Siebel Performance Management Guide > Working with Ratings Distributions >
Rolling Up and Rolling Down Compensation Plans
Using the rollup and roll-down functionality, managers can access compensation plans that have not been submitted by reporting managers in the hierarchy.
For example, Manager 1 has two direct reports, Managers A and B. Manager B has two direct reports, Manager B1 and Manager B2.
Initially, Manager 1's compensation plan includes the compensation plans for Manager A and Manager B. If Manager 1 selects Manager B in the list and clicks Roll Up, then Manager 1's plan contains list records for Manager B1 and Manager B2. Manager 1 now has ownership of the compensation plans; when Manager A and B log in, they cannot access their plans.
If Manager 1 clicks Rollup All, then his plan contains the plans of Manager A and B, and Managers B1 and B2.
When Manager 1 clicks Roll Down, the process is reversed, and Managers A and B can again access their plans.
To roll up a direct report's compensation plan
- Navigate to the Compensation Planning screen > Team Workbook List view.
- In the Compensation Plans list, select the plan, and then click the applicable compensation component view.
For example, click the Merit view tab.
- From the compensation component list, click Roll Up or Roll Up All.