To load compensation element data:
Identify the member and entry names associated with compensation element Smart Lists. See Frequently Used Public Sector Planning and Budgeting Smart Lists.
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.
Copy and paste this code into the file:
Budget Item,Data Load Cube Name,Point-of-View,Options,Option Value,Option Start Date,Option End Date,Maximum Value <LINEITEM("Element Changes")>,HCP,"BegBalance,Local,No Year,Pharmacy,Budget,Stage 1,Unspecified Entity,Vacancy,Default Position",Self,2000,04-01-2011,,3000In the Point-of-View column, replace budget and stage 1 with the name of the budget stage and version to which to load compensation details.
Specify the benefit that you are loading, and all benefit details such as option value, start date, and maximum value.
In the appropriate columns, specify data such as the options for the compensation element, its maximum value, and when the compensation element settings are effective.
Example: To specify that benefit 5 has value of $2,000, a maximum value of $3,000 that cannot be exceeded, applies to an employees spouse and children, and is effective on April 1, 2011, specify:
<LINEITEM("Element Changes")>,HCP,"BegBalance,Local,Benefit 5,Budget,Stage1, Unspecified Entity,Vacany,Default Position",Spouse and Children,2000,
04-01-2011,,3000Perform a test run of the CSV file. See Testing Load Files.
In the application, ensure that the compensation elements loaded correctly. See Testing Load Files.
After confirming that the CSV file loads compensation data correctly, run the file in the production environment. See Running Load Files .