UPDOC Templates for COMPAS

UPDOC Templates

UPDOCs allow users to load and submit multiple transaction entries to COMPAS by using specific Excel spreadsheet templates. This process converts the uploaded templates into system transaction documents which then route for review and approval.

Please note: These templates are only available for use in the COMPAS test environment.

UPDOC Template Instructions

Please be advised that UPDOC templates must not be altered or modified in any way aside from user data entry.

For a successful UPDOC experience, you must first DOWNLOAD the template to Excel (.xlsx) on your local computer and use that clean, unmodified version for your transactions.

• Do not add, delete, rename or rearrange any tabs.

• Do not add, delete, rename or rearrange any columns.

• Do not modify any protected or hidden fields.

Using a modified template is the most common cause of UPDOC upload failures.

Completing the spreadsheet:

• The spreadsheet contains two tabs. Screen reader users may navigate between tabs by pressing Control + Page Up or Page Down.

• Some fields contain dropdown menus. These can be opened by pressing Alt + Down Arrow.

• Fill in data as needed or required, beginning with Transaction Name, Record Date, etc.

• The spreadsheet will validate to ensure data does not exceed system field maximum lengths and that the required fields are populated.
  NOTE: All fields with an asterisk in the header are required.

• Columns may be hidden or resized for ease of use and entry, but should never be deleted.

• Entry of dates must use mm/dd/yyyy format.

• The maximum number of rows is 1000. Additional data should be populated and loaded in subsequent spreadsheets.

Uploading to the system:

1. Log into COMPAS.

2. Type 'UPDOC' in the Global Search bar.

3. Click 'Upload Spreadsheet' in the upper right-hand side of the page.

4. Drag the UPDOC file to the drop zone or click 'Browse' to locate your UPDOC file. Enter the appropriate transaction code in the Transaction Code field.

5. Click 'Upload'.

Confirm the load:

1. Log into COMPAS.

2. Type 'UPDOC' in the Global Search bar.

3. Locate your spreadsheet by User ID and file name. This view will show weather or not the file was processed successfully.

4. Once located, click the three-dots on the right side of the line, select Related Pages, select View Logs to see your entries. Select individual entries to see transaction data and specific errors encountered during processing.

Additional Information

• Additional templates will be released for use during the implementation. 

• Errors may vary. If COMPAS does not provide adequate information in the error notification, please email SoC_COMPAS@state.co.us with User ID, file name, time of upload for additional assistance.

Transaction Templates

LDPM - Labor Distribution Profile Management - v1 (Jan 2026)
Use this template to create or modify Labor Distribution Profiles (replacing Accounting Templates as the tool used to allocate payroll expenses).

OTDED - One-Time Deduction - v1 (Jan 2026)
Use this template to create one-time deductions for employees to process on the next scheduled payroll.

OTPAY - One-Time Payment - v1 (Jan 2026)
Use this template to create one-time payments for employees to process on the next scheduled payroll.