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Reviewing a Calculation Summary
The Calculation Summary summarizes an employee's total compensation for a specified period. By drilling down on the last name of the participant in the calculation summary view, you can review details for caps, draws, and hurdles that were applied during the calculation run.
Figure 22 shows the summary detail views. The Cap Details view tab lists display plan cap and plan rule cap amounts withheld or refunded within the calculation run. The Draw Details view tab lists plan draws that were applied or refunded within the calculation run. The Hurdles Details view tab lists the target and achievement for each aggregate hurdle, as well as for any one-time nonaggregate hurdle. The Hurdles Details view does not display results for recurring nonaggregate hurdles.
For example, if you are running the calculation engine for multiple periods (such as January, February, March, or Quarter 1), there are different records for each period, with the total compensation for each employee.
If the employee holds more than one position, the employee is listed twice in the summary, one time for each period and one time for each position. This guarantees that the employee is paid for both of the roles the employee holds in the organization.
The data in Calculation Summary can be exported to Microsoft Excel or to a .txt file using the Export function from the menu, and then moved into your payroll system. The Release Status field indicates whether or not the total amount has been released. When the compensation amount is released, it becomes visible to the employee in the My Compensation Statement view.
To review a calculation summary
- From the application-level menu, choose View > Site Map > Incentive Compensation Tracking > Calculation Summary.
The Calculation Summary list appears showing records for compensable employees and their compensation totals.
- In the Calculation Summary list, click Query to locate the employees or periods you want to view.
- In the Calculation Summary list, drill down on the hyperlink in the participant's Last Name field to view cap, draw and hurdle details.
- In the Calculation Summary Detail form, click the show more button to show additional fields.
The following table describes the Calculation Summary Detail form fields.
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Siebel Incentive Compensation Administration Guide Published: 18 April 2003 |