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BDA Compensation And Travel Planning Release Notes 2024.08.08.1

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 2024 07 25 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

Data export Data Management sequence.

Improved Functionality

Configuration workflow is forced to act as a dropdown list irrespective of the tab setting. Custom Calcs rules are renamed.

Issues

Resolved
  • [IN#01285] Fixed issue where decoded Employee Data does not include UD5 when pulling from cached table causing display issues in cube view.
Known

Detailed New Features

Data export from Compensation

This feature can be used to export relational data from Compensation for advanced implementations where there is a need to get employee level data into downstream systems.

A new configuration screen is added to Compensation to select columns for exporting data from Compensation.

Data export column management

You can use this screen to select the visible columns that are common across Existing, Transfers, and Planned employees.

You can also change the display name and order of the columns in the extract.

Data export DM

The export file will be placed under the user's folder after successful execution.

Data export folder

You can change the time description using a parameter in the DM step to get the OS time description.

You can set TimeDesc to "True" to get the OS time description instead of the time member name.

Data export Time desc

Data export Time desc

Transfer employees will have two rows of data in the file with both calc units.

Transfers in Data export

Detailed Improved Functionality

  • Miscellaneous improvements to calculation performance. "Finishing..." step should run significantly faster now.

Custom calc rule changes

With this release of Compensation Planning, existing custom calc business rules are moved from BDA_SolutionEngine_CustomCalculations into Compensation specific rule.

The name convention of "Custom Calcs" are changed to "Advanced Calcs" and as a result a new rule will be used to create Advanced calc from going forward.

BDA_CTP_AdvancedCalculations is where you can create client specific advanced calcs from this release onwards.

Advanced Calcs

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.
  • 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