With Classic Applications

  To change the member formula for the Bonus Basis member in Classic applications:

  1. In Planning, select Administration, then Manage, then Dimensions and select the Account dimension.

  2. Select the Bonus Basis member, click Edit, and then select Member Formula.

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

  4. 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. Refresh the application to update the outline in Essbase.

Planners can now input bonus values into the Compensation Adjustments data form quarterly instead of semiannually.

Note:

You must calculate employee data before the data reflects this change.