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Business Planning - Personnel Planning: Import Salary expenses from HCM

Lauri
Sidekick (Customer)
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Hello Community!

Is it possible to import employee salary expenses from the HCM module to the Business Planning module?

If so, what is the correct system setup in both the HCM and Business Planning modules to ensure the salary information is transferred to Business Planning?

Currently, we are able to import the headcount but not the salary information. Our setup is described in the screenshots below.

Thank you for your assistance.

Lauri

 

HCM - Employee Salary Information

 

HCM - Compensation Types

 

HCM - Salary Rate, Frequency and Period

 

Business Planning - Personnel Planning Items

 

Business Planning - Business Planning Employees

 

Business Planning - Planning Unit - Personnel Planning

 

Best answer by nivslk

Hii, 

You have to make sure below items are defined.

  1. Under Employee file > compensation tab > check whether employee salary information is defined 
  2. Under Employee file > Employment information > periods > Employment details section “Agreement “There should be an agreement connected
  3. Under Employee status > “Include in Business Plan “must be enabled (yes) for employee status you are using.

Regards

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nivslk
Hero (Employee)
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  • nivslk
  • Hero (Employee)
  • July 12, 2024

Hii, 

You have to make sure below items are defined.

  1. Under Employee file > compensation tab > check whether employee salary information is defined 
  2. Under Employee file > Employment information > periods > Employment details section “Agreement “There should be an agreement connected
  3. Under Employee status > “Include in Business Plan “must be enabled (yes) for employee status you are using.

Regards

Lauri
Sidekick (Customer)
Forum|alt.badge.img+8
  • Lauri
  • Sidekick (Customer)
  • July 16, 2024

Thank you, @nivslk, for providing the necessary definitions.

After defining the basic agreement data and linking the agreement to the employee, I successfully retrieved the compensation information in Business Planning/Personnel Planning.

This resolved my issue! Thank you again for your assistance!


Suggestion to @IFS RD Product Management: Please list the HCM prerequisites necessary for personnel Planning in the IFS Cloud Product Documentation.
 

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