Understanding Plan Member Rules
This section provides a brief description of each of the plan member rules and discusses how each relates to groups, target payouts, and plan options.
Ad Hoc Award
Ad Hoc Award plans are designed for low volume, occasional awards. For Ad Hoc awards, do not set up groups or target payouts. Enter employees for each plan directly on the Eligible Employees by Plan page and enter their awards directly on the Allocate Awards by Plan page. Do not run any calculation processes. Target, minimum, and maximum payouts, carryovers, guarantees, goals, and prorated eligibility are not available options with this plan member rule. Goal Sharing is not an available plan type.
Employee Variable Compensation Record
When you choose this plan member rule, do not set up groups. On the Eligible Employees by Plan page, associate an employee with one or more variable compensation plans and specify target payouts and an optional guarantee for the employee. The employee's eligibility for a plan is based on the eligibility date that you specify on this page.
Optionally, specify minimum and maximum payouts at the plan level on the Plan Payouts page. Choose any plan type and any plan options that do not require groups.
Employee Variable Compensation Record with Groups
When you use this plan member rule, create groups of employees in Group Build and assign each group to a Variable Compensation tree. Attach the tree and group to a VC plan on the Plan Business Rules page. The employee's eligibility for a plan is based on eligibility in the group.
On the Individual’s Payout page, specify target payouts and an optional guarantee for the employee under the VC plan ID. Optionally, specify minimum and maximum payouts at the group level on the Plan Payouts With Groups page.
Choose any plan type and specify any plan options.
Define Tree/Group
With this plan member rule, create a group of employees in Group Build and assign the group to a Variable Compensation tree. Attach the tree and group to a variable compensation plan on the Plan Business Rules page.
On the Plan Payouts With Groups page, specify employees' target payout and optional minimum and maximum payouts for employees in groups on the tree. Set the payout formulas for child groups at the level of the highest parent group that shares the same payout formula. Employee guarantees are not an option.
Choose any plan type and specify any plan options.