Optionee Master File
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The Optionee Master File (files with extension om.csv) contains employee level information for Optionees. This file provides information that is used for Optionee identification with the Grant management User Interface.
The data identifies each Optionee ID along with many optional optionee information as seen by the listed fields below. 




Insertions and Modifications
Upload file can contain both new records, and updates to existing records.
A row is uniquely identified by the Optionee ID.

If there is already an Optionee ID in the list being loaded, the new values take effect, and the system will assume that the last record is supposed to update the previous record.  The previous record(s) will be lost and no validation error will be reported.


Deletions
To delete a Optionee ID, you can add a record in an acceptable .CSV file format that contains only Optionee ID.

Deletion records can be in the same file as insertion and modification records.



File Format
Field Name
P =Required
Field Type

Sample Field
Description
OptioneeID
P
Alpha-Numeric (40)
12345
The Optionee ID for this Optionee
Employee Number
 
Alpha=Numeric (10)
12345
This is the employee number, usually not the Social Security number.
 
First Name
 
 
Alpha-Numeric (40)
John
Employee’s first name
Middle Name
 
Alpha-Numeric (40)
 
R
The Employee middle name or middle initial
Last Name
 
Alpha-Numeric (40)
Doe
Employee Last Name
Email Address
 
Alpha-Numeric (60)
 
Employee Email Address
Address Line 1
 
Alpha-Numeric (40)
 
Employee Address Line 1
Address Line 2
 
Alpha-Numeric (40)
 
Employee Address Line 2
Address Line 3
 
Alpha-Numeric (40)
 
Employee Address Line 3
Address Line 4
 
Alpha-Numeric (40)
 
Employee Address Line 4
Address Line 5
 
Alpha-Numeric (40)
 
Employee Address Line 5
City
 
Alpha-Numeric (40)
 
Employee Address City
State
 
Alpha-Numeric (4)
 
Employee Address State or Province
Postalcode
 
Alpha-Numeric (10)
 
The Zip Code or Postal Code
Country
 
Alpha-Numeric (40)
 
Country Name
Phone
 
Alpha-Numeric
(30)
 
Optionee Phone Number
Proxy Reporting Flag
 
Alpha-Numeric (1)
 
For future use in producing Proxy reporting.
Hire Date
 
Date
 
Employee Hire Date
Birth Date
 
Date
 
Employee Date of Birth
Termination Date
 
Date
 
Employee Termination Date
Employee Indicator
 
Alpha-Numeric (22)
 
Employee or Non-Employee The Employment Status is EMPLOYEE or NONEMPLOYEE

This field is optional and informational only and is not used for calculations.



Examples
To properly load, fields in each row of the file must be in the following sequence:
OptioneeID, Employee Number, First Name, Middle Name, Last Name, Email Address, Address Line 1, Address Line 2, Address Line 3, Address Line 4, Address Line 5, City, State, Postalcode, Country, Phone, Proxy Reporting Flag, Hire Date, Birth Date, Termination Date, Employee Indicator


An example of valid lines in an Optionee Master File are as follows:
12142568, 6854AD45, John, Joseph, Smith, jjsmith@jjs.com, #1 Podunk Ave, Suite #23, Second Floor, , , Podunk, Arkansas, 72207, USA, 5556667777, , 01/01/2010, 01/01/1954, , EMPLOYEE