PeopleSoft eCompensation Manager Desktop 9.1 PeopleBook

Administering Compensation Cycles

This chapter provides an overview on cycle administration and the cycle load process and discusses how to:

Administer compensation cycles.
Administer cycle roles.
Manually distribute funding information for cash, non-cash and stock awards.

Understanding Cycle Administration

The administration of a particular cycle instance is performed by the compensation administrator within a single component. While simple tasks are performed within the Administer Cycle component, the more complex tasks are performed by clicking buttons that link to other components.

The main purpose of the Administer Cycle component is to provide a single point from which an administrator can manage all phases of a compensation cycle and to provide summary analytics to monitor the progress of managers.

You track the phases of a compensation cycle using the cycle status code. As the compensation cycle proceeds, the administrator performs the tasks illustrated in the diagram shown below. In many cases these tasks are, in turn, dependent upon each other and may modify the cycle status code.

The Cycle Build and Calculation Application Engine populates a series of processing tables that are used to store a snapshot of the employee demographic data, salary proposals, variable compensation proposals, funding information for each of the group nodes defined in the tree hierarchy, and the default role access.

This process also performs a series of validations and edits to identify any errors in building your compensation cycle. When the Cycle Build process successfully builds your compensation cycle, the system sets the status of the compensation cycle to Built. After reviewing the results of your built compensation cycle, you may find that you need to make adjustments to your compensation cycle definition. You can simply cancel the compensation cycle, adjust the compensation cycle definition, and run the Cycle Build process again.

Before you run the Cycle Build process, make sure that:

ePerformance reviews are in a Complete status.
Variable compensation has been calculated and is in an Initial status.
The Proration Exception table is populated.
Employee changes to job history are accurate for any type of proration calculation.

Before you open the compensation cycle to managers from the Administer Cycle page you must enter funding information on the Compensation Cycle Definition - Salary page. Use this page to enter a description for the salary plan that you want managers to see on the Manager Self-Service pages. You can also use the Funding Percent field to enter the total funding percent by which you would allow a manager to adjust salaries in their department.

Additionally, you can use the Minimum Percent and Maximum Percent fields to enter the minimum and maximum percent by which you would allow a manager to adjust an employee's salary. If you want to enable managers to override the calculated funding amount, select the Discretionary check box. To set the default proposal to the calculated funded amount, select the Default Proposal to Funded check box Then run the Compensation Cycle Build process (WCS_ECMBUILD),

Note. If you have multiple languages turned on, you need to initiate the Update Cycle Languages (WCS_ECM_LANG) process after running the Compensation Cycle Build process. Doing this supports language translation for the Tree Node description. To access the Update Cycle Languages page, select Compensation, Compensation Cycles, Update Cycle Languages.

See Administer the Cycle Process Flow.

See Calculating Allocations and Awards.

Understanding the Cycle Load Process

The Compensation Cycle Load process loads awards and salary updates from the Compensation Cycle processing tables. For this to happen managers should have entered and submitted their proposals through the Allocate Compensation page in eCompensation Manager Desktop. After the compensation administrator has confirmed the accuracy of the proposals or they have been approved through the AWE process, the compensation administrator has to mark the group Ready to Load.

The Load Awards and Salary Updates process is an Application Engine program that is run via the PeopleSoft Process Scheduler. It is launched via a standard run control component. In general, access to this component should be controlled as the new Job Data Salary change transactions that will be created need to be coordinated with benefits and payroll.

Note. The Load process sets the group node status in either a Complete or Complete with Error status. The Load Awards and Salary Update process will only process a group node that is in the Ready to Load status once. However, as group nodes move to a Ready to Load status, you can continue to run the Load Award and Salary Update process for your Compensation Cycle to process those nodes.

