Prior to this release, customers could not use Edge Import to set the currency applicable to employees when importing individual targets. Administrators first had to convert the individual targets into the employee's local currency and then load the file with the appropriate amounts.
With this release, the Individual Target Edge Import now includes a Currency field. With this field, customers can associate each individual employee with their geographical currency to receive Individual target types like bonus or equity. Multiple employees with different currencies can be added in a single template to load Individual target types.
How Does this Enhancement Benefit My Organization?
This enhancement provides the ability to load, map, and convert the currency of employees using Individual Targets.
The Currency field is optional. If no currency is provided and a currency is mapped to the employee at the user record level, then the individual target is imported using the user's currency. If no currency is provided and no currency is mapped to the employee at the user record level, then the portal's default currency is used.
This functionality is automatically enabled for all organizations using Compensation data loads in Edge Import.
The template guide in Edge Import will be updated upon release. This includes a list of active currencies available in the portal.
The following existing permissions apply to this functionality:
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
|Access Edge Import||Grants access to the Edge Import tool, which enables administrators to load data into their portal. This permission cannot be constrained. This is an administrator permission.||Edge Import|
|Edge Import - Load Individual Target||Grants access to the individual target load for Compensation via Edge Import. This permission cannot be constrained. This is an administrator permission.||Edge Import|