Loading personal development balances with Infor Spreadsheet Designer

You are more likely to use Infor Spreadsheet Designer to load initial balances if each resource has a different initial balance, or if you want to load balances for a variety of employees that cannot easily be added into a custom group.

If you are loading the same number of hours for each resource in a custom group, it may be easier to use the Update Balances set action.

Note: Balances that you load are added to the current balances. If you are using this procedure to load initial balances, first ensure that all balances have been reset to zero.

Open MS Excel.
On the Infor Space tab, select the HCM data area.

Data Area

HCM

Business Class

Employee

Action

UpdatePersonalDevelopmentHours.
For each resource for whom to load balances, specify this information:

HROrganization

Specify the organization to which the resource belongs.

Employee

Specify the resource's employment ID.

Add To Personal Development Hours

Specify the number of personal development hours to add for this resource.

Note: If you are using this action to adjust an existing balance (rather than load an initial balance), you can specify a negative number.

Comment

Optionally, specify comments.

Effective Date

Specify the current date or your data will not load properly.
Select the UpdatePersonalDevelopmentHours action.

The resources personal development balances are updated by the hours amount.
To view which resources were updated and the resulting balances, select Development Planning > Utilities > Balance Updates, and select the Balance Update Results tab.

Note: This tab keeps only the most recent load information.