Compensation Event Assessment: Adding Financial Breakdown

To enter the financial breakdown for the compensation event assessment:

  1. From the left Navigator, select Tasks.
  2. Select the compensation event assessment task from your Tasks page.
  3. Select Accept to accept the task.
  4. Select the Assessment Breakdown tab.
  5. Select a line item and select the Cost BreakDown icon to open the cost breakdown panel.
  6. Select the Plus icon to open the Cost Code Picker form.
  7. Select the CBS Node which will add it to the cost breakdown panel against that line item.
  8. Enter in the amount for the selected line item that you want to allocate against the CBS Node.
  9. Select Save.
  10. Select Send to submit the compensation event assessment for internal review.
    • The cost sheet is automatically updated.

Related Topics

Creating a Compensation Event Assessment



Last Published Monday, January 6, 2025