Export the rating from the US performance forms then load ratings for all eligible employees into the Overall Performance background element of the Employee Profile.

Import the German ratings into the Overall Performance background element of the Employee Profile. The US ratings remain in the performance forms.

Export the rating from the US performance forms then load ratings for all eligible employees into a lookup table.

Create a specific performance form template for the German employees and have the customer load their ratings into it.

Custom views

Executive review

Compensation profile

Field-based permission

Business goal performance

Bonus payout

Employee history gaps

Employee history overlaps

The customer is using a different bonus calculation formula.

The customer is using a different plan period date range.

The customer is using different eligibility rules.

The customer has some employees in Employee Central and others in an external system.

The customer is using a different route map.

Enable Guideline Optimization

Use MDF rule instead of imported eligibility rule

Hybrid template

Enable Suppress Statement

Bonus plan file

Business goals file

Business goal weights file

Design Worksheet

Business Goal Weights

Business Goals

Bonus Plan

Background Element

Business goals data file

Bonus plan data file

User data file

Employee history data file

This employee is eligible for the BU plan for a portion of the plan year, from August 1–December 31.

This employee is eligible for the Corp plan for the entire plan year, from January 1–December 31.

This employees is eligible for the Corp plan from January 1–July 31 and the BU plan from August 1–December 31.

This employee is eligible for the BU plan for a portion of the plan year, from January 1–July 31.

Employee History Overlaps report

Employee History Gaps report

Employee History report

Bonus Payout Details report

Configure the Basis field as a custom field in the background element.

Leave the Basis field blank when importing the employee history data file.

Delete the Basis field header when importing the employee history data file.

Configure the Basis field to be hidden in the background element.

To include inactive users as part of the payout calculation

To exclude employees who have given their notice from the Variable Pay form

To exclude employees who have given their notice from the bonus payout calculation

To include inactive users as part of the Variable Pay form

Enter values in the minimum/maximum columns on the business goals file.

Configure minimum/maximum guidelines in the plan setup.

Create gates using performanceMin and performanceMax.

Set min-max to display as guideline pattern.

Variable Pay XML template

Column Designer

Configure Label Names and Visibility

Succession data model

Imported from bonus plan

Imported from goal management

Imported from employee history

Imported from user data file

Calculations

Lookup values

Guidelines

Reports

Define compensation period data in the compensation profile.

Configure custom views in plan setup.

Build an integration with the previous variable pay goal template.

Create eligibility rules to pull historical data from previous plans.

Plan name

Plan ID

Plan number format

Plan type

Division

Subtraction

Multiplication

Addition

Update Goal Result and Update worksheets.

Delete the user from their worksheet and add them back into the worksheet.

Delete the existing worksheet and then launch a new set.

Calculate Bonus and Update worksheets.

Bonus Plan Name

Team Section Weight

Bonus Cap Percentage

Individual Section Weight