Entering Matrix Goal Attainments

Enter goal attainments after you have completed the performance review. You must complete the attainments before calculating awards.

This section discusses how to enter matrix goal attainments.

Page Name

Definition Name

Usage

Define Goal Attainments - Matrix Goals Page

VC_MTX_GOAL_ATN

Enter the numeric value for the attainment of each goal in the matrix.

The system calculates the performance score and determines the payout formula.

Matrix Goals w/in Group Page

VC_MTX_GOAL_WG_ATN

Enter the numeric value for the attainment of each goal in the matrix.

The system calculates the performance score and determines the payout formula.

Use the Define Goal Attainments - Matrix Goals page (VC_MTX_GOAL_ATN) to enter the numeric value for the attainment of each goal in the matrix.

The system calculates the performance score and determines the payout formula.

Navigation:

Compensation > Variable Compensation > Define Goal Attainments > Matrix Goals > Matrix Goals

This example illustrates the fields and controls on the Define Goal Attainments - Matrix Goals page.

Define Goal Attainments - Matrix Goals page

Viewing the Goals Matrix

The system displays the goals matrix that you set up for the plan ID with the values that you entered on the Matrix Goals setup page. You cannot change those values on this page.

Entering Goal Attainments

Field or Control

Description

Attainment

On each row of the matrix, enter the goal attainment value for that goal. It is expressed in the same numeric representation as the performance values that you entered into the matrix. The system uses the goal attainment value to interpolate a performance value in the matrix, and it uses the percentage of the corresponding performance level in the performance score calculation.

Score

The system calculates the performance score by multiplying the goal weight by the performance level that was calculated for the attainment.

Payout Formula

The system compares the total score to the score ranges that you set up on the Payout Schedule page. It populates the Payout Formula field with the payout formula that you defined for the corresponding range.

Total Score

The system displays the sum of the performance scores for all goals. It uses the total score to determine the payout formula.

Use the Matrix Goals w/in Group page (VC_MTX_GOAL_WG_ATN) to enter the numeric value for the attainment of each goal in the matrix.

The system calculates the performance score and determines the payout formula.

Navigation:

Compensation > Variable Compensation > Define Goal Attainments > Matrix Goals w/in Group > Matrix Goals w/in Group

This page and its fields are identical to the Define Goal Attainments - Matrix Goals page, with the addition of this field:

Field or Control

Description

Group ID

Find the group ID for which you want to enter goal attainment values. Only the groups for which you have security access are available.

The system automatically applies the highest group's attainments, performance scores, and payout formula to all child groups, unless you have set up a different matrix at a lower level. By default, child groups take on the matrix and payout formula of the next highest group with a goal matrix.