Smart Worksheet Processing
Applicable Product:
- Talent Management: Compensation
Applicable Release:
- V21.07+
Summary:
This feature allows administrators to quickly republish worksheets if only a small number
of participants are affected.
Details:
Administrators can now republish Compensation worksheets to update a subset of the total population, thereby saving a lot of time if only a few participants are affected by changes. This is similar to the existing Smart Plan Processing feature that allows administrators to process changes to a subset of Compensation plan participants.
The new functionality saves time when republishing worksheets if the updates are row-based (for example, row-level formulas, override data maps, and so on), as opposed to updates that involve the full population (for example, hierarchy validation or generating worksheet statistics).
There is a new Worksheet Participants data grid in Compensation focal reward cycles (under Worksheet Publication) that shows the published participants. This grid is specific to the reward cycle; views saved in one reward cycle are not available in other reward cycles, nor on the worksheet itself.
The new grid can be used to filter on participants that have recently changed (those that have been assigned, updated, or calculated). To that end we have added the following new columns:
- Last Edited Date
- Last Calculated Date
- Last Plan Updated Date
- Last Published Date
Once the filtered view is saved, administrators can navigate to the reward cycle’s Publish Options page (under Worksheet Publication) and select one of two options in the Worksheet Processing section: All Records or Subset of Records.
Selecting Subset of Records displays a drop-down box where the saved Worksheet Participants grid view can be selected.
Figure 1: The Publish Options Page Worksheet Processing Section
After this selection is saved, the administrator can click the Publish/Republish button. The entire population will be used in the Creating or Updated Worksheet Hierarchy and Validating Data and Populating Standard Fields steps. After worksheet data publication, the saved filter will be used to perform batch execution of any of the following selected options: worksheet formulas, override data maps, alerts, edit rules, and generated statements.
- Note: Selecting the Generate Statements check box previously displayed a Selective Per-Row Statement Generation option, allowing per-row selection of participants to be displayed in the statements. This option has been deprecated since the same functionality can now be achieved using a worksheet participants grid view.
Worksheet Processing Console
Administrators can also select the saved filter after clicking the Worksheet Processing Console button to select the subset of population to use for the processing from the Worksheet Processing Console.
Figure 2: The New Subset of Records Option
After selecting the worksheet view, the worksheet can be republished based on the view rather than the entire list of participants.
Budget Processing
Apart from the All Records and Subset of Records options under Worksheet Processing, the All Records and Newly Updated Records options in the Budget Processing section have been added on the Publish Options page.
Figure 3: The Publish Options Page Budget Processing Section
The Publish process has been modified to use the Newly Updated Records option when calculating budget groups and holdback groups. The newly updated records are identified by comparing the new column Date Last Plan Processed value in the plan and the new Last Published Date field value in the Reward Cycle Publish Options page. If the Date Last Plan Processed is greater (more recent) than the Last Published Date, then those are considered as newly updated records and the budget group and holdback group calculation will occur only for those records. The budget and holdback will still be calculated for the entire population.
Skip Validation Checks
The first step of the worksheet publish process is to validate a set of underlying data. In cases where multiple publish processes are occurring throughout the day, the time invested in this validation check does not add any value if the underlying data dependencies have not changed.
Therefore, when publishing a worksheet that has been published within the previous 24 hours, an option now appears to skip the validation check, since it is likely that the underlying data dependencies have not changed significantly since the last publication process. This saves time when many publications are happening in a short period of time.
Upgrade Considerations
If a reward cycle was created prior to upgrading to PeopleFluent Compensation 21.07,
the new Last Published Date and Last Plan Updated Date columns will be blank, and
clients will need to republish the reward cycle before using this new functionality that
relies on those columns.
In addition, the Last Edited Date column will be populated only if a worksheet row is
edited after upgrade, and the Last Calculated Date column will be populated only if
worksheet calculations happen after upgrade.