Summary of the Group Funding Allocations Process

The procedures for allocating funds to groups on the tree vary slightly according to the group structure, how you set up manager and approver IDs, and whether the manager is a member of the group. These steps outline the generic procedures for allocating funds and calculating awards for managers and their groups down the tree.

These generic procedures assume that:

  • Approval is required under the plan business rules.

  • The manager is always a member of the group.

  • The approver is always the manager of the immediate parent group on the tree.

The following sections discuss how to allocate funds and awards to groups on the tree.

Funding the Highest Group

These two steps are done just one time for each payout period.

  1. The approver of the highest group runs the Determine Allocations process.

  2. The approver of the highest group funds the highest group on the Allocate Group Funding page.

Awarding the Group Manager and Funding Child Groups

These steps are repeated for each level of groups on the tree in succession.

  1. The approver runs the Calculate Awards process for the group.

    This process populates the Allocate Awards page.

  2. The approver of the group approves the award of the group's manager on the Allocate Awards page. The approver:

    1. Modifies the award if desired.

    2. Changes the Award status to Approved.

  3. The manager of the group receives workflow notice that he can allocate awards to his direct reports and subgroups.

  4. The manager of the group allocates and recommends awards for direct reports on the Allocate Awards page.

  5. The approver receives workflow notice that he can approve the awards for the group manager's direct reports.

  6. The approver approves awards of the group manager's direct reports.

  7. The manager allocates funds to child groups on the Allocate Group Funding page.

  8. The approvers or managers of the child groups receive a workflow notice.

    • For each subgroup that includes the managers as group members (as indicated in this example), the approver gets a workflow message saying that he should run the Calc Awards process for that group and subsequently approve the manager's award. Because we assumed in this example that the manager of a group is the approver of the subgroups, the person who allocated funds to the subgroups is the same as the one who gets this workflow message.

    • For each subgroup that does not include the manager as group member, the manager gets a workflow message that he should run the Calc Awards process, recommend the awards of the direct reports, and fund the subgroups.

  9. Steps 3 through 8 are repeated for each group moving down the tree, because not the same person is doing each step.