Applicable Product:

• Talent Management: Performance / Compensation

Applicable Release:

• V24.11+

Summary:

This enhancement gives administrators the ability to import lookup table data directly from the Lookup Tables page.  

Details:

Administrators have been able to upload lookup table data using data processing scripts as a way to get complex lookup data into the application. In this update, administrators can now upload a spreadsheet right from the Lookup Table page, which simplifies the process and makes it accessible for administrators who are not familiar with scripting. 

The new Import button allows you to import a CSV file to create or update a lookup table. The CSV file needs to include the Vertical Match Value column, Column Values column, and the optional Horizontal Match Value column if your lookup matches on both the vertical and horizontal axes. When using a return type of Number List or Percent List, the data in the Column Values column should be a bracketed comma-separated list (for example, [0.1, 0.2, 0.3]).

You can export the current data in the Export Lookup Data section, which will download a CSV file with the necessary formatting requirements. You can then modify the CSV file and import it to update the lookup table. Existing rows will be updated, new rows will be inserted. 

The upload will happen as a background process and can be tracked in the process log. However, in Performance plans, the upload will be tracked in the System Logs page (Site Administration > Logs > System Logs). 

The new Import button is available in the following places:

Global Goal Repository

To get here, go to Menu > Administration Home > Goal Management > Global Goal Repository > Goal Repository, edit a goal and click the Measurements tab. Under Incentive Payout Calculations, select Advanced Calculations and then click the Lookup Tables tab on the left. Add or edit a lookup table, and under the Lookup Table Data section you will see the Import button. 

Performance Management Plans

To get here, go to Menu > Administration Home > Performance Administration > Performance Management > Performance Management Plans, edit a plan, and click the Lookup Tables tab under Advanced calculations in the left menu. Add or edit a lookup table, and under the Lookup Table Data section you will see the Import button. 

Compensation Plans

To get here, go to Menu > Administration Home > Compensation Administration, select Bonus, Salary, or Stock Planning, and select Bonus Plan Setup, Salary Plan Setup, or Stock Plan setup. Edit a plan and click the Lookup Tables tab in the left menu. Add or edit a lookup table, and under the Lookup Table Data section you will see the Import button. 

Compensation Reward Cycles

To get here, go to Menu > Administration Home > Compensation Administration, select Bonus, Salary, Stock, or Total Compensation Planning, and select Reward Cycle Configurations. Select a reward cycle and click the Lookup Tables tab in the left menu. Add or edit a lookup table, and under the Lookup Table Data section you will see the Import button.