Loading Position Compensation Information

Does not apply to the Employee budget detail

  To load compensation information to positions:

  1. Identify the member and entry names associated with position and compensation-related Smart Lists. See Frequently Used Public Sector Planning and Budgeting Smart Lists.

  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,Option Value,Override Option Value,Option Start Date,Option End Date,Taxable Component,Allow Value Change Input,
    Payment Frequency Input,Payment Terms Input

  4. Customize the data in the Point-of-View column. For example, replace Position1 with the position to which to load compensation data, and Entity1 with the cost center or department associated with the position. Replace Element 1 with the name of the compensation elements whose details you are loading to positions.

    Note:

    For the Employee budget detail, replace Position with Job Code.

  5. Specify position and compensation data such as option value, adjusted value, and if the element is taxed.

    Example: Effective March ,1 2012, you want to add a static mental health option (option 4) for $1,100.00 that cannot increase, to an existing health care benefit (benefit_1) assigned to a Fire Fighter position (Fire_1) in the Baltimore Municipal Fire Department (FD_3). This position is held by Mark Daniels. The benefit option is paid out in full on the first day or the first period (January 1) of each year and not taxed. You want to add this option to the first stage of the forecast budget. To load this data, specify:

    <LINEITEM("Element Changes")>,HCP,"BegBalance,Local,benefit_1,Forecast,Stage 1,FD_3,No Year,""Daniels, Mark"",Fire_1",Self,1100,,03-01-2012,,No,No,
    FirstPeriod,Annually

  6. Save the file in CSV format.

  7. Perform a test run of the file, and then ensure that it loaded compensation information to positions correctly in the application. See Testing Load Files and Verifying Data Loads.

  8. After verifying the data file, run it in the production environment. See Running Load Files .