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BDA Compensation And Travel Planning Release Notes 2024.05.02.1

BDA Core Technology Compatibility

This version needs at-least Core Technology 2024 04 18 01

OneStream Version Compatibility

This version is confirmed to work with OneStream version 6.3.x to 8.2.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.

  1. 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.

    client content xml location

    • Go to Business Rules and execute the rule to create the client content.

    Create 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.

    solution key xml location

    • Go to Business Rules and execute the rule to migrate old solution engine key users to new relational model.

    Migrate Solution key

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)

duplicate tasks

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

New Features

  • [IN#00262] Added new Statistics "Total Wages", "Total Taxes" and "Total Benefits" with built-in calculations to improve Employee Results Preview.

Improved Functionality

  • Planned Hire will inherit "Position Default Expense Type" when using "Position Default"

Issues

Resolved
  • Bug ID [IN#01184]: Headcount in Working gets truncated when Budget headcount file is loaded (separate data sources).
  • Bug ID [IN#01183]: CTP Not using Grade defaults assigned to Position when creating new employee.
  • Bug ID [IN#01181]: Fixed error when using commas in Wage/Salary field for Planned Hires.
Known

Detailed New Features

  • [IN#00262] Added new Statistics "Total Wages", "Total Taxes" and "Total Benefits" with built-in calculations to improve Employee Results Preview.

Total Wages, Total Taxes and Total Benefits Calculations

Note that these Calc Orders for these statistics have been defaulted to a value that is compatible with the base installation of Compensation & Travel Planning. If you have custom ordering or ordering that deviates from the default, you must adjust these Calc Order values to ensure the output is correct in the Employee Preview.

Detailed Improved Functionality

Inherit Position Defaut Expense Type

  • When initiate a planned hire, the employee's default salary can be based on "Position Default" or "Grade Default" or "Manual".

Initiate Planned Hire

  • If "Position Default" is used, the employee's expense type will be inheirted from the position's default expense type.

Planned Hire Expense Type

Upcoming Features

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.
  • 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

    OnePlace dashboard

  • Click the button "Click to Install/Update BDA Comp and Travel Planning".

    Install screen

  • Once successful, you should see the following screen.

    Install success screen