Use the pages in Setup 2 to define and load lists, hierarchies, and data  in the headcount (HC) data hub and spoke model. 

For each page in Setup 2, follow the actions outlined in the table below.

PagesActions
S2.01 Load employee detailsTo load employee details, select Refresh employee.
S2.02 Load data and metadata to HC spokeTo refresh lists and hierarchies from the data hub, select Refresh.
S2.03 Load FX rates to HC spokeSee S2.03 Load FX rates to HC spoke.
S2.04 Load stock-based compensation for existing employeesSee S2.04 Load stock-based compensation for existing employees.
S2.05 Load trial balance

To load trial balance data to the headcount (HC) spoke:

  1. Select Refresh trial balance.
  2. To view the trial balance for a specific combination in the Trial balance grid, use the dropdowns at the top-right to set the:
    • Entity
    • Department
    • Currency

Also see Page Options.