Step	Description
Validate Run Control Parameters	The system obtains run control parameters as well as the cycle status for the designated cycle. If the cycle status is not Open, the system perform exits to abort the process.
Populate Configuration Row Sets	The system creates stand alone component level row sets to hold the variable compensation, salary, and salary action cycle configurations. For non-cash variable compensation plans, the system obtains the current valuation per unit value.
Create Direct Report Group Row Set	The system selects all direct report group rollup nodes where the group status is equal to Ready To Load. For each row, the system retrieves information from the Process Salary Increases, Process Awards and Update Group Status sections.
Process Salary Increases	For each employee salary plan row within the selected group, which is ordered by employee ID, record number, plan sequence and reason sequence, the system: Obtains the current compensation row for the compensation rate code. Annualizes the current compensation rate. Converts eCompensation increase amounts to the currency code using cycle currency conversion parameters. Adds converted eCompensation increase to the current annualized compensation rate, while obtaining the new annualized compensation rate. Converts the new annualized compensation rate to the current compensation frequency, while obtaining the new compensation rate. Inserts new Job Data rows. Makes the effective date equal to the planned effective date from the cycle definition. Makes the effective sequence equal to the current effective sequence plus 1 if the current effective date is equal to the planned effective date, otherwise it's zero. Makes the action equal to the action from the corresponding Salary Action Cycle row. Makes the reason equal to the reason from the corresponding Salary Action Cycle row. Updates the appropriate Compensation rows with the new compensation rate. Invokes the Calculate Compensation button. Saves. Note. The system sets the row status to Error if the component interface fails for any reason. If the save is successful, the system sets the row status to Processed.
Process VC Awards	For each eCompensation Variable Compensation row within the selected group, which is ordered by employee ID, record number and variable compensation plan ID, the system updates the Variable Compensation Award table with appropriate amounts as follows: Obtains currency code from the corresponding Variable Compensation Award row. Converts the eCompensation adjusted and proposed award amounts from the eCompensation currency code to the variable compensation currency code using the cycle currency conversion parameters if the plan is monetary. Makes the variable compensation adjusted award equal to the converted eCompensation adjusted award. Makes the variable compensation actual award amount equal to the converted eCompensation proposed award, if the plan is monetary. Makes the variable compensation adjusted actual award unit equal to the eCompensation proposed award, if the plan is non-monetary. Makes the variable compensation award value equal to the eCompensation proposed award time, which corresponds to the valuation per unit value, if the plan is non-monetary. Sets the variable compensation award status to Approved if the eCompensation proposed amount is greater than 0; otherwise the system sets the status to Cancelled. Sets the row status to Processed. Note. If a row is excluded, the system sets the proposal status to Bypassed and ends further processing on the row. If there is not a corresponding row in the Variable Compensation Award table for the plan, payout period, employee ID, and employee record, the system sets the proposal status to Error, logs the action, and ends further processing on the row.
Update Group Status	Sets the group status to Complete.
Terminate	Writes totals to log and closes the process.

Administering Compensation Cycles

This section discusses how to:

Administer the cycle process flow.
Define access rules.
View the cycle summary.
Run the cycle build and calculation process.
Manage compensation cycle transactions.
Review and update transactions for individuals.
Run the load salary updates and awards process.

Pages Used to Administer Compensation Cycles

Page Name	Definition Name	Navigation	Usage
Administer Cycle	WCS_ECM_CYC_ADM	Compensation, Compensation Cycles, Administer Cycle, Administer Cycle	This page is the access point to build, open, load, close, and cancel compensation cycles,
Access Rules	WCS_ECM_CYC_PDS	Compensation, Compensation Cycles, Administer Cycle, Access Rules, Access Rules	Use this page to set the time periods in which managers can review, update, and be notified of changes in the compensation cycle.
Summary	WCS_ECM_CYC_SUM	Compensation, Compensation Cycles, Administer Cycle, Summary, Summary	Use this page to view a summary of the cycle, including funding period, status, currency, funding amounts, funding percentages, headcounts, and calculated total salaries.
Build Cycle	WCS_ECMBUILD_RCTL	Click the Build button on the Administer Cycle page.	Use this page to run the Cycle Build Application Engine program.
Load Salary Updates and Awards	WCS_ECMLOAD_RCTL	Compensation, Compensation Cycles, Load Salary Updates and Awards, Load Salary Updates and Awards Click the Load button on the Administer Cycle page.	Use this page to run the Load Salary Updates and Awards Application Engine program.
Manage Cycle Transactions	WCS_ECM_MSS_SUM	Compensation, Compensation Cycles, Manage Cycle Transactions, Manage Cycle Transactions	Enter the compensation proposal changes for your direct reports or navigate into any of your indirect groups to review their proposals.
Manage Cycle Transactions - Direct Reports	WCS_ECM_MSS_DET	Click the link under the Name field on the main Manage Cycle Transactions page.	Enter compensation proposal changes for individuals.

