Effective Date Settings

Because your source data changes frequently (due to planned hiring, retirement, contract terminations, etc.), Hanelly allows you to view your source chart and scenarios based on the start and end dates of objects in your data. This provides analytic insights into your organization's past, present, and future. Selecting an effective date determines which "slice" of data appears in your charts, scenarios, and trends because the only data in your chart will be those that are applicable for the selected date.

Effective Dating is turned on by default in Hanelly, but its settings out of the box are designed to not activate the functionality by default to decrease the impact on indexing.

To Set the Effective Date Interval:

Select monthly, quarterly, or annually from the drop-down menu to determine the intervals for the "slices" of data that can be selected in the application and click Save.

Note: If you are using Effective Dating in your environment, change these settings before attempting to upload your HCM data to ensure that you extract all of the data you will need in your environment.

Note: You must enable Effective Dating if your organization needs Trends functionality.

To Set Past and Future Effective Date Points:

To make use of the effective date functionality, you must change the past and future effective date points to a value larger than zero. Select the number of dates in the past and future you want to appear in your effective dates from the drop-down menus and click Save.

To Set the Frequency of Indexing for the Present Date:

Select daily, weekly, monthly, quarterly, or annually from the drop-down menu to determine how often the current date data will be automatically indexed and click Save.

To Set the Frequency of Indexing for Past Dates:

Select daily, weekly, monthly, quarterly, or annually from the drop-down menu to determine how often the historic data will be automatically indexed and click Save.

To Set the Frequency of Indexing for Future Dates:

Select daily, weekly, monthly, quarterly, or annually from the drop-down menu to determine how often the future planned data will be automatically indexed and click Save.

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