People Register

The People Register is integrated into the end user Workflow process. End users will use this page to input new employee information (for example, New Hires) and to maintain existing employee information (for example, Transfers / Leave). In addition, this page provides users with the ability to run plan calculations, review calculation results, and then complete the planning Workflow. Upon completion, this will load summarized plan data in to the analytic planning model.

Calculate a Plan

Calculate runs items marked as Enabled in the Execution List and then runs the related Calculation Plans and Allocation Methods. Results are displayed in Plan Data tab. Only one user can initiate a Calculation Plan at a time within the same workflow profile.

NOTE: When running the Calculate Plan from this button, the calculations are run as a Data Management job. This Data Management job is run on the general server and not on the Data Management server because the call to start the job is not coming from the web interface.

NOTE: For more information about calculating updated register records only, see Calculate and Update Functionality.

Delete a Plan

Delete removes the results from the Plan Data tab.

Complete a Workflow

Complete attempts to calculate the People Plan (if the Global Option is enabled) and autoload the assigned Workflows. If the Workflow load is successful, then the Workflow running the People Plan Dashboard is marked as complete.

Revert a Workflow

Revert reopens the Workflow running the People Plan Dashboard and resets the import Workflows assigned to auto load.

People Register Taskbar

Field	Description
Status	Displays only the selected Status (Type).
Employee ID	Displays only the selected Employee ID. When this filter is used, additional instances of the same Employee ID can be entered. This is useful for entering multiple transfers for the same employee.
Open Copy Register (All)	Copies the entire register plan for criteria selected within the Central Register Workflow or Workflow POV, Source Time, and Source Scenario using two copy methods: Replace or Merge. For more information about these methods, see Replace and Merge Functionality.
Open Delete Register Plan	Deletes the exception plan for the current record in the grid or the entire register.
Open Exception Calc Plan	Allows users to enter an exception plan for the selected register. Exception plans are for people that have an Exception Status (Type) and act as additional plan items for people that have an assigned Status.
Open Copy Exception Calc Plan	Copies an existing exception plan to the selected register item in the grid.
Open Copy Exception Calc Plan (One-To-Many)	Copies an existing exception plan to multiple plans based on specified criteria.
Excel Template Selector	Downloads the Excel template selected in the combo box to the left (Single WF, Multi WF, Exception Plan).
Download Register XLXS Import Template	This downloads the Excel Template selected in the Excel Template Selector. For additional information about this field, see Appendix F: Excel Templates .
Export Register	Exports Register data out to a CSV file to be edited in Excel and then re-imported. Note that before saving as an Excel file to be re-imported, an Excel Named Range that starts with the letters “xft” must be added to this file for the range of cells that start with the word “Application” (usually in the A5 cell) and all the way right to cover relevant columns and down to cover the relevant rows.
Import Register Items	Allows the user to browse to and upload a register template. Note that this template must include an Excel Named Range.
Import Register Data Using A Connector	Calls a customer-specific Connector to pull data into the People Register. Update the ImportRegisterConnector Function in the PLP_SolutionHelper Dashboard Extender Business Rule in order to import the register. By default, this button will not process anything until the function is updated. Contact OneStream Support if assistance is needed and arrangements can be made.
Export Entire Register	Downloads Registers for all Workflows into one file. This only displays for Administrators and users in the Manage Calculation Definition Security Group.