Integrate your accounting actuals for financial results, workforce detail for headcount planning, and any other key metrics for your business.
Your actual system of recordS will become the backbone of your Jirav model. To begin linking your actuals to Jirav, navigate to Setup ⚙️-> Actuals.
There are three main sections of Actuals:
Did you know?
Once you complete an import for any of the sections a green checkmark will appear as well as a date indicating the last successful import.
ACCOUNTING
This section allows you to directly connect to your accounting system. If you use a system not listed below then the accounting Actuals can be imported via Excel. Please see the following help articles for detailed steps on connecting to your respective accounting system:
Did you know?
- Actuals will automatically import each night for the last 60 days of accounting data (this is not applicable if your accounting system is QuickBooks Desktop or Excel).
- You can manually import actuals for any time period at any time by selecting IMPORT from ⚙️-> Actuals.
- If you would prefer not to have actuals automatically imported, you can disable the setting from ⚙️->Company->Accounting > Accounting Import > Manual.
WORKFORCE
This section allows you to import your current employee roster so you can plan for your future staffing expenses. This data can be imported via one of the available workforce integrations. If you use a system not listed then the employee roster can be imported via Excel.
Please see the following help articles for detailed steps on connecting to your respective accounting system:
- RUN Powered by ADP® (Direct Customers)
- RUN Powered by ADP® (Accountants & Clients)
- UKG Ready
- Paylocity
- TriNet
- BambooHR
- Paychex Flex
- Justworks
- gusto
- Excel
Your workforce information imports with Name, Title, Department, Hire Date, Annual Compensation, and Termination Date (if any). Jirav will then use the data imported to forecast the base compensation.
To ensure the workforce plan imports & calculates as expected, be sure to complete these three steps:
- Import your current employee roster
- Map Workforce Departments to your Jirav Departments
- Configure the System Salary account
Helpful Hint: For historical headcount variance analysis be sure to include the terminations so you have an accurate headcount history.
OTHER
Other Actuals data comprises of any additional Actuals data you'd like to bring in to Jirav for planning & reporting. For example, you could import actual monthly website visitors or the number of units sold by product and then use Jirav Drivers to forecast these metrics for future periods. Actuals can be imported for Other data using GoogleSheet or Excel.
To get started importing Other data, follow these steps: