External Compensation Data

You can add compensation-related information from third-party and legacy applications, such as pension, annuity, royalty, and assignment segments. You can include this external data as default values in worksheet columns for workforce compensation plans.

You can also include it as compensation items in total compensation statements.

Person by Person or Many People at a Time

You can manually enter data for one person at a time using the External Data task in the Compensation work area. On the same page, you can use the Prepare Import Spreadsheet button to import external data for many people at a time.

Data to Add

Here's the data you add, regardless of method:

  • Record type
  • Start Date
  • End Date
  • Sequence Number
  • Currency
  • Columns, such as Column 01 and Column 02

To avoid difficulties when adding other data in the future, be sure to provide all relevant data, such as end date, sequence, and currency. For example, if you're external data includes amounts, you might need the currency to ensure calculations handle the amounts correctly.

Person-Level Data to Assignment-Level Data

You can add external data at the person or assignment level. Adding it at the assignment level lets you use assignment-level security. You can update personal-level external data to assignment-level using the Update Assignments process. The process updates the data to the primary assignment as of the start date for the external data record.