PeopleSoft eCompensation Manager Desktop 9.1 PeopleBook

Allocating Compensation Information

This chapter discusses how to:

Allocate compensation.
Review and monitor the compensation process.

Allocating Compensation

This section discusses how to:

Select compensation activities.
Allocate compensation for direct and indirect reports.
Allocate compensation for direct reports.
Allocate compensation for indirect reports.

Pages Used to Allocate Compensation

Page Name	Definition Name	Navigation	Usage
Allocate Compensation - Select a Compensation Activity	WCS_ECM_MSS_HOME	Manager Self Service, Compensation and Stock, Allocate Compensation, Allocate Compensation - Select a Compensation Activity	Review the status of the compensation cycles for which you have a role. This page displays the compensation cycle, a description of the group associated with the cycle, the role of the manager who accessed the page, and the status of the compensation cycle.
Allocate Compensation	WCS_ECM_MSS_SUM	On the Allocate Compensation - Select a Compensation Activity page, click the link associated with the cycle that you want to update.	Use this page to enter changes to the proposed compensation amounts allocated to your direct reports. You can also navigate into any of your indirect groups to review their proposals.
Allocate Compensation - Direct Reports	WCS_ECM_MSS_DET	On the main Allocate Compensation page, click the link associated with the direct report (employee) for which you to change or update compensation information.	Use this page to enter changes to the proposed compensation amounts allocated to your direct reports.
Allocate Compensation (indirect reports)	WCS_ECM_MSS_SUM	On the main Allocate Compensation page, click the link associated with the department that you want to update.	Use this page to enter changes to the proposed compensation amounts allocated to your indirect reports.

Selecting Compensation Activities

Access the Allocate Compensation - Select a Compensation Activity page (Manager Self Service, Compensation and Stock, Allocate Compensation, Allocate Compensation - Select a Compensation Activity).

Click the link under the Cycle Name column to access the Allocate Compensation page.

Allocating Compensation for Direct and Indirect Reports

Access the Allocate Compensation page (on the Allocate Compensation - Select a Compensation Activity page, click the link associated with the cycle that you want to update).

Planning Currency

This field comes from the Currency sub-page. The system hides this field, however, if the cycle does not allow currency conversion. The system converts all monetary values from the base currency (stored values) to the selected currency (derived values).

Display Individual Data In

When you initially access this page, the system defaults this field to Paid Currency. To change the view of the amounts being proposed, select Plan Currency.

Note. The system displays data in the Organizational Summary and Indirect Reports sections in the planning currency. Direct Reports are displayed in the paid currency. Currency amounts are displayed with 2 decimals.

Save for Later

Click this button if you want to save any changes you may have made and return to them at a later date.

Discard Changes

Click this button if you want to discard any changes you may have made.

Submit

When you click this button, the system sets the group status to Submitted. If the application is configured to alert other users to the changed status, it will send out an alert. The system only enables the Submit button if all the indirect groups are marked as Submitted.

Push Back

When you click this button, the system sets the group status to Pushed Back. If the application is configured to alert other users to the changed status, it will send out an alert. The system only enables the Push Back button for groups that are in a Submitted status.

Note. The system hides this button in Funding mode. This button is also hidden if the user has display-only access and if the user is not either the approver or manager of the immediate group.

Confirm

Click this button to confirm and save any changes that may have been made to the proposal. The system displays this button only to those individuals that have Confirmer access role assigned for the selected group node.

Note. The Confirm button is hidden if the AWE framework is enabled.

(view charts)

Click to display the Group Summary Analytics page, which shows a graphical representations of the compensation data contained in the cycle.

Organization Summary Data

This group box displays the name of the plan, the total number of eligible employees, the total number of all eligible salaries, the total funded amount, the total proposed amount, and the balance. To view the same information for your direct reports, click the My Direct Reports tab.

<Plan Name> Direct Reports

Use this fields in this group box to access the Allocate Compensation - Direct Reports page for individuals, add notes, exclude employees from the compensation cycle, and change compensation amounts for individual employees.

