- In order for a field to refresh with new data upon import (after form creation), the field must be both READ ONLY (not editable by the compensation planner) and RELOADABLE.
- When a form is created, fields populated by imported values display the value in the employee’s user data as of form creation. The field can be configured to display new data when the employee’s record is updated, or may be configured not to be updated with new data. The reloadable property for a field can be verified or updated in Admin> Compensation> Manage Compensation Plan Template> Column Designer tab:
- [Note in the above screenshot the Read-Only radio button is set to "Yes". We can therefore set "Other Options: reloadbale" to checked if we wish to allow updates once the worksheets are live].
- The “Reloadable” property of a field will control this. Some standard fields, such as “Salary” are always reloadable and for these fields you will find the reloadable checkbox grayed out within the Column Designer. Custom fields must have an import key to be reloadable.
- Opening a form from the inbox will refresh the form with the new data, or Processing “Update Forms for template” will refresh data in all forms to display on Executive Review and reports.
NOTE: If Field = Reloadable then Read-Only MUST be set to Yes. We do not support, and it is not logical to have a field both reloadable via imports and people typing it in. This would cause users to complain their values were wiped out, which is why this is not supported.
Updating Live Worksheets
- There is very limited ability to update live compensation worksheets. Unlike performance forms you will likely need to delete and relaunch if your configuration was incorrect at the time of launch. Please see the following solution for more information: > Compensation: Admin 101 - Changes to Live Worksheets and Data Using Dynamic.
- Many reloadable fields also use Import Keys. (IMPORT_KEY defined in xml). An import Key allows you to link this field to another data field in your import file. If you want this column to be populated by data from the user import data file, create a unique identifying name (key) for this column and enter the same name (key) in the user import data file. The import key in both places must match. For a standard column, this import key overrides the default key. Use letters only, no special characters or spaces allowed.
Note: If you're using a Formula, you cannot enter an import key.
- Recommended: Each year use unique import key names for each field. So for example you create a field and use an Import key called > custommerit_2014. In your next cycle you can rename it custommerit_2015. This is a much better practice than just using a key called custommerit that is reused each year, as when you import data into this field, you might accidentally overwrite data in the old program that you only wanted to show in the new program. This keeps data unique to each cycle and removes the possibility of data updates impacting the wrong programs. Remember to update the import key references in the program and calculations.
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