With Classic Applications

  To add the Equity Month and Equity Adjustment % input members in Classic applications:

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

2. After Merit Month, add the Equity Month input member. See Oracle Hyperion Planning Administrator's Online Help.

3. Set properties for Equity Month:

   Table 8.  Equity Month Member Properties

   Property	Value
   Account Type	Saved Assumption
   Variance Reporting	Non-Expense
   Time Balance	Balance
   Skip	None
   Data Type	Non-Currency
   Data Storage	Store
   Plan Type: Wrkforce	Ignore
   Smart Lists	Month

   Note that we are associating this member with the Smart List called Month.

   Note:

   Whenever you create members, consider assigning access permissions to them based on functions or department.

4. Now add the Equity Adjustment % input member after Merit Adjustment % and then set its properties:

   Table 9.  Equity Adjustment % Member Properties

   Property	Value
   Account Type	Saved Assumption
   Variance Reporting	Non-Expense
   Time Balance	Balance
   Skip	None
   Data Type	Percentage
   Data Storage	Store
   Plan Type: Wrkforce	Ignore
   Smart Lists	None

  To add the new input members—Equity Month and Equity Adjustment %—to the Compensation Adjustments data form:

1. In Oracle Hyperion Planning, Fusion Edition, select Administration, then Manage, then Data Forms, and then select the Compensation Adjustments data form.

2. Click Edit, and then Layout.

3. To the right of Account, select , then select the Equity Month and Equity Adjustment % members, and then order them like this:

   • Annual Salary

   • Pay Type

   • Salary Basis

   • Hours per week

   • Differential %

   • Performance

   • Merit Month

   • Rec. Merit %

   • Override Merit %

   • Merit Adjustment %

   • Equity Month

   • Equity Adjustment %

4. Save the data form.

  To add the calculated members Equity Adjustment % Cum and Equity:

1. After the Equity Adjustment % member, create the Equity Adjustment % Cum member and set its properties:

   Table 10. Equity Adjustment % Cum Member Properties

   Property	Value
   Account Type	Saved Assumption
   Variance Reporting	Non-Expense
   Time Balance	Balance
   Skip	None
   Data Type	Percentage
   Data Storage	Dynamic Calc
   Plan Type Wrkforce	Ignore
   Smart Lists	None

2. Save the properties and, in Member Formula, 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]

3. Add the Equity member after the Merit member, and then set and save its properties:

   Table 11.  Equity Member Properties

   Property	Value
   Account Type	Expense
   Variance Reporting	Expense
   Time Balance	Flow
   Exchange Rate Type	Average
   Data Type	Currency
   Data Storage	Store
   Plan Type: Wrkforce	Addition
   Smart Lists	None

4. In Member Formula, 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, to reflect the equity adjustment, you must modify the Salary member formula.

5. Refresh the application to update the outline in Oracle Essbase.