Applicable Products
Talent Management - Compensation

Applicable Releases
24.07 and later

Details

Compensation administrators can now import values to the budget allocation and holdback tables on focal reward cycles. The Budget Allocations page now has an Import button that allows you to import and update allocation or holdback groups and values.

Clicking the new Import button opens a dialog box where you can choose between importing allocation groups or holdback groups, and then upload a CSV file (no other file type is currently supported). The import is started as a background task and the process log on the Publish Options page will indicate when the import is done.

The CSV file needs a Criteria column, which will store the budget group name, or the Human Resource ID if the calculation type is Process Hierarchy. The second column should be named either Percent or Amount, depending on the data being imported.

Imported fields will be added if they're not in the table or updated if they are in the table. This import is not "kill and fill"; in other words, it will not delete fields that are not in the import file.