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NetSuite Employee Center Guide: How to Access W-2/W-4 Tax Forms, Pay Stubs, and PTO (Time Off) Requests

Employee self-service should make life easier, especially when you can quickly find exactly what you need. Whether you’re preparing for tax season, reviewing pay stubs and payroll history, or requesting time off, NetSuite Employee Center brings your essential HR and payroll tasks into one convenient place. From viewing and downloading W-2 and W-4 tax forms…

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How to Prepare for a Successful NetSuite ERP Implementation

A successful NetSuite ERP implementation starts with a solid foundation. Before going live, it’s essential to configure the system to match your organization’s structure, define roles and permissions, and prepare clean, validated data. The goal is to establish a stable, secure environment that supports accurate financial reporting, efficient workflows, and seamless integration with connected systems…

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Connecting NetSuite ERP to Your FP&A System (Integration Guide)

Overview Integrating NetSuite ERP with FP&A systems ensures that financial actuals flow automatically into planning models, eliminating manual exports and reducing reconciliation time. This process typically involves using APIs, data connectors, or middleware to create secure, bidirectional data pipelines between NetSuite and tools like IBM Planning Analytics, Pigment, or Vena. A well-designed integration enables near…

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Performing a NetSuite ERP Health Check (Optimization Guide)

Overview A NetSuite Health Check evaluates system configuration, data quality, and performance to ensure your ERP is running efficiently and securely. Over time, as transactions, scripts, and integrations accumulate, system performance can degrade. Regular health checks help identify bottlenecks, eliminate redundant processes, and ensure that your environment aligns with best practices for scalability, compliance, and…

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Configuring View Extract Settings & Assigning Cube Views as TI Data Sources – Part 3

Now that the view is built, this video shows how to finalize it for use in your TI process. Learn how to apply extract settings (Skip Zeros, Skip Calcs, Skip Rule Values), assign the view as the active data source, and even repurpose the logic to create Target Views for zeroing out data. A complete…

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Featured Resources

A SQL Server Integrated Services SSIS Exercise

SQL Server Integration Services is a platform for building enterprise-level data integration and data transformations solutions. You can use Integration Services to perform a variety of tasks such as maintaining data hubs that serve Planning Analytics or other enterprise applications. The following outlines the process of creating and deploying a working SSIS package that takes…

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Advanced Features in OfficeConnect – Workday Adaptive Planning

OfficeConnect has many helpful features that enable detailed report creation tailored to customer needs.  Below are a handful of advanced features worth pointing out. Absolute vs Relative Time Most often you will want to open a report and view it as of a certain date without manually updating the report.  By properly building your report…

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A Database Administrator Approach to Building Cubes in IBM Planning Analytics Workspace

If you are more of a code-junkie at heart like me, or perhaps have come from a relational database background, you may want to think about the following concept. By now, you most likely understand how to build cubes using Planning Analytics Workspace (PAW). If not, you can have a look here. Similar to TM1…

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Reducing Calculations with Text – Anaplan

Reducing Calculations with Text in Anaplan Reducing Calculations in Anaplan improves performance, and I am not referring to reducing line items. I am talking about the pieces of each formula in the line items. Anaplan’s engine is designed primarily to complete tasks that are Boolean, followed by numerical, like most computers. When you leverage text,…

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