Administer the Cycle Process Flow

Access the Administer Cycle page (Compensation, Compensation Cycles, Administer Cycle, Administer Cycle).

Process Flow

	Click the Build button to access the Build Cycle page. The system enables this button only if the cycle status is Defined or Cancelled.
	Click the Open button to access the Administer Cycles Confirmation page and open funding for the cycle. The system enables this button only if the cycle status is Built. The system displays a confirmation page with an appropriate message. If the user clicks OK, the system sets the current cycle status to Open.
	Click the Load button to access the Load Salary Updates and Awards page. The system enables this button only if the cycle status is Open and one or more group statuses are set to Ready to Load.
	The system enables the Close button if the cycle status is Open and all groups in the cycle have a status of Complete or Complete with Errors. Click the Close button to access a confirmation page with an appropriate message. If the user clicks OK, the system sets the current cycle status to Closed.
	The system enables this button only if the cycle status is Open or Calculated. Click the Cancel button to set the cycle status to Cancelled. In addition, the system sets the date the cycle was cancelled to the current date. It also sets the By field to the ID of the person signed on to the system. Additionally, the system checks that no groups within the cycle have a group status code of Complete. If there are one or more groups that have a group status code of Complete, the system displays an error message. You may also see a warning message if the cycle needs to be recalculated, In this case click OK to continue or Cancel to stop processing.

Status History

This grid provides you with the current and previous cycle statuses, the dates the cycle were last updated, the IDs of the users, and the names of the users who updated the compensation cycle.

Defining Access Rules

Access the Access Rules page (Compensation, Compensation Cycles, Administer Cycle, Access Rules, Access Rules).

Note. Manager Access Periods control the display of the compensation alerts that are generated, not the period to which the manager has access to enter their proposals. If the cycle is Open, the managers will have access to their group(s) based on the access defined on the Administer Cycle Roles page.

Manager Access Periods

Event Display Code

Select the event for which you want to set a start and end date. Values include:

Default
Notification Period
Review Period
Update Period

Start Date and End Date

Enter the start and end dates for each event that you add to this page.

Viewing the Cycle Summary

Access the Summary page (Compensation, Compensation Cycles, Administer Cycle, Summary, Summary).

Funding Overview for Salary Plans

After the cycle is built, this grid provides information regarding headcount, salaries, calculated amounts and percents, funded amounts and percents, and proposed amounts and percents.

Calculated Percent	This field is equal to the calculated amount divided by the calculated total salaries multiplied by 100 and then rounded to 2 decimal places. The system only displays this field for salary and variable compensation cash plans; otherwise the system does not display it.
Funded Percent	This field is equal to the funded amount divided by the adjusted total salaries multiplied by 100 and then rounded to 2 decimal places. The system only displays this field for salary and variable compensation cash plans; otherwise the system does not display it.
Proposed Percent	This field is equal to the proposed amount divided by the adjusted total salaries multiplied by 100 and then rounded to 2 decimal places. The system only displays this field for salary and variable compensation cash plans; otherwise the system does not display it.

Running the Cycle Build and Calculation Process

Access the Build Cycle page (click the Build button on the Administer Cycle page).

