In the Assignments tab of Compensation Administration > Compensation Plan Administration, you can import the employee's assignment dates for compensation plans.
When employees are automatically assigned to compensation plans through compensation groups (defined in the HR Admin > Groups), the employee’s plan start date in the group is automatically updated to the group creation date when the Group Members Generation background job runs. Although the employee might be in the compensation plan earlier, their plan start date shows as the group creation date. The Assignments tab allows you to import the correct assignment dates for the employee.
To import assignment dates for employees in a compensation plan:
- Go to Compensation Administration > Compensation Plan Administration and click the Assignments tab.
- (Optional) In the Import drop-down list, click Create Column Reference to download a reference sheet that provides a description, and the expected format, for each column included in the import template.
- In the Import drop-down list, click Create Import Template to download a template for the import.
- In the template, enter the assignment details, and then save the template as a CSV file on your computer. The columns included in this file must match the columns in the template provided exactly. You must not add or remove columns from the template. Further, each value that you enter must match the format defined for the associated column in the column reference sheet.
- In the Import drop-down list, click Import File. The Import File wizard opens.
- Enter a name for the import set in the field provided, and then click Next. This name shows in the import history.
- Click Browse for file and select the file, or drag and drop the file into the file window.
- Click Upload to import the assignment details and refresh the data in the Assignments tab. The imported data shows on the screen.