Refresh Options for the Refresh Workforce Compensation Data Process

Here's a comprehensive list of the refresh options you can select when you run the Refresh Workforce Compensation Data process. Because of the interconnectedness of workforce compensation plan objects and worksheet columns, frequently selecting one option also selects other options.

Option	Description
Full refresh	When you select this option, you also select all other refresh options except the last few. You don't refresh active plan data, currency conversion rates, or terminated worker data using the process date. You do refresh everything else.
Refresh HR data	Refresh all person and HR-related data, except the primary plan manager. Refresh the summary section totals of the plan worksheets and the predefined alerts. Also refresh all alerts and dynamic worksheet columns with the Refresh Data triggering event selected.
Refresh base and eligible Salary	Refresh base salary, salary basis, salary range columns, and any related data stored in the workforce compensation tables. This stored data includes base salary frequency, adjusted salary, FTE salary, and compa-ratio. Refresh default values for eligible salary and local currency if using input currency, the summary section totals of the plan worksheets, and the predefined alerts. Also refresh all alerts and dynamic worksheet columns with the Refresh Data triggering event selected.
Refresh column defaults	Refresh column defaults for the plan worksheets, the summary section totals of the plan worksheets, and the predefined alerts. Also refresh all alerts and dynamic worksheet columns with the Refresh Data triggering event selected. Recalculate eligible salary derived using a formula or dynamic column. Don't override existing column values that aren't from HR and don't have a column default or dynamic calculation defined.
Refresh assignment segments data	Refresh the external data used to configure the assignment segments. Also refresh the dynamic worksheet columns with Default value subject to refresh selected.
Refresh primary manager hierarchy	Refresh the primary plan manager and rebuild the corresponding hierarchy. Also refresh the summary section totals of the plan worksheets and the predefined alerts
Refresh secondary manager hierarchy	Refresh the secondary plan manager and rebuild the corresponding hierarchy. Also refresh the predefined alerts.
Refresh other reviewer hierarchy	Refresh the other reviewers and rebuild the corresponding hierarchy. Also refresh the predefined alerts.
Reevaluate eligibility	Re-evaluate the plan-level and component-level eligibility of everyone already included in the plan, which if you track ineligible people, might change their eligibility status. Also refresh the summary section totals of the plan worksheets, and all alerts and dynamic worksheet columns with the Refresh Data triggering event selected. If you don't track ineligible people and want to add eligible people to the plan, use the Start Workforce Compensation Cycle process.
Reevaluate assignment segment eligibility	Re-evaluate people's eligibility for the assignment segment. Also refresh the dynamic worksheet columns with Default value subject to refresh selected.
Reevaluate limited eligibility	Re-evaluate which plan managers have a status of Limited. Refresh the summary section totals of the plan worksheets, the predefined alerts, and all alerts with the Refresh Data triggering event selected. Also refresh the dynamic worksheet columns with Default value subject to refresh selected or the Refresh Data triggering event selected.
Refresh due dates	Refreshes due dates set in the plan cycle configuration, including the hierarchy due dates.
Refresh dynamic columns for assignment segments	Refresh the dynamic worksheet columns for assignment segments with Default value subject to refresh selected.
Refresh dynamic columns and alerts	Refresh the summary section totals of the plan worksheets and all alerts and dynamic worksheet columns with the Refresh Data triggering event selected.
Refresh predefined alerts	Refresh the predefined alerts.
Refresh summary totals	Refresh the period totals in the summary section of the plan worksheets. The refresh includes the total count and eligible counts for all managers and their direct reports.
Refresh terminated worker data using process date	Refresh terminated people's HR data using the batch process date.
Refresh active plan data	Refresh the compensation components and component post as salary option. Also refresh the configuration data of the budget pool for the plan and period. Budget pool data includes status, budgeting style, submit mode, and approval mode.
Refresh currency conversion rates	Refresh the conversion rate data for the plan and period as of the refresh date.
Lock worksheet while the process runs	Prevents people from changing their worksheets and possibly introducing data corruptions, while their worksheets are getting refreshed. If you submit the refresh process without this option selected, people can make changes during the refresh.