MyPlan Account Mapping

The MyPlan Account Mapping screen provides visibility and can control account data displayed in the MyPlan interface for Workforce Planning and Capital Planning. Once accounts are added to Workforce Planning and/or Capital Planning modules, they are displayed on the MyPlan Account Mapping screen.

It’s important to note that generally, Admin users will not need to access the Account Mapping screen. This screen is primarily for the following unique cases:

Case 1

Situation: Account mappings of Finance modes (Capital) or Salary Components (Workforce Planning) are modified after the posting of data.

Resolution: In this case, Admin users need to access the Account Mapping page, click the Refresh button, and then Save for each affected area (Workforce Planning and/or Capital).

Case 2

Situation: An Admin user wants to exclude certain account/segment combinations from MyPlan data and calculations. Or, an Admin wants to include certain accounts in MyPlan data; beyond the accounts that are mapped against the Finance Mode (Capital) or Salary Components (Workforce Planning).

Resolution: This use case is not yet supported in the current release and will be available in an upcoming release.

In Practice

Under Maintenance > Administration > Configuration Tasks, select MyPlan Account Mapping.

Account Mapping is enabled automatically with account mapping details for Workforce and Capital Planning.

On this page, click the Workforce tab to view Workforce defined accounts or the Capital tab to view accounts specified during the Finance Mode setup. Save the setup to activate these accounts. There are no additional configuration requirements needed. If a new compensation item is added with new accounts, for example, you must open and save this page as mentioned above. It is not updated automatically.

The data in the Workforce screen is populated from various sources. Using the screen above as an example, the scenarios displayed are mapped from the compensation items/accounts. Only statistical accounts are displayed. Accounts are identified as “statistical ” on the Add/Edit Compensation Item page. Access the Compensation Item Add/Edit screen by navigating to Maintenance > WFP > Workforce Planning Setup and click the Compensation Item tab. Edit or Add a compensation item. Statistical accounts must be selected for the compensation item account in the Settings tab.

Fund1 and Location1 are populated based on Workforce Defaults (Workforce Defaults is accessed by navigating to Maintenance > WFP > Workforce Planning Setup > click the Workforce Defaults tab). Future, IC Segment, and Project segments are pulled from the employee allocations section available when adding or editing an employee.

As mentioned earlier, the Capital screen is populated in full from defined Finance Modes.