Import External Compensation Data in the Integrated Workbook

You can enter and edit external compensation data, such as third-party or legacy data, using an integrated Microsoft Excel workbook. Then, upload the data into the application.

Before You Start

You might optionally want to create your own lookup codes if you find the two delivered codes too broad. For example, you might want to create lookup codes for pension or sales incentive data. Add a CMP_EXTERNAL_DATA_RECORD_TYPE lookup code using the Manage Lookups task in the compensation work area.

To use the imported data, you need to complete one or both of these tasks, either before or after the import:

• To use the external data in workforce compensation, configure one or more user-defined worksheet columns.
• To show external data in total compensation statements, create one or more compensation items with a source type of External Data.

Generate the Workbook

Create the external data workbook in the Compensation work area.

1. On the Tasks panel tab under Common Configuration, click Manage External Data.
2. On the Manage External Data page, click Prepare Import Spreadsheet to create the workbook.

Enter External Data

Add enough rows to accommodate your supplier's data. Copy the external compensation data and paste them into cells with a white background. The workbook adds a symbol in the Changed field to mark the rows that you added. Reordering or removing columns in the import file causes the upload process to fail.

Upload External Data

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 immediately download back into the workbook, hiding any errors that occurred during the upload.

Validate Changes

On the Manage External Data page search for and select the start date and record type, or other search criteria.

Resolve Errors

The upload process automatically updates the Status cell 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.

New uploads to existing data make date-effective changes to the data.