Use the Allocations tab to define employee compensation allocations to General Ledger accounts. You can view and modify allocation data by segments or chart fields such as project, fund, or program.
To manage allocations:
Perform steps 1-7 in Maintaining Employee Compensation Details.
Perform any task on the Allocations tab:
To create allocations, right-click, select Add Allocation Information, and then perform these steps:
Specify the following:
Effective Start Date—When to apply the allocation
Effective End Date—When to remove the allocation
Click Add.
Select segments or chart fields for Account and Entity.
Specify segments or chart fields for all other General Ledger settings such as Program or Project that you use to budget.
In Percentage Allocation enter a percentage for the allocation.
Save.
To remove allocations, right-click, and then select Delete Allocation Information.
Important: Ensure that allocations do not overlap, causing the total allocation percentage to exceed 100%, by right-clicking, and then selecting View Overlapping Allocations. See Correcting Overlapping Allocations.