Name	To access the Allocate Compensation - Direct Reports page, click the name of the employee under the Name column.
(notes)	Click to access the Notepad page.
Exclude	Select this check box if you want to exclude an employee from the compensation cycle.
Change Amount	Enter the amount by which you want to change the employee's compensation. The system displays the amount in the Total Proposed Amount field in the Organization Summary Data group box when you click out of the field. As you make additional changes, the system adds the last change to the previous one until you have completed all the changes for the group displayed and saved or submitted the proposal. In addition, the system updates the amounts in the Balance and the Proposed Percent fields.
Proposed Percent	Enter the percentage by which you want to change the employee's compensation. The system changes the amount in the adjacent Change Amount field, updates the amount in the Total Proposed Amount field, and then either adds or subtracts the amount from the Balance field in the Organization Summary Data group box.

<Plan Name> Indirect Reports

Use this group box to view compensation and group status information for the departments that report to you. To access the Allocate Compensation (indirect reports) page for a particular department, click the ID of the department under the Department ID column.

Allocating Compensation for Direct Reports

Access the Allocate Compensation – Direct Reports page for direct reports (on the main Allocate Compensation page, click the link associated with the direct report that you want to update).

The system populates the fields on the page from data residing in the proposal grids on the Direct Report Details page for the individual.

The page also contains additional grids populated with historical data from the Job and Variable Compensation Award tables. The system copies general employee information from selected proposal rows.

The system populates the proposals grids by copying rows from the corresponding direct report grid for the selected employee. If you modify any fields on the page the system copies the information back to the corresponding direct report proposal grid and row. The system enables users to update proposed amounts unless they have display only access.

Note. For specific information regarding the fields displayed on this page, refer to the field descriptions in the previous section.

Allocating Compensation for Indirect Reports

Access the Allocate Compensation page for indirect reports (on the main Allocate Compensation page, click the link associated with the department that you want to update).

This page displays funded and proposed summary information for each salary plan and variable compensation plan configured within a given cycle. The system computes summary information from indirect reports only. It does not include subgroups. The system also uses this page to display employee detail information. The detail information shown is specific to the selected salary or variable compensation plan. The system enables users to update proposed amounts unless they have display only access.

Note. For specific information regarding the fields displayed on this page, refer to the field descriptions in the Allocating Compensation for Direct and Indirect Reports section.

Planning Currency	This field comes from the Currency sub-page. The system hides this field, however, if the cycle does not allow currency conversion. The system converts all monetary values from the base currency (stored values) to the selected currency (derived values).
Display Individual Data In	When you initially access this page, the system defaults this field to Paid Currency. To change the view of the amounts being proposed, select Plan Currency. Note. The system displays data in the Organizational Summary and Indirect Reports sections in the planning currency. Direct Reports are displayed in the paid currency. Currency amounts are displayed with 2 decimals.
Save for Later	Click this button if you want to save any changes you may have made and return to them at a later date.
Discard Changes	Click this button if you want to discard any changes you may have made.
Submit	When you click this button, the system sets the group status to Submitted. If the application is configured to alert other users to the changed status, it will send out an alert. The system only enables the Submit button if all the indirect groups are marked as Submitted.
Push Back	When you click this button, the system sets the group status to Pushed Back. If the application is configured to alert other users to the changed status, it will send out an alert. The system only enables the Push Back button for groups that are in a Submitted status. Note. The system hides this button in Funding mode. This button is also hidden if the user has display-only access and if the user is not either the approver or manager of the immediate group.
Confirm	Click this button to confirm and save any changes that may have been made to the proposal. The system displays this button only to those individuals that have Confirmer access role assigned for the selected group node. Note. The Confirm button is hidden if the AWE framework is enabled.
(view charts)	Click to display the Group Summary Analytics page, which shows a graphical representations of the compensation data contained in the cycle.