Changing Bonus Frequency

This example changes bonuses from twice a year (March and September) to quarterly (March, June, September, and December). To make the change:

Add the June and December members to the Compensation Adjustment data form.
Extend the member formula for the Bonus Basis member to include June and December.

Change the Compensation Adjustments data form to reflect the new bonus months:

In Planning, select Administration, then Manage, then Data Forms, and then select the Compensation Adjustments data form.
Click Edit and then select Layout.
To the right of Column Definition 2, click for the Period dimension.
Expand YearTotal, Q2 and Q4, and then select Jun and Dec.
Reorder the members so they display in this order: March, June, September, December.
Click Submit and then Finish.

The Compensation Adjustments data form now reflects the new bonus months.

Next you change the member formula for the Bonus Basis member to include calculations for the new bonus months.