created. This script will only update one line of cost coding on the Cost Distribution Infotype . If there are multiple lines needed. Only enter the agency default coding and use the script Position Cost Distribution Create to update the multiple lines of cost coding after the position is created. After the position is created, the new Position object ID will display in the New Position Object ID PM0D1-SEARK column. |
PP03_Create_Position_PayGrade-1.xlsx | |
| PP03 | Position Create Pay Scale | Use this script to create new positions that have the planned compensation set up as Pay Scale. This script will not update the Position to Position relationship or the Description Infotypes. These update will need to be made after the position is created. This script will only update one line of cost coding on the Cost Distribution Infotype . If there are multiple lines needed. Only enter the agency default coding and use the script Position Cost Distribution Create to update the multiple lines of cost coding after the position is created. After the position is created, the new Position object ID will display in the New Position Object ID PM0D1-SEARK column |
PP03_Create_Position_PayScale-1.xlsx |