- 5 Minutes to read
- Print
- DarkLight
- PDF
Release Updates
- 5 Minutes to read
- Print
- DarkLight
- PDF
Latest from Planful! Check out this month's Highlights Video. Prefer reading over watching - switch to Release Notes.
Budget Manager Experience: Introduced Allocation Template Share and Review Process
Easily share multiple Allocation templates with budget managers using the Share Template option.
Read more...
With this release, users can share multiple Allocation templates with budget managers using the Share Template option. Once shared, budget managers can find the templates in the Open Items tab in the Budget Manager Experience view.
When budget managers open Allocation templates in the Budget Manager Experience view, or access them via a copied link or email, the templates will now open in the Full Experience view. Budget managers can review and mark the allocation templates as complete directly within this view. Once marked as complete in the Full Experience view, the status will automatically update in the Budget Manager Experience view.
Note:
Only the budget managers who open the Allocation template through the Budget Manager Experience view, Copy Link, or Email will be able to complete the task in the Full Experience view.
How to Share Allocation Templates with Budget Managers?
Navigate to the Planning Control Panel and select a Budget entity from the left pane.
Select the desired Allocation template, and click Share.
The Share Template screen displays.In the Add budget manager field, enter the required username of the budget manager or user group with whom you want to share the template(s).
Click Send Email to send an email with a link to access the templates, or click Copy Link to copy the template link and share it with any budget manager directly through a message.
A new action item is also automatically created for the budget manager.
How to Review Allocation Templates?
Log in to Budget Manager Experience and navigate to the Open Items tab.
Go to the desired Allocation template and click Open.
The Allocation template opens in the Full Experience view.Once reviewed, click I’m Done to complete the task.
The template task will be marked as complete and moved to the Completed tab in the Budget Manager Experience view.
Workforce Pro: Introducing ProrationFactor Function for Custom Compensation
Now handle mid-period hires, terminations, and more smartly with the new ProrationFactor in Custom Compensation.
Read more...
With this release, Workforce Pro introduces a new function — ProrationFactor — to enhance flexibility and precision in compensation logic.
ProrationFactor makes it easier to account for real-world scenarios—like mid-period hires, terminations, or department transfers—by automatically adjusting compensation amounts based on how much of the period an employee was active. This means you can create time-sensitive compensation models without manually calculating partial-period adjustments.
By dynamically adjusting amounts based on the number of days worked, this function improves the accuracy of Custom Compensation and goes beyond basic date checks to offer more granular control.
Note:
The Custom Compensation feature (part of the Workforce Pro suite) must be enabled in your application to use this function. Contact your Planful Account Manager to enable it. If already enabled, you can begin using ProrationFactor immediately in your Custom Compensation logic. Click here to learn more about Custom Compensation.
In Practice: Using ProrationFactor in Custom Compensation
The ProrationFactor function is available in the Functions list within the expression builder.
This returns a decimal value (between 0 and 1) representing the portion of a compensation period an employee was active or inactive.
To use:
Type @ in the expression editor and start typing the function name to search.
Or scroll through the Functions menu and select ProrationFactor.
How it Works
Function Syntax: ProrationFactor("Input")
Parameters: The "Input" determines how proration is calculated. You can choose one of the following:
ActiveDays: Returns the portion of the period the employee was actively working. Active days include any day the employee is employed.
InactiveDays: Returns the portion of the period the employee was not actively working. Inactive days include time before the start, after termination, or during unpaid leave.
Return Value: A decimal value between 0 and 1 representing the proration factor based on the selected mode.
Let’s understand this with a use case.
Use Case: Prorating Salary Based on Days Worked
The HR team wants to calculate employees' compensation accurately based on their actual days worked during a month. For example, if an employee joins on June 11 in a 30-day month, only the remaining 20 days should be considered for salary calculation. The employee’s full monthly salary is $3,000, but because they were only active for 20 out of 30 days, the prorated amount paid is $2,000.
Additional Use Cases with Calculations
Below are the other use cases:
Use Cases | Input | Calculation | Proration Factor | Monthly Salary | Prorated Compensation |
---|---|---|---|---|---|
Employee leaves on June 20 | ActiveDays | 20/30 | 0.667 | $3000 | $2000 |
Employee is active full month | ActiveDays | 30/30 | 1.0 | $3000 | $3000 |
Function Behavior in Different Situations
If the employee has 0 active days, the function returns 0 when using ActiveDays.
If the employee has 0 inactive days, the function returns 0 when using InactiveDays.
The function is based on the workdays setup. Click here to learn more about Workday Setup.
If the function is used before the employee’s position start date, no value is returned.
Predict: Enhanced Signals Overview Filter Option
With this release, we have enhanced the filter functionality in Signals Overview by introducing the Filter By option, allowing users to customize their view. By clicking Filter By, users can select members under various dimensions to tailor their display. Once selections are made, clicking Apply confirms and applies the filtered members.
Illustration of the old Signals Overview screen:
Illustration of the new Signals Overview screen with Filter By option:
Platform: Introduced Date Range option in Job Manager
We have introduced a Date Range option on the Job Manager page to enhance performance and efficiency.
Previously, Job Manager displayed jobs for the last 90 days, which often caused performance issues due to the large volume of jobs being loaded. This update improves performance by reducing the number of jobs loaded initially, resulting in faster load times and better efficiency.
With this update, Job Manager now loads jobs from the last 3 days by default. Users can select other predefined date options including: Today, Last 3 days, Last 7 days, Last 30 days, or Custom Range.
Custom Range - Allows users to select a custom range of dates to display the jobs. Selecting current and future dates will display Scheduled and Queued jobs.
To learn more about Job Manager, click here.
Integrations: New SOAP API to Check ESM Data Load Rule Lock Status
With this release, we have introduced a new SOAP API (IsESMDataLoadLockedWithLogin), allows users to verify if an External Source Model (ESM) Data Load Rule (DLR) is locked due to an ongoing execution.
Note:
This API is applicable only to ESM Data Load Rules.
When the system executes a DLR, it places a lock to prevent simultaneous updates or multiple executions. This API allows administrators to check the lock status before initiating a new execution, helping to manage execution workflows efficiently, avoid conflicts, and prevent redundant data load operations.
To learn more about the ESM Data Load Rule Status SOAP API, click here.