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BDA Compensation And Travel Planning Release Notes 2025.01.09.01

NOTICE

If you are on version 24.08.08 or later, please upgrade to 2024.10.03.01 or later to ensure all Comp functionalities are working properly

NOTICE

If your implementation of Compensation makes extensive use of Custom Fields 1/2 and Reporting overrides and you are running into issues with your environment--please contact the BDA Product Team for guidance on optimization and resolution.

BDA Core Technology Compatibility

This version needs at-least Core Technology 2025 01 09 01

OneStream Version Compatibility

This version is confirmed to work with OneStream version 6.3.x to 8.4.x

BDA Compensation and Travel Planning and Extensible dimensions (1)

If you are installing BDA Compensation and Travel Planning on a fresh application, Comp dimensions will get attached to the RootDim and using extensibility in these dimensions will be difficult. Keep in mind that on an existing application if you have a Top member in (UD1-UD8), Comp dimensions will use the dimension that has the "Top" member as the inherited dimension.

Perform this check before installing the product.

Notes

If you are coming from a previous version that does not have "BDA Compensation and Travel Planning Client Content" Maintenance Unit.
- Please download and upload Create CTP_CPX Client Content.xml to the target.
- Go to Business Rules and execute the rule to create the client content.
If you are coming from a version that still uses "BDA_SolutionEngineKey" to add Admin users to Compensation model.
- Please download and upload SolutionKey MigrationRule.xml to the target.
- Go to Business Rules and execute the rule to migrate old solution engine key users to new relational model.

Reserved Keywords

The following keywords cannot be used in BDA solutions (Columns aliases, member names)

ID
CalcUnit
Calc Unit
UnitName
Unit Name

Cube View updates needed coming to this release

If you are coming from a version prior to 2023.08.31.01, please go through the corresponding release note for the updates.

Download

20240109_01_BDA_CTP

New Features

[IN#01408] Relational Blend function populate employee property data from employee tables

Improved Functionality

[IN#01415] Enhance Employee Detail Report to include all visible fields
High Level Compensation Calculation Unit filter will now respect the user's security access

Issues

Resolved

[IN#01408] Fix Comp Employees Calculations for individuals who is in different country from their calc unit

Known

Detailed New Features

Relation Blend function is added to populate emloyee property data from Employee tables. This function can be used inside member dynamic formula to populate the employee properties and display them in cubeviews.

An example member (UD3 -> CTP_Reporting -> CTP_Name) is added as a reference to show how the function can be used.

The "EmployeeProperty" function returns the associated value of the employee property (propertyName) from the employee tables

Cubeview can be set up to fetch the data from the member for each employee.

Detailed Improved Functionality

The Employee Detail Report will now include all visible fields from forms.

For example,

Configuration -> Field Configuration, enable fields in "Field Configuration" for the form that you are looking to generate on.

Reporting -> Employee Details Report, select the "Employee Type" for the report, "Existing" is referring to loaded employees, "Planned" is referring to planned employees, and "Transfer" is referring to transfer employees.

High Level Compensation Calculation Unit filter will now respect the user's security access

The filter now only contains the calculation units that the current user has access to

Info

If you have modified the filters on the High Level Compensation or the Employee Detail Report, please copy and save the filter texts in a separate location before the upgrade, and reapply the filter changes if the upgrade has overridden it.

Upcoming Features

Rollback upto last 5 data load

An option to roll back the loaded data to last 5 data loads

Load comparision report

A report that will show the differences between current load and last 5 data loads

Enable notifications

An option to enable notifications for Administrators for the following.

Calculation unit addition
User Management changes
Data Load

Solution Management

An option to uninstall Compensation and Travel planning.
An option to update/revert client configuration parameters.

Installation and Configuration Instructions

Installation

Info

The below steps must be performed for both a fresh install or an upgrade from a previous version.

Make sure that at least one valid workflow profile is setup and selected ahead of installing the BDA Compensation and Travel Planning.
For upgrades, make sure BDA Cubeview Groups and Dashboard Groups are not renamed.
If you are coming from a previous version that does not have "BDA Compensation and Travel Planning Client Content" Maintenance Unit, please talk to Product team about migrating the Config parameters to the "BDA Compensation and Travel Planning Client Content" Maintenance Unit.
If you are coming from a version that still uses "BDA_SolutionEngineKey" to add Admin users to Compensation model, please talk to Product team about migrating the admin users to the latest relational model.
Upload Zip File into Application -> Load/Extract -> Load
Once completed, navigate to OnePlace -> Dashboards -> BDA Compensation and Travel Planning Setup
Click on dashboard BDA CTP Install
Click the button "Click to Install/Update BDA Comp and Travel Planning".
Once successful, you should see the following screen.

Info

If you are using scenario type other than "Forecast", please make sure to keep text4 value in "Forecast" scenario type, removing the text will cause future installations reload everything and lead to rework.