- To roll your Personnel/HR templates to a new budget cycle, you will utilize the same process as rolling from one year to the next, but in this case, you will select the same source and target years and choose your desired scenario.
Please note: rolling the HR templates to a new cycle means the existing templates will be replaced with versions in the new cycle. If you need to access HR data from a previous cycle, you can right-click the current template, Add Sibling > HR template, and choose the previous cycle as the parameter.
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At the top of Gravity, click “Data”, then in the Budgeting menu, select “New Budget Cycle” then “HR Templates”.
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Select the same year in the “From” and “To” sections and select the source and target cycles that you want to roll from/to. For example, in the image below, “2026 Proposed” to “2026 Adopted”. You can also optionally increase COLA during the cycle change, change Steps, and move all objects back to the first workflow step. If you don’t want to do any of these on the cycle change, just unselect all, and click “OK”.
- Now all your HR templates have been successfully rolled to the next budget cycle.
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