Click the Run button to access the Process Scheduler Request page and launch the Compensation Cycle Build Application Engine.

This process updates the cycle status, deletes old data, reads general parameters, resolves group definitions, creates employee demographic data, creates direct report nodes, create rollup nodes, processes salary plans, processes variable compensation plan information, creates an access table, and updates the cycle status log file.

Cycle ID	Select the cycle for which you want to run the cycle build and calculation process.
Funding Period Begin	Select the begin date of the funding period for which you want to run the cycle build and calculation process.
Recalculate Cycle	Select this check box if you want the system to recalculate a cycle that has already been built and calculated

Managing Compensation Cycle Transactions

Access the Manage Cycle Transactions page (Compensation, Compensation Cycles, Manage Cycle Transactions, Manage Cycle Transactions).

Save for Later

Click this button if you want to save any changes you may have made and review them later. This will update the status of the group proposals to In Progress. The system enables this button based on the role of the user and if the group status of the proposal is Calculated, In Progress, or Pushed Back.

Discard Changes

Click this button if you want to discard any changes you may have made. The system enables this button based on the role of the user and if the group status of the proposal is Calculated, In Progress, or Pushed Back.

Submit

Click this button to submit any changes you may have made to the upper node or one node up for processing. This will update the group status to Submitted. The system enables this button if the user has the Submitter role access and the group status of the proposal is Calculated, In Progress, or Pushed Back.

Push Back

Click this button to send the proposal back to the last person who had approval authority. The system enables this button based on the role of the user and if the group status is Submitted.

Note. If you define your Compensation Cycle to use the Approval Workflow Engine (AWE), the system does not enable the Push Back button. This is managed within AWE.

Confirm

Click this button to confirm group proposals. The system enables this button based on the role of the user and if the group status is Submitted.

Mark Ready to Load

Click this button to change the status of the proposal to Ready to Load. The system enables this button if the user has been assigned the Compensation Administrator role and the group status has reached the Confirmed status.

Organization Summary Data

This group box describes or lists the name of the plan, the total number of eligible employees in the plan, the total amount of eligible salaries, the total amount that has been funded for the plan, the total proposed amount for the compensation cycle, and the balance (total funded amount – total proposed amount). Organization summary data represents a manager's entire organization, including totals from direct and indirect reports.

If the manager has direct reports, the system displays an additional tab called Direct Reports next to the organizational summary. The system does this to tie the organizational summary numbers back to the employees displayed in the lower grid.

Direct Reports

This group box describes or lists the names of individuals, indicates if an individual was excluded from the compensation cycle, lists the current salaries of individuals, and provides a field that you can use to adjust the amount of the proposed change in compensation.

Change Amount

Enter the amount by which you want to change the individual's compensation and then click the Save for Later button.

The system updates the amount in the Total Proposed Amount field in the Organization Summary Data group box and recalculates the amount in the Balance field.

Indirect Reports

Depending on which method that you used to set up your trees (position-based, supervisor based, or tree based), this group box describes or lists basic information regarding the node and when it was changed. It also displays the total amount of eligible salaries, the total amount that has been funded, the total proposed amount for the compensation cycle, the proposed percent, the funded percent, and the balance (total funded amount – total proposed amount).

Reviewing and Updating Transactions for Individuals

Access the Manage Cycle Transactions - Direct Reports page (click the link under the Name field on the main Manage Cycle Transactions page).

Use this page to enter compensation changes for your individual direct reports.

Save	Click this button to save any changes you made have made to the proposal.
Discard	Click this button to discard any changes you made have made to the proposal.
Return	Click this button to return to the Manage Cycle Transactions page for the group.

Salary Proposals

Use this group box to review any changes being proposed to the employee's compensation. You can choose to exclude the employee from the process by selecting the Exclude check box. You can also enter a specific amount in the Change Amount field or decide to enter a percentage in the Proposed Percent field and let the system calculate the amount when you click Save.

Other Proposals

Use this group box to review any additional changes being proposed to the employee's compensation. You can choose to exclude the employee from the process by selecting the Exclude check box. You can also enter a specific amount in the Proposed Award field or decide to enter a number in the Modifier field and let the system calculate the amount when you click Save.

Note. Only an administrator can select the Exclude check box. On the Manager Self-Service pages, users cannot edit this field when it is displayed. An administrator can also use the Compensation Cycle Build process to exclude employees from the cycle.

Salary History

Use this group box to review the employee's salary history, including date, action reason, change amount, change percent, annual compensation, and monthly compensation.

Award History

If the system displays the Award History group box, it displays information regarding the variable compensation award history of the employee.

Performance History

If you select ePerformance integration, the system displays a Performance History group box, which displays information regarding dates, manager names, document types, and performance ratings.

Running the Load Salary Updates and Awards Process

Access the Load Salary Updates and Awards page (Compensation, Compensation Cycles, Load Salary Updates and Awards, Load Salary Updates and Awards).

Click the Run button to access the Process Scheduler Request page and launch the Compensation Cycle Load Application Engine.

This process validates the run control parameters, populates configuration rowsets, creates direct report group rowsets, processes salary increases, processes variable compensation awards, and updates the group status to Complete.

Cycle ID	Select the cycle for which you want to load salary updates and award information.
Funding Period Begin	Select the begin date of the funding period for which you want to load salary updates and award information.

Administering Cycle Roles

This section provides an overview of cycle roles and discusses how to administer cycle roles.

Understanding Cycle Roles

You use this component to capture information necessary to control access to particular compensation cycles by users that have manager and compensation administrator roles. The component should, however, be accessible only to compensation administrators.

Note. To access this component, the cycle must be in the Built or Open status.

Page Used to Manage Cycle Roles

Page Name	Definition Name	Navigation	Usage
Administer Cycle Roles	WCS_ECM_CYC_ROL	Compensation, Compensation Cycles, Administer Cycle Roles, Administer Cycle Roles	Apply or modify compensation roles for groups within a compensation cycle.

Administering Cycle Roles

Access the Administer Cycle Roles page (Compensation, Compensation Cycles, Administer Cycle Roles, Administer Cycle Roles).

Funding Period

This group box displays the begin and end dates of the cycle and includes a description.

Hierarchy

This group box lists the total number of employees for each manager, the number of employees that have been assigned access roles, and the status of the cycle for which the manager is responsible. Use the plus and minus symbols to select the reporting group that you want to view.

The title of the grid column depends on the type of tree that was used to create the cycle. This group box displays a list of managers and their corresponding roles from the Cycle Access table. The access table is pre-populated when the Cycle Calculation process is run with the manager of each group. The system allows you to add and delete rows since multiple employees can have access to the same group.

Employee ID	Displays the employee ID of the individual. Note. The manager is usually the individual who is designated as the owner of the group.
Name	Displays the name of the individual.
Owner	Select this check box to indicate who is administering the roles for the reporting group. This check box is used mainly for informational purposes only. Individuals who are designated as owner do not get audited when an administrator updates the cycle.
Access Type	Select the role that you want each individual to have for the compensation cycle. The system writes any changes to the Audit table if anyone other than the owner enters and saves an updated proposal amount. Values include: Comp Admin (compensation administrator): The compensation administrator is responsible for the compensation process including cycle definition, funding, proposal submission and compensation updates. This role has view and update capabilities at all levels, including the ability to flag approved groups for implementation. Confirmer: The confirmer role provides an individual with the ability to confirm submitted proposals for the designated groups within the organizational chain. If you are use AWE, the Confirmer role will not be available. Reviewer: The person having this role has view-only access to specific groups. Update capabilities are not available to the reviewer role. Submitter: The submitter role provides an individual with the ability to submit or push back proposals for the designated groups within the organizational chain. When changes are complete, the individual submits requests for approval. The submitted requests are then routed for approval.

