How to Extract Allocated Employee Information?
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How to Extract Allocated Employee Information?

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Article summary

Let's say you want to allocate employees, loaded to a central budget entity, to 1 or more dimension combinations. Then, validate the allocations by employee by extracting the data. The prerequisite is that you must create an Allocation Data Load Rule.

  1. Navigate to Maintenance > Workforce > Export Employee Data.

  2. Select the Scenario, Budget Entity, and the Report Type as Employee Attribute Report.

  3. Select the Allocation Data Load Rule in the Data Load Rule option.

  4. Perform an export including the Allocation data load rule.


  5. Click Clear to modify the selections if required.

  6. Select any of the options below to export the Employee Allocation Report:

    1. Run: This option is used to view the Employee Allocation Report on your screen. You can also export the report by clicking the export option in the top-left corner. The available options are Print, Print Setup, and Export as Excel.

    2. Export: This option allows you to download the Employee Allocation Report directly into your system. The available options are Export to Excel, Export to PDF, Export to Google Sheets, and Share. Use any of these to download the reports.




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