With Performance Management Architect Applications

  To change the member formula for the Bonus Basis member in Performance Management Architect applications:

1. In EPM Workspace, select Navigate, then Administer, and then Dimension Library.

2. In Shared Library, expand WFP-Accounts, WFP-Assumptions, Compensation Assumptions, and Bonus Basis to select the member Bonus Basis.

3. In the Value column of the Bonus Basis properties, double-click Member Formula, and then click the ellipsis button to display and edit its value.

   The member formula currently allows first and third Quarter bonuses for employees whose type is Regular (set using the Smart List Employee Type):

4. In the Memo Editor dialog box, extend the member formula to review bonuses every three months instead of six, and then save it:

   [OpenInputValueBlock]

   IF ("Employee Type" == [EmployeeType.Regular] AND (@ISMBR ("Mar") OR @ISMBR("Jun") OR @ISMBR("Sep") OR @ISMBR("Dec")))

   3;

   ELSE

   #MISSING;

   ENDIF

   [CloseInputValueBlock]

   Notice that the 6 is now 3, indicating that the formula looks to the last three months instead of six.

5. Click Validate to validate the member formula.

   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 OK.

   Planners can now input bonus values into the Compensation Adjustments data form quarterly instead of semiannually. You must calculate employee data before the data reflects this change.

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

   Note:

   The Redeploy option is available only after an application is successfully deployed.