Adding events for multiple employees

Once employees have been assigned an event, you can use the Event Generator to create, delete, or update events for multiple employees at the same time. These events can apply to specific groups of employees or all employees. Administrators can use this tool to set up initial Employee Budgeting data before users begin budgeting. For example, administrators can use the Event Generator to create standard salary increases for all employees.

To add events for multiple employees:

  1. Click Event Generator.
  2. Select Create, Update, or Delete.
  3. From the EventType list, select an event.
  4. In the Date box, specify the date of the event.
  5. In the With Values section, specify the information that is required for the selected event type. For example, for a bonus event, specify an amount in the Amount/Rate box.
    If multiple events are applied on the same day, it is important to specify each event separately. Do not merge multiple changes into a single event. This is particularly important when changing the employee type, which determines how certain events are processed. Therefore, to ensure multiple events are processed properly and in accordance with a new employee type, first specify the New Type event and then specify the remaining events, one at a time.
  6. In the Where section, select the employees affected. Multiple selections are allowed for each field. Optionally, select a salary range.
  7. By default, Detail Budgeting calculates employee views after the event type is processed. If you do not want the views calculated, clear the Calculate employee views after event type is processed check box.
  8. If you want the event added prior to existing events, select the Allow insertion of events check box. Selecting this check box prevents you from filtering by salary. By default, Detail Budgeting only adds events to employees who have no existing events after the date specified in the Date box.
    If an employee was transferred before the date for the generated event, the event is inserted into the unit where the generated event date falls. For example, if the employee has a transfer date of June 1 and the generated event has a date of July 1, the event is applied to the destination unit. If the employee has a transfer date of August 1, the original unit is updated, but the information is not included in the destination unit.
  9. Click Preview to display an HTML report that lists the names of the employees (by unit and employee ID) that are affected by the custom event.
  10. Click Save to generate the event to the previewed employees (if you are creating or updating an event). If you are deleting an event, clicking Save deletes the event for the selected data slice.

Click Reset to return the page to its default settings.