Create a user-defined category for commissions?

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In this fourth of our 6-part video series on creating a total compensation statement, you'll go through the steps to create a user-defined category for commissions.

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There are four steps to create a user-defined category for commissions. First, you'll need to create three compensation items.

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To start, open the Compensation work area.

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Select My Client Groups.

Select Compensation.

Select Compensation Items.

Select Add.

Enter the item name, then select the Source Type and LDG.

In the Item Name field enter Commission Year End.

In the Source Type field select Payroll balance.

In the Legislative Data Group field enter US and press Enter.

In the Payroll Balance field select Search.

Select the payroll balance.

In the Payroll Balance field enter sales.

Press Enter.

In the Search Results select Sales Commission.

Select OK.

Then select the dimension. There are three different types of dimensions – assignment, relationship, and term. Assignments focus on a specific employee assignment. Relationships focus on the entire employment relationship. Year to Date means from the calendar year to date. Inception to Date means from the beginning of that assignment, relationship, or term to date. Period to Date means from that pay period to date. There's no Assignment Period to Date because assignments aren't measured by pay periods. Depending on your configuration, not all these options might be available in your environment. You might also have other options available, such as Fiscal Year to Date and Rolling 12 Months. Something to keep in mind as you work toward creating your total compensation statement is that when the batch process is run for the statement definition to create the total compensation statement, it uses the start and end dates of the statement definition period as a priority for filtering before it creates the total compensation statement. This means that the dimension you choose might initially include a large amount of data, but that data will be refined by the statement definition period start and end dates.

Highlight the three different dimension types as they're mentioned in the narration.

Highlight the different dimension types as they're mentioned in the narration.

In the Dimension field select Assignment Year to Date.

When you're done, select Save and Close.

Hover over Save and Close.

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Use the same process to create the Sales Revenue Year End and Sales Target Year End items.

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The second step is to create a user-defined category.

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Open the Compensation Categories work area.

Select the Go back icon.

Select Compensation Categories.

Select Add.

Add a user-defined Commissions category with three columns.

In the Category Name field, enter Commissions.

In the Category Type field select User-Defined.

In the Number of Item Columns field select 3.

Select Continue.

Select your Level of Detail and then edit the column properties.

In the Level of Detail field select Viewers see all details on one page.

Select Edit Column Properties and select Your Contribution.

In the Column Label field enter Sales Target.

Select OK.

Select Edit Column Properties and select Company Contribution.

In the Column Label field enter Sales Revenue.

Select OK.

Select Edit Column Properties and select User-Defined Column 3.

In the Column Label field enter Commission.

Select OK.

Now you have columns for each of the compensation items you created.

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The third step is to attach the compensation items.

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Select Add Items.

Enter a name, description, and item names.

In the Name field, enter Sales Revenue and Commissions.

In the Description field enter Year End Activity.

In the Sales Target field enter Sales Target Year End.

Press TAB.

In the Sales Revenue field enter Sales Revenue Year End.

Press TAB.

Select the Commission drop-down list and select Search.

In the Item Name field enter Commission Year End.

Select Search.

In the Search Results, select Commission Year End.

Select OK.

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The last step is to configure your display options.

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Here you can configure your graph properties.

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Select the Graphs tab.

In the First Graph section, Graph Title field, enter Revenue Generated.

In the Graph Type field select Bar.

Select the Sales Revenue checkbox.

In the Second Graph section, Graph Title field, enter Commissions Earned.

In the Graph Type field select Bar.

Select the Commissions checkbox.

Select the Descriptive Text tab.

Next you can enter any text to describe what's included in the category or policy details, and format it as needed.

Highlight the text field.

Highlight the formatting options.

When you're done, select Save and Close.

Hover over Save and Close.

This concludes part 4 of our 6-part video series on creating a total compensation statement. Be sure to check out part 5, where you'll go through the steps to create a stock history category.

For more information, refer to this topic in Oracle Help Center.

Thanks for watching.