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Scenarios for Transaction Lists

  • October 5, 2023
  • 4 replies
  • 243 views

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How do you guys lock headcount for a 3+9 or a 6+6 for example? Our headcount comes as an import from our HRIS load. But since we can’t apply scenarios to transaction lists, our locked 3+9 contains items from the current day.

Best answer by Nathan

Correct, append everytime.

If you want to do daily, there’s no need to keep the daily, I recommend doing a unique ID that includes the load month so the daily doesn’t append but updates, it only appends at the change of the month

For such a type of data, volume is irrelevant it is more for clarity

4 replies

Nathan
Employee
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  • Employee
  • October 5, 2023

Hey Lester,

 

this is taken into account in our Workforce Planning standard app. if you don’t have it, ask for it to your CSM / support. 

We make a switchover with the Load Date. You can load everyday and not affect your past versions !


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  • Author
  • Author
  • October 5, 2023

So do you constantly append your transaction lists then and have a load date for each period? And if you need to do transfers you’re going into that transaction list and editing it?


Nathan
Employee
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  • Employee
  • Answer
  • October 6, 2023

Correct, append everytime.

If you want to do daily, there’s no need to keep the daily, I recommend doing a unique ID that includes the load month so the daily doesn’t append but updates, it only appends at the change of the month

For such a type of data, volume is irrelevant it is more for clarity


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  • Author
  • Author
  • November 3, 2023

Yeah, it would be great if we could just scenariolize transaction lists instead of doing all these lookups to pick which date is correct.