Loading Employee Compensation Information

Does not apply to the Position budget detail

  To load compensation information to employees:

  1. Identify the member and entry names associated with employee and compensation element-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
<LINEITEM("Element Changes")>,HCP,"BegBalance,Local,Pharmacy,Budget,Stage 1,FD_3,No Year,""Fisher, Claire"",Clerk_1",Spouse,2000,3000,01-01-2010, 12-31-2010,Yes,Yes,FirstPeriod,
    Semi_Annual
<LINEITEM("Element Changes")>,HCP,"BegBalance,Local,Dental,Budget,Stage 1,FD_4,No Year,""Fisher, Claire"",Clerk_1",Spouse,1500,2000,01-01-2010, 12-31-2010,Yes,Yes,FirstPeriod,
    Semi_Annual

  4. Customize the data in the Point-of-View column, and the compensation data to load. For example, replace Pharmacy, Fisher, Claire, and Clerk_1 to represent the appropriate benefits, employee, and position.

  5. Specify the compensation data and values to load such as option value, start date, and if the compensation is taxable.

  6. Save the file in CSV format.

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

  8. In the application, review compensation element tabs (benefits, for example) to ensure that data loaded correctly See Verifying Data Loads.

  9. Run it in the production environment. See Running Load Files .