Manually Distributing Funding Information for Cash, Non-Cash and Stock Awards

This section provides an overview on manual funding distribution and discusses how to:

Enter funding information for cycles by group.
Enter funding information for individuals.
Enter funding information for manually funded plans.

Understanding Manual Funding Distribution

This component is used to manually enter cash, non-cash, and stock award data for variable compensation plans that have been configured with the funding calculation set to Manual. The pages are display only unless the Cycle Status is equal to Defined or Canceled.

Pages Used to Manually Distribute Funding Information

Page Name	Definition Name	Navigation	Usage
Fund Cycle by Group	WCS_ECM_CYC_FBG	Compensation, Compensation Cycles, Fund Cycle by Group, Fund Cycle by Group	Modify calculated funding for a group of employees within a compensation cycle.
Fund Cycle by Individual	WCS_ECM_CYC_FBI	Compensation, Compensation Cycles, Fund Cycle by Individual, Fund Cycle by Individual Click the Employee Name link on the Fund Cycle by Group page.	Modify calculated funding for an individual employee within a compensation cycle.
Fund Cycle Manual Plans	WCS_ECM_CYC_FMP	Compensation, Compensation Cycles, Fund Cycle Manual Plans, Fund Cycle Manual Plans	Enter funding for groups within a compensation cycle for manually funded variable compensation plans.

Entering Funding Information for Cycles by Group

Access the Fund Cycle by Group page (Compensation, Compensation Cycles, Fund Cycle by Group, Fund Cycle by Group).

Funding Summary

This group box displays the number of direct reports, indirect reports and total reports in the Total Headcount column. It also lists total salaries for each class of employee, the number of employees who qualify to participate in the cycle, their total salaries, the calculated amount, the calculated percent, the funded amount, and the funded percent. To reveal this information for other plans, click the tabs displayed at the top of the group box.

Note. Click Save to update the Qualified Headcount, Qualified Salaries, Calculated Percent, and Funded Amount fields for each plan within the group and groups that own the selected group.

Note. Root node employees (usually managers) are included in the head counts for indirect reports and salaries. However, they should not be able to update their own data. The compensation administrator, however, can exclude top node employee from funding and the cycle. If they do exclude these employees, the compensation administrator can use the Manage Cycle Transactions page to update the proposals for root node employees, as well as the other employees that cannot be associated to any of the tree nodes in the cycle.

Direct Reports Funding Detail

The Direct Reports Funding Detail group box includes two tabs: Funding Information and Employee Information.

Funding Information

Name	Displays the name of the employee in the group. Click this link to access the Fund Cycle by Individual page.
Exclude	Select this check box if you want to exclude this employee from the funding cycle.
Baseline Percent	Displays the baseline percent that was established when the cycle was built.
Proration Factor	Displays the proration factor that was established before the cycle was built.
Calculated Amount	Displays the amount of the increase that was calculated based on the employee's current salary, baseline percent, and proration factor.
Funded Amount	Displays the amount that was funded based on the employee's current salary, baseline percent, and proration factor. Use this field to adjust the amount that is displayed in this field.
Funded Percent	Displays the percent of the amount funded in relation to the current salary and funded amount for the employee. To calculate this number the system divides the amount in the employee's Funded Amount field by the amount in the employee's Current Salary field.

Employee Information

Name	Displays the name of the employee in the group. Click this link to access the Fund Cycle by Individual page.
Exclude	Select this check box if you want to exclude this employee from the funding cycle.
Employee ID	Displays the ID of the employee.
Empl Record	Displays the employment record of the employee.
Company	Displays the company code associated with the employee.
Job Code	Displays the code associated with the employee.
Salary Plan	Displays the salary plan associated with the employee.
Salary Grade	Displays the salary grade associated with the employee.
Current Salary	Displays the employee's current salary.

Entering Funding Information for Individuals

Access the Fund Cycle by Individual page (Compensation, Compensation Cycles, Fund Cycle by Individual, Fund Cycle by Individual).

