Loading Compensation Elements

  To load compensation elements:

1. Review the member and entry names associated with these Smart Lists:

   Table 28. Compensation Element Smart Lists

   Smart List	Associated Member Names
   Yes_No	Options Based
   Payment_Terms	Payment Terms Input
   Element_Type	Value Type Input
   Yes_No	Allow Value Change Input
   Element_Type	Maximum Value Type
   Earning_Type	Earning Type Input
   Frequency	Payment Frequency Input
   Yes_No	Taxable Component
   Yes_No	Follows Salary Allocation
   HR_Budget_Set	Budget Set (Optional)

2. Create a file in a tool such as Microsoft Excel. Note: Although you can use a text editor, it is best to use a spreadsheet program to customize the sample code, because some text editors may not maintain the necessary line breaks.

3. Copy and paste this code into the file:

   Budget Item,Data Load Cube Name,Point-of-View,Options Based,Payment Terms Input,Value Type Input,Allow Value Change Input,Maximum Value Type,Maximum Value,Earning Type 
   Input,Payment Frequency Input,Required Element Input,Taxable Component,Element Start Date,Element End Date,Follows Salary Allocation
   Unspecified Budget Item,HCP,"BegBalance,Local,Benefit 1,Budget,Stage 1,Unspecified Entity,No Year,Vacancy,Default Position",	Yes,Semi_Annual,Amount,No,Percentage,Gross_Pay	FirstPeriod,Yes,01-01-2010,01-01-2011,Yes
   
   

4. In the Point of View column, replace Benefit 1 with the compensation element to load (additional earning, employer-paid tax and so on), and replace Budget and Stage 1 with the scenario and version of the budget to which to load data.

5. Replace data to identify the value of the compensation element to load, how it is paid, when it is paid, and the dates during which it is effective.

   Example: You want to load a nontaxable mental health care benefit valued at $900, that does not change, does not have options, and is paid as part of salary once a year on January 1. You want the benefit to follow the default salary allocations and take effect on July 1, 2012. To load the benefit, specify:

   Budget Item,Data Load Cube Name,Point-of-View,Options Based,Payment Terms Input,Value Type Input,Allow Value Change Input,Maximum Value Type,Maximum Value,Earning Type Input,Payment Frequency Input,Required Element Input,Taxable Component,Element Start Date,Element End Date,Follows Salary Allocation
   Unspecified Budget Item,HCP,"BegBalance,Local,Pharmacy,Budget,Stage 1,Unspecified Entity,No Year,Vacancy,Default Position",No,Annually,Amount,No,,,Gross_Pay,
   FirstPeriod,Yes,No,07-01-2012,,Yes
   

6. Save the file in CSV format.

7. Perform a test run of the CSV file. See Testing Load Files.

8. Open the application, and ensure that compensation elements and details load properly. See Verifying Data Loads.

9. After confirming that the file loads compensation data correctly, run it in the production environment. See Running Load Files .