The following is a question about forms (performance, compensations, variable pay).
The recommended process is to copy the template from the past year and manually adjust the configuration for the new year. However, since this is a manual process, every year we run into issues due to human errors. We do have procedures but typos happen...
How do you deal with this? have you found ways to transport or automate the copy process?
Unfortunately with the exception of lookup tables there is no sync tool yet for Compensation or Variable Pay templates that would allow us to migrate the whole XML of a template from the Dev environment to Prod (or vice versa) by the click of a button.
From Prod to Dev the best way to reduce potential human errors is in my view to request a refresh of the whole Dev environment from Prod which I believe can be done once or twice a year.
From Dev to Prod the most efficient way is most likely to reduce chances of human errors is to export the XML (which can be done from Plan Setup > Download form template) from one environment then load it into the new environment after editing the performance rating-id (they are most of the time different in every environment) then loading all the business goals and bonus plans if it's a variable pay template. It's pretty straightforward for Compensation but a little bit more complicated for Variable Pay.
All the best
To facilitate rolling over your template from the previous year and adjust the settings for a new year, you can: