tada 2

Subject: Luke – Task 1 & 2 status and open items

Hi Akshay,

Thanks for the additional census files. Task 2 is built — file attached. A few items need your input before I finalize.

[Attach: Luke – Transitioned Caregiver Master List_6-16-2026.xlsx]

Employee ID and EDL
Pulled Employee ID and the EDL components from the three EXTERNAL census tabs, matched on name. EDL is built as Entity (Finance GL Entity) – Department Code – Location. I included two versions: option A uses the Finance Cost Center Location field, option B uses the numeric extracted from the HR location code. Please confirm which you want as final.

I have left the lookups as live formulas rather than pasting as values, so the columns can be adjusted easily if any mapping needs to change.

Items to flag:

  1. 152 caregivers appear in the drops files but not in any of the three census tabs, so they have no Employee ID or EDL. I kept them in the list and marked them Keep-noID rather than dropping them. Let me know if you can provide census coverage for these.
  2. For 94 rows the Department Code differs between the census and the drops file. I built EDL using the census value. Please confirm the census is authoritative for EDL, or if the drops/transition-time department should be used instead.
  3. I added a dedup flag column (Keep / Drop / Keep-noID) rather than deleting duplicates outright, given the no-ID rows. Duplicates are flagged Drop keeping the earliest Transition Date. Let me know if you’d like the Drop rows removed.

No source files were modified.

Best,
Alan

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