Before loading General Ledger and HRMS source data, perform these tasks:
Create members for entities that represent HR organizations (business units, and departments, for example).
Create these items under Total Entity in the Entity dimension, enable them only on the HCP plan, and load position, employee and compensation data to these members.
If necessary, create members in a second hierarchy to represent separate General Ledger organizations (cost centers, for example) to which HR organization expenses are allocated. Create these General Ledger members under Total Entity in the Entity dimension, and enable them only on Plan 1, 2, 3, or the appropriate data source. Load General Ledger data against these members.
Note: | Do not enable the HCP plan type for General Ledger entities that you also use to capture operating expenses. Only enable the HCP plan for HR entities. In many cases, HR and General Ledger entities are the same. In this case, enable the HCP plan type, and the other plan types, for the entity. |
For information about creating dimensions and members, see “Working With Dimensions” in the Oracle Hyperion Planning Administration Guide.
Create dimensions or members for additional General Ledger segments or chart fields that you use in budgeting such as Program, Project, and Fund.
Create Smart Lists and entries to correspond to custom General Ledger dimensions and members that you create on Plan 1, 2, or 3 representing segments or chart fields for position, employee, and job allocations.
Ensure that these Smart List entries have corresponding members under Segment Information in the Accounts dimension.
Review the Required Smart Lists .
Create the Planning unit hierarchies and identify budget owners and reviewers who approve submitted budgets. See About Submitting Budgets for Approval and Chapter 10 of the Oracle Hyperion Planning Administrator's Guide.
Ensure that all Planning artifacts, such as scenarios and versions that are required for budgeting, exist . See Verifying Your Application Setup.
Specify the Essbase substitution variables later used to report on compensation and line budget data. See Substitution Variables.
Ensure that data load settings, particularly those for Budget Item, are correct. See Data Load Settings.
Load General Ledger and HRMS metadata, and then load data using one of these tools:
ERP Integrator. See Using ERP Integrator.
The Outline Load Utility. See Using the Outline Load Utility for Classic Applications.
Oracle Data Integrator Adapter for Planning
Oracle Hyperion Financial Data Quality Management Adapter for Planning, Fusion Edition
Oracle Hyperion Enterprise Performance Management System Lifecycle Management
Optional: Configure artifacts such as business rules, data forms, task lists, and validation rules to suit your budgeting requirements. See Customizing Provided Components.
Optional: Increase the default length for inputs in text and comment cells. See Text Fields for Increased Text Entry.
Define access to task lists and data artifacts. See Securing Applications.
Using Smart Lists, link salary and compensation budget dimensions in the HCP to operational expense dimensions in Plan 1, 2, or 3 to populate the line item budget. See Configuring the Line Item Budget.