Employee Metadata
Customers in NetSuite can use Employee Planning Category values to group employees into different categories and create their own custom hierarchy. When you import Employee metadata to your Planning and Budgeting, the Employee Planning Category values are used to build the Employee metadata hierarchy.
You can define the Employee Planning Category on an employee record under the Custom subtab.
The Employee metadata hierarchy is built with the following logic:
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If an employee from NetSuite has an Employee Planning Category, the Employee Planning Category is used in your Planning and Budgeting as the parent.
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If an employee from NetSuite does not have an Employee Planning Category, the top-level employee is used in your Planning and Budgeting as the parent.
Related Topics
- Metadata Export to Planning and Budgeting
- Supported Metadata Saved Searches
- Supported Prefixes of Metadata Saved Searches IDs
- Item Metadata
- Vendor Metadata
- Location Metadata
- Accounts Metadata
- Class Metadata
- Customer Metadata
- Department Metadata
- Project Metadata
- Customer Project Metadata
- Custom Segment Metadata
- Creating the Hierarchy of Metadata
- Optimal Number of Metadata Records to Import
- Returning Metadata Hierarchy Based Only on Cloned Saved Search
- Account Type Mapping
- Item Type Mapping