BDA Compensation And Travel Planning Release Notes 2023.10.26.1

BDA Core Technology Compatibility

This version needs at-least Core Technology 2023 10 26 01

OneStream Version Compatibility

This version is confirmed to work with OneStream version 6.3.0 to 7.4.0

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.

Manual Updates if upgrading (if the upgrade is from 2023.06.27.1 to 2023.08.03.1)

Please use Task Editor to delete repeated tasks (10 & 11)

Reserved Keywords

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

ID
CalcUnit
UnitName

New Features

Subject line in the transfers available for edit.
Ability to download employee details into EXCEL by selecting parents/base calculation units.

Improved Functionality

Availability of Region/ Default Expense Type fields in Field Config screen.

Issues

Resolved

Bug ID [IN#00909]: Fixed an issue with (From FTE) missing in transfers screen.
Bug ID [IN#00906]: Fixed an issue with Position defaults not showing on Planned hire dialog.
Bug ID [IN#00904]: Fixed an issue with terminate employee having still data present in the cube.
Bug ID [IN#00924]: Fixed an issue with employees with term dates of Jan 1st will have data for full year.
Bug ID [IN#00899]: Fixed an issue with Account Type for CTP_Results.
Bug ID [IN#00846]: Fixed an issue with Year 1 merit not rolling into base of Year 2.
Bug ID [IN#00911]: Fixed an issue with Planned hired extract load for a inserted employee is not creating a new line but updating an existing line in the planned employees table.
Bug ID [IN#00921]: Fixed an issue with XferOutList Error after selecting a from cost center in the Transfer pop up box.

Known

Bug ID [IN#00886]: Issue with Removing of Added Position.
Bug ID [IN#00936]: Issue with Calculate Error Message -Operator '<>' is not defined for type 'DBNull' and type 'Integer'.
Bug ID [IN#00919]: Issue with Comp Model Server data is not correct due to European date input.

Detailed New Features

Ability to change the transfer addition/modification email subject

Two new parameters are added to help changing the transfer notification.

Param_BDACTP_Config_TransferModifyNotification - change this for Transfer modification email subject.
Param_BDACTP_Config_TransferInitiateNotification - change this for Transfer inititation email subject.

Employee details into EXCEL

You can now download employee details into EXCEL by selecting a parent/base calculation unit.

A new reporting option called Employee Details Report is added to the Reporting worklfow.

You can now select a parent calculation units and the screen below will show all the employees under this parent.

There a few filters available on this report.

Currency
- USD
- Pay Currency - currency which the employee is paid
- Entity Currency
Employee Type
- All
- Existing
- Planned
Employee Status
- All
- Approved
- Unapproved

On-screen grid will only show a preview of 25 rows. You can download the full report using the download button.

Detailed Improved Functionality

Availability of Region/ Default Expense Type fields in Field Config screen

Calculation unit information is now available in Field Configuration settings. These are added as read only columns in the selected forms.

This is available in Loaded Employees, Transfer, Planned Hires

Upcoming Features

Detailed actuals at employee/position level in Compensation

An option to load actuals into Compensation and Travel planning and perform variance reporting against Working scenario.

Enable notifications

An option to enable notifications for Administrators for the following.

Calculation unit addition
User Management changes
Data Load

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.
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.

Download

Please go to the Latest Product version folder to download