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