Uploading Compensation from a File in NUPlans

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

• NUPlans Budgeting Basics
• NUPlans Fund Budgeting
• NUPlans Compensation Budgeting
• NUPlans Advanced Topics