Processing Loaded HRMS Data

Use the Process loaded human resources data task to process these effective dates loaded from HRMS, in order to calculate period-level status and FTEs in applications:

Note:

For the Employee budget detail, performing this procedure activates job codes to which employees are assigned. If the job codes are not associated with employees, activate the jobs later.

Running Process loaded human resources data ensures that the position or employee is active between these dates, and that the respective Planning period's status is updated accordingly.

  To process loaded human resource data:

  1. Select View, and then select Basic Mode.

  2. Expand Budget Administration, and then Process loaded human resources data.

  3. Accept the defaults, and then click Launch.

  4. Specify the following to identify the budget in which to use loaded effective-dated data at the period level:

    • Entity—Department or cost center

    • Version—Budget iteration or stage. For example, if the scenario is forecast, worst case could be a version.

    • Scenario—Budget type, such as baseline or forecast

  5. Click Launch.