Manage Task Worksheets in the Integrated Workbook

You can change workforce budget and compensation amounts using the integrated Microsoft Excel workbook. Download the current budget sheet and worksheet data, make your changes, and upload them to the application database.

Download the Workbooks

In the Workforce Compensation work area, on either the budget sheet or worksheet, click Prepare in Workbook to create the workbook. The export builds the workbook for your entire organization, not just the workers in the worksheet or the budget sheet. The workbook format and content is independent of anything you did to personalize the budget sheet or worksheet.

For example, the workbook doesn't apply the filters you set. It also doesn't freeze, hide or show, reorder or change the size, or sort columns and data to match the budget sheet or worksheet.

Edit Budget or Workbook Data

After the download completes, you can change data in cells with a white background. The workbook adds a symbol in the Changed cell to mark the rows where you changed or entered data in one of the white cells. When you upload your changes, the application recalculates the percentage of eligible salary column using the compensation amount you entered in the workbook.

The workbook doesn't change results of dynamic calculations and fast formulas when you change values that they use. The application recalculates the results after you upload your changes and refresh the page. The recalculation happens only if you have configured the calculations and formulas to recalculate when data changes on the worksheet.

Managers can choose either percentage or amount in the downloaded workbook if administrators enable the Configure Workbook action during setup.

Upload Budget or Worksheet Changes

When you finish, click Upload. The application uploads only those rows marked as Changed. It ignores any changes in cells without a white background.

Caution: Don't select the Upload and then immediately download option when prompted during an upload. The data that you uploaded then immediately download back into the workbook, hiding any errors that occurred during the upload.

Validate Changes

To see the updated data, leave the budget sheet or worksheet and then return. Or if your session expired, sign back in.

Resolve Errors

The upload process automatically updates the Status field in each workbook row. If there are errors that require review, the process:

1. Rolls back the change in the application.
2. Sets the workbook row status to Upload Failed
3. Continues to the next workbook row

To view and resolve an error:

1. Double-click Update Failed in the Status field.
2. Fix any data issues in the workbook.
3. Upload the latest changes.