Before You Begin: This functionality is available only if equity pay components are configured for the compensation cycle. Also, the importing functionality is available only when the cycle is unpublished.
In the Budgets tab of Compensation Setup > Compensation Cycles, you can import target equity for employees in the base currency. This import uses the budget currency instead of the employee's local currency. After importing, these values are used to calculate the cycle budgets.
The imported file must include the target amount for each employee in the cycle, and the names must match the names shown in the Organization tab. If one or more employee names are entered incorrectly, the import fails. You can enter either the employee’s name or the employee's number. All employees in the organization need not be included in the import.
When you upload a new file in the Budgets tab, it overwrites any data that was previously uploaded.
To import target equity for employees:
- Go to Compensation Setup > Compensation Cycles and click the Budgets tab.
- In the Import > Target Equity by Employee drop-down list, click Create Import Template to open a template for the import in Microsoft Excel.
- Enter the required information and save the list as a CSV file on your computer.
- In the Import > Target Equity by Employee drop-down list, click Import File. Dayforce opens the Import File wizard.
- Enter a name for the import set, and then click Next.
- Click Browse for file and select the file, or drag and drop the file into the file window.
- Click Upload to import the target equity for employees and refresh the data in the Budgets tab.
You can review the files that were imported by selecting Import History in the Import > Target Equity by Employee drop-down list. Dayforce opens a dialog box showing a list of all of the files that have been imported for the compensation cycle.
After you publish the cycle, the Import > Target Equity by Employee drop-down list is replaced with the Target Equity by Employee Import History button.