Funding Period

This group box provides the begin and end dates for the cycle as well as a description. The fields in this group box are display only.

Individual Data

This group box provides information about the employee, including Name, Job Title, Employee ID, Department, Empl Record, (employee record) Business Unit, Last Start Date, Location, and Empl Status (employee status).

	Click the Note button to access the Notepad page where you can enter additional information regarding the individual and their compensation.
Exclude All	Select this check box if you want to exclude the individual from receiving any additional monies under their salary or award plans for this cycle. The system selects all the Exclude check boxes that appear on the page and prevents users from entering information in the Funded Amount and Funded Award fields.

Salary Plans

Exclude	Select this check box if you want to exclude the individual from receiving any additional monies under their salary plan for this cycle.
Description	Displays a description of the salary plan.
Calculated Amount	Calculated during the cycle build process, this field displays the suggested amount by which you can increase the individual's salary.
Funded Amount	Enter the amount by which you want to increase the individual's salary.

Award Plans

This group box displays award plan information for the individual. The fields in this group box are nearly the same as those in the Salary Plans group box. For more information on the fields displayed in this group box, refer to the field descriptions under the Salary Plans section.

Entering Funding information for Manually Funded Plans

Access the Funding Cycle Manual Plans page (Compensation, Compensation Cycles, Fund Cycle Manual Plans, Fund Cycle Manual Plans).

Funding Period

This group box provides the begin and end dates for the cycle as well as a description. The fields in this group box are display only.

Adjusted Funding

This group box provides information about the funding for the cycle, including information about headcounts, salaries, funding, and currency.

Amount to Allocate	Use this field to enter the amount that you want to manually allocate to the departments for the cycle that is displayed. When you click Save or click on an enterable field, the system displays the amount in the Available Funding field.
Funding Allocated	Displays the total funding that was allocated in the Allocation Amount fields in the Manual Funding group box.
Available Funding	Displays the total amount of available funding that remains after the system subtracts the funding allocated amount from the amount to allocate.

Manual Funding

Group Title	Displays the name and the ID of the reporting group. If the group is based on Supervisor, the system displays the employee ID. If the group is based on Department, the system displays the department ID.
Total Qualified Headcount	Displays the total number of employees that are qualified for additional compensation for the reporting group for this cycle.
Direct Headcount	Displays the total number of direct reports that are included in the reporting group for this cycle.
Total Salaries	Displays the total salaried amount provided to employees within each reporting group that is displayed.
Allocation Amount	Enter the amount that you want to allocate to the reporting group to fund employee compensation for the cycle. The system displays the amount in the Funding Allocated field in the Adjusted Funding group box. When additional amounts are added for other groups, the system adds all the amounts you entered to the Funding Allocated field.

Note. To view additional reporting groups that are included in the cycle, click the Show next row button.

Save for Later	Click this button if you want to save any changes you may have made and review them later. This will update the status of the group proposals to In Progress. The system enables this button based on the role of the user and if the group status of the proposal is Calculated, In Progress, or Pushed Back.
Discard Changes	Click this button if you want to discard any changes you may have made. The system enables this button based on the role of the user and if the group status of the proposal is Calculated, In Progress, or Pushed Back.
Submit	Click this button to submit any changes you may have made to the upper node or one node up for processing. This will update the group status to Submitted. The system enables this button if the user has the Submitter role access and the group status of the proposal is Calculated, In Progress, or Pushed Back.
Push Back	Click this button to send the proposal back to the last person who had approval authority. The system enables this button based on the role of the user and if the group status is Submitted. Note. If you define your Compensation Cycle to use the Approval Workflow Engine (AWE), the system does not enable the Push Back button. This is managed within AWE.
Confirm	Click this button to confirm group proposals. The system enables this button based on the role of the user and if the group status is Submitted.
Mark Ready to Load	Click this button to change the status of the proposal to Ready to Load. The system enables this button if the user has been assigned the Compensation Administrator role and the group status has reached the Confirmed status.