Understanding Load Item - Data for Workforce Planning

Load Columns

Click to open the Load Columns dialog page to select additional columns you want to load.

• Click a row.
• Click the Save button.
• The column will be added to the Data Load Column list.

In addition to the current default data load columns populated, the following required columns are displayed: 

• Budget Entity Code
• Budget Entity Segments (COA segments form the Budget Entity)
• Rate per Hour
• Work Hours - Basis (Annual / By Month)
• Salary - Basis (Annual / By Month - the wage Type compensation item)

For Review percentages, the ‘Multiple Reviews’ column is available in the Load columns selector. If selected, the columns related to the effective dates and percentages become available.

Scenario selection in Workforce – Employee Data Load Rule (DLR)

You can retain the Data Load Columns when you change the Scenario in the Define Overall Rule Settings tab for a Workforce – Employee Data DLR.

For example, when you select Scenario 2 after selecting Scenario 1 from the Scenario drop-down list, the Scenario Change pop-up window displays a confirmation message to retain the columns and if you click:

• Yes: The columns from Scenario 1 will be retained for Scenario 2.
• No: The columns from Scenario 1 will not be retained for Scenario 2. If there are any columns saved against the DLR for Scenario 2 then those columns will be displayed along with the default columns.

To save the column settings for a scenario, click Next.

The image below displays the Scenario Change pop-up window when you select Budget 2017 scenario after selecting Budget 2013 scenario.

Paramaters

• Scenario: Select the scenario you want to load employee data directly to from the list box. The scenarios populated in the list box include those created using the Scenario Setup page.

If annually varying compensation items are created in the scenario, relevant columns become visible for mapping automatically. They are otherwise hidden.

• Payroll upload Date: Select the date for which you want to upload payroll data.

Setup columns and order

• Data Load Column (Type): Contains a list of columns that will be displayed (by Display Name) in the resulting load. Change the order in which the columns are displayed using the arrows to move the columns up and down the list. There are 5 system delivered/defined columns, which are:
  1. Employee Number
  2. Hire Date
  3. Pay Plan Code
  4. Employee Name
  5. Employee Type Code

• Display Name: The name of the Data Load Column. 
• Basis: The basis is used to calculate compensation amounts. This field is available for selection for compensation items.
  • Annual - Compensations amounts will be calculated on an annual basis.
  • By Month - Compensations amounts will be calculated on a monthly basis.
• Default Value: This field is available for Position Name, Employee Name and Pay Plan Code. These three columns are system-defined and delivered and may not be deleted. Enter a default value to populate the column in the resulting load.

Time Mapping

• Down Rows - Selecting this option indicates that time periods are defined down the rows.
• Across Columns - Selecting this option indicates that time periods are defined across the columns.

Parameters for loading Wage Type Compensations

You can load Wage Type compensations (i.e. Salary) for compensation items with a Wage Type or Wage Type without Reviews basis.

The following options are available for Salary and Wage Hours parameters:

• Annual Salary - Annual input value.
• Monthly Salary - Monthly input value, which is calculated by multiplying this number times the number of fiscal periods.
• Annual Wage Hours - Annual input value, which is calculated by dividing this number by the number of fiscal periods.
• Monthly Wage Hours - By period input value.