To add the Equity Month and Equity Adjustment % input members to Performance Management Architect applications:
In Oracle Hyperion EPM Architect, Fusion Edition, select Navigate, then Administer, and then Dimension Library.
In Shared Library, expand WFP-Accounts, WFP-Assumptions, and Employee Properties to select the member Merit Month.
Right-click Merit Month, then select Create Member, and then select As Sibling.
Enter the name, Equity Month, for the new member, and click OK.
Equity Month is inserted below Merit Month in the Master View. Note that we are associating this member with the Smart List named Month.
Note:
Whenever you create members, consider assigning access permissions to them based on functions or department.
In Shared Library, expand WFP-Accounts, WFP-Assumptions, and Compensation Assumptions to select the member Merit Adjustment %.
Right-click Merit Adjustment %, then select Create Member, and then select As Sibling.
Enter the name, Equity Adjustment %, for the new member, and then click OK.
Equity Adjustment % is inserted below Merit Adjustment % in the Master View.
Under the Value column, set the Equity Adjustment % properties:
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.
To add the new input members—Equity Month and Equity Adjustment %—to the Compensation Adjustments data form:
In Planning, select Administration, then Manage, then Data Forms, and then select the Compensation Adjustments data form.
In Layout, under Column, to the right of the Account members, select
.Select the Equity Month and Equity Adjustment % members, and then add them to the end of the list:
Annual Salary
Pay Type
Salary Basis
Hours per week
Differential %
Performance
Merit Month
Rec. Merit %
Override Merit %
Merit Adjustment %
Equity Month
Equity Adjustment %
Add the calculated members Equity Adjustment % Cum and Equity:
In Oracle Enterprise Performance Management Workspace, Fusion Edition, select Navigate, then Administer, and then Dimension Library.
In Shared Library, expand WFP-Accounts, WFP-Assumptions, and Compensation Assumptions to select the member Equity Adjustment %.
Right-click Equity Adjustment %, then select Create Member, and then As Sibling.
Enter the name, Equity Adjustment % Cum, for the new member, and click OK.
Equity Adjustment % Cum is inserted below Equity Adjustment % .
Double-click Member Formula, and then click the ellipsis button to display and edit its value.
In the Memo Editor, define and save the formula for Equity Adjustment % Cum:
[OpenInputValueBlock]
IF ("Cal TP-Index" == 1 AND "BegBalance"->"Equity Month"<= [Month.Jan])
"BegBalance"->"Equity Adjustment %";
ELSEIF ("Cal TP-Index" == 2 AND "BegBalance"->"Equity Month"<= [Month.Feb])
"BegBalance"->"Equity Adjustment %";
ELSEIF ("Cal TP-Index" == 3 AND "BegBalance"->"Equity Month"<= [Month.Mar])
"BegBalance"->"Equity Adjustment %";
ELSEIF ("Cal TP-Index" == 4 AND "BegBalance"->"Equity Month"<= [Month.Apr])
"BegBalance"->"Equity Adjustment %";
ELSEIF ("Cal TP-Index" == 5 AND "BegBalance"->"Equity Month"<= [Month.May])
"BegBalance"->"Equity Adjustment %";
ELSEIF ("Cal TP-Index" == 6 AND "BegBalance"->"Equity Month"<= [Month.Jun])
"BegBalance"->"Equity Adjustment %";
ELSEIF ("Cal TP-Index" == 7 AND "BegBalance"->"Equity Month"<= [Month.Jul])
"BegBalance"->"Equity Adjustment %";
ELSEIF ("Cal TP-Index" == 8 AND "BegBalance"->"Equity Month"<= [Month.Aug])
"BegBalance"->"Equity Adjustment %";
ELSEIF ("Cal TP-Index" == 9 AND "BegBalance"->" Equity Month"<= [Month.Sep])
"BegBalance"->"Equity Adjustment %";
ELSEIF ("Cal TP-Index" == 10 AND "BegBalance"->"Equity Month"<= [Month.Oct])
"BegBalance"->"Equity Adjustment %";
ELSEIF ("Cal TP-Index" == 11 AND "BegBalance"->"Equity Month"<= [Month.Nov])
"BegBalance"->"Equity Adjustment %";
ELSEIF ("Cal TP-Index" == 12 AND "BegBalance"->"Equity Month"<= [Month.Dec])
"BegBalance"->"Equity Adjustment %";
ELSE
#MISSING;
ENDIF
[CloseInputValueBlock]
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 the Oracle Hyperion Enterprise Performance Management Architect Administrator’s Guide).
In Shared Library, expand WFP-Accounts, Employee Expenses, Total Compensation, Total Salary, and Adjusted Salary to select the member Merit.
Right-click Merit, then select Create Member, and then select As Sibling.
Enter the name, Equity, for the new member, and then click OK.
Equity is inserted below Merit in the Shared Library.
Double-click Member Formula, and then click the ellipsis button to display and edit its value.
In the Memo Editor, enter and save the following formula for Equity:
[OpenInputValueBlock]
IF (NOT @ISUDA([Dimension("DIM_NAME_SCENARIO")], "ACTUAL"))
"Salary" * "Equity Adjustment % Cum";
ENDIF
[CloseInputValueBlock]
Note:
If you add an equity adjustment account, you must modify the Salary member formula to reflect the equity adjustment.
Click Validate to validate the member formula.
Note:
You can validate a member formula only after you deploy the Workforce Planning application to Planning.
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.
Now planners can input salary adjustments into the Equity Adjustment % member on the Compensation Assumptions data form, and select the effective month for the adjustment from a Smart List. The calculated equity value is added to employee's adjusted salary, starting from the effective month.