With Classic Applications

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

1. Select Administration, then Manage, and then Smart Lists.

2. Select the Performance Smart List, and then click Edit.

3. Select Entries, and then click Add.

4. Enter the following:

   In the Name column, enter Star Performer

   In the Label column, enter Star Performer

   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.

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

1. Select Administration, then Manage, and then Dimensions.

2. Select the Account dimension, and then, under Compensation Assumptions, select Rec. Merit %.

3. Select Rec. Merit %, click Edit, and then select Member Formula.

4. In Enter Member Formula, 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]

5. Click Validate Member Formula to validate the change.

   Note:

   You can validate a member formula only after you deploy the Workforce Planning application to Planning (see Oracle Hyperion Enterprise Performance Management Architect Administrator’s Online Help).

6. Click Save.

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

8. Click Save.