S4 - Copy Actual Houts to Working Plan

If you are using the Hourly Data entry method for planning employee expenses on account keys in the Working Plan, you can copy actual hours as of the last pay period into your Working Plan by employee or group of employees using the following steps:

1. From the Processes menu select Scenario Management - Copy, and click on S4 -Salary Planning - Copy Actual Hours from IFAS Incurred Actuals.

S4_Copy process selection

2. Click on the box under cd_Employee and next to Enter Employee or HrOrg and select the employee or employees you would like to update.

Select employees

 

3. Select the remaining dimensions as needed and click Run Process. 
Notes:

  • If an employee has an assignment on an account key that you do not have write access to, you will receive an error in running this process but actuals will still be copied for the account keys you can write to.
  • By default this process copies to Budget Type New Funds.
  • If you choose an entire year, hours will only be copied for the pay periods that have passed.

S4_Copy process dimension selection