Uploading Compensation from a File in NUPlans
Users have the option to mass load Comp Input or Compensation by Home Department from a (.csv) file in NUPlans. Once uploaded, entries can be adjusted in Contributor or replaced with additional uploads. Prep File role is required for access.
Step 1: Navigate to Compensation Upload Page
From NUPlans
Web:
1. Click Applications > 03.Comp Input Maintenance > Upload Comp Input from a File
2. Upload Comp Input from a File tab opens and page appears to the right of menu as shown below
From NUPlans Contributor:
1. After taking ownership, click Upload Comp Input from a file in NUPlans Web Menu on Contributor Home page
2. Compensation Upload page appears to the right of menu as shown below
Step 2: Download Compensation Upload Template
Compensation Upload Page
Step 3: Enter Compensation Data
Excel Spreadsheet (fig 1)
1. Open downloaded .CSV file
2. Enter Employee ID and Position ID for employee in your area
3. Enter Method
· Use Amount: Enter value in Amount column
· % Change: Enter percent value in % Change column - Enter as a decimal or with % sign
The following methods only apply if opted-in to receiving merit data from myHR
· Use FY(new) Rate with FY(old) distribution: No further entry is required
· Use FY(new) Rate with FY(new) distribution: Enter new FY distribution % after upload
4. Enter appropriate Comments for the entry – this may be left blank.
5. Enter Fund, Department, Project, Account values appropriate for the employee in your area
6. Save file as .CSV
Fig 1
Step 4: Upload File into NUPlans
Compensation Upload Page
Step 5: Import File into NUPlans
Compensation Upload Page
Step 6. Confirm Import in NUPlans Contributor
Begin by logging in to NUPlans Contributor
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For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) option 2, or consultant@northwestern.edu.