- Disclaimer: The following information is presented from the aspect of what is typically possible. Please open a case with Cloud Product Support to discuss your specific needs, as there is no way we can guarantee the concepts discussed here apply to your scenario until we know exactly what occurred, when and how. Only after a meeting with you, and a deeper review of your instance and data will we be able to confirm if the following options are possible or applicable to your companies instance.
- When you accidentally overwrite data, either via an accidental data import, or an import that had corrupt data, or via an improperly formatted file, or improper use of "Update Compensation Form for Template" feature.
- There is no undo option on any imports, so it is not possible for Customer Success to reverse any action you took to cause the initial issue.
- Do you have backup files? Some situations can be corrected by reimporting the correct data files you may have and updaing this via executive review (offlinie edit) or by using "Update Compensation Form for Template".
- Had any of the data had been imported into your test instance? In some scenarios clients had been maintaining the same data in test as was in production, (or maybe had done a recent clone of data from production into test) and have been able to copy this data out of test and back into production. Granted this is not typical, but nevertheless an option to review and consider, as if you do happen to have the data needed in your test instance, that is the fastest and easiest place to restore it from.
- In the event that you need to restore data to an earlier point from a SuccessFactors backup, then we will need to employ a disaster recovery approach. Costs will be involved to restore data from backup tapes. Following is a general outline of how this proceeds.
- Client puts in formal request to create a copy of production from a point in time.
- Client to arrange with their Account Manager the costs and complete the purchase order.
- Once Support has been given copy of purchase order we can proceed. Typically 1-2 weeks from this point depending on size of instance.
Retrieving Original Data:
- Identify last known date when data is accurate (must be within 60 days).
- Engage OPS to perform system restore, OPS usually creates a new (temporary) instance for a limited time.
- Once instance is available then support notifies client who will then access the instance to perform exports.
- Perform data export from restored instance.
- Export UserData File with Compensation data.
- Export Aggregate Report.
- Enable Compensation Excel Offline Edit in Provisioning.
- Give Executive Review “edit” permission to top of hierarchy.
Exporting Current Data (Client):
NOTE: ONLY exported data can be imported back into the system. You cannot ADD or DELETE any records from the Excel file.
- Proxy as top of hierarchy, in Executive Review, select Team View (start with top hierarchy) and select all level of hierarchy then select Update.
- Select Export, select "I want to add my compensation changes to the exported file, then upload it when I'm done. Recommended if you want to primarily make changes by import. We recommend selecting this option if you plan to import your compensation changes into system.", select "Export as Excel".
Editing Exported Data (Client):
- Before editing, please perform a SAVE AS to save a copy of the exported file. This can serve as a backup in case something goes wrong with your edits.
- Fields in Yellow color are the only fields that you can edit.
- Input compensation data from backup or restored aggregate report to the appropriate field.
Importing Data via Executive Review (Client):
- Once changes are done, Proxy as top of hierarchy, in Executive Review, select Team View (starting with top of hierarchy) and select all level of hierarchy then select Update.
- Select Import, choose the file and select the appropriate email notification.
NOTE: Please allow data to propagate in the database. Longest wait is 24 hours.
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