Step 3 - Add employee data

To manage your headcount and salary budget, add all of the active employee details; such as names, roles, IDs, dimensions, employee start and end dates, and salaries.

Based on your employee plan, you can build other budget lines and financial models, like travel costs, equipment purchases, or sales commissions.

  • Salaries imported from Intacct appear in Planning on a yearly basis.

  • If you subscribe to Project Costing in Intacct, you're most likely using the Cost Rate (for fully burdened costs) in your employee records to post your labor costs. In this case, the Base Salary reflects the overall employee cost. For more information, see Get started with employees.

  • In a multi-entity company, employee data can only be imported from employee records that have a location defined. Otherwise, this step doesn't appear.

From the Import employees window, select whether or not to import your employee record data and click Next. The data is added to a Salary & Wages budget line type under Cost of Revenues or Operational Expenses, or under the departments or groups within these expense categories. For more information, see .

If the employee data in Intacct is inaccurate or incomplete, you can skip this step and import your employee data from Excel, or enter it manually at a later stage.

Click Next to continue to Step 4 - Map and merge your accounts.