With Performance Management Architect Applications

  To add Star Performer as a member of the Performance Smart List:

  1. Select Navigate, then Administer, and then Dimension Library.

  2. In Shared Library, right-click the Performance Smart List, then select Create Member, and then As Child.

  3. Enter the name Star Performer, and then click OK.

    Star Performer is displayed as a Performance Smart List member.

  4. In Star Performer properties, in the Value column, enter Star Performer as the Label. Leave all other default values.

    See Oracle Hyperion Enterprise Performance Management Architect Administrator’s Online Help.

    Tip:

    Labels are displayed in the user interface. Labels can be text or they can reference a resource variable by name. For example, to set a label to Star Performer, either set it to Star Performer directly or set it to the name of a resource—such as LABEL_STAR_PERFORMER—which may be localized. For information about localizing labels, see Oracle Hyperion Planning Administrator’s Online Help.

  5. Click Save.

    The Performance Smart List dimension now includes the new performance rating member for use in other calculations.

  6. Redeploy the application after this change.

    See Oracle Hyperion Enterprise Performance Management Architect Administrator’s Online Help.

  Add a 20% merit increase calculation and 20% bonus calculation based on Star Performer performance ratings by extending existing member formulas:

  1. Select Navigate, then Administer, and then Dimension Library.

  2. In Shared Library, select WFP-Accounts, and then click Expand icon until you see Compensation Assumptions.

  3. Select Rec. Merit % to display its properties.

  4. In Property, double-click Member Formula, and then click the ellipsis to display the Memo Editor dialog box.

  5. In the Memo Editor dialog box, add the following calculation to the member formula to assign a 20% merit increase to employees with a Star Performer rating:

    ELSEIF ("Performance" == [Performance.StarPerformer]) 0.20;

    The revised member formula is:

    [OpenInputValueBlock]
    IF (@ISMBR(“BegBalance”))
    IF (“Performance” == [Performance.FailsToMeetExpectations])  0.00;
    ELSEIF (“Performance” == [Performance.NeedsImprovement]) 0.02;
    ELSEIF (“Performance” == [Performance.MeetsExpectations]) 0.04;
    ELSEIF (“Performance” == [Performance.ExceedsExpectations]) 0.06;
    ELSEIF (“Performance” == [Performance.FarExceedsExpectations]) 0.10;
    ELSEIF (“Performance” == [Performance.StarPerformer]) 0.20;
    ENDIF
    ELSE
    	#MISSING;
    ENDIF
    [CloseInputValueBlock]
  6. Validate the change.

    See Oracle Hyperion Enterprise Performance Management Architect Administrator’s Online Help.

    Note:

    You can only validate a member formula after you deploy the Workforce Planning application to Planning.

  7. Click OK.

  8. Make similar changes to the Rec. Bonus % member formula.

  9. Click OK.

  10. Redeploy the application after this change. See Oracle Hyperion Enterprise Performance Management Architect Administrator’s Online Help.