Mass calculating payouts

Use this procedure to combine multiple component programs, pay components, and resources in your payout calculations.

  1. Select Compensation > Incentive Compensation > Payouts > Mass Calculate Payouts.
  2. On the Mass Calculate Payouts form, specify this information:
    Compensation Programs

    Specify up to six compensations programs for which to calculate payouts.

    Note: 

    All of the compensation programs must have the same version date.

    If you leave these fields blank, all compensation programs will be included.

    Compensation Program Version

    If you selected compensation programs, specify the compensation program (or programs) version date.

    Program Manager

    Select a program manager to create payout calculations for compensation programs assigned to the program manager.

    Pay Component(s)

    Specify up to six pay components.

    If you selected compensation programs, the calculations will be on the selected components for the selected compensation programs.

    If you leave these fields blank, all pay components will be included.

    Resource Employment ID Begin, End

    Specify a range of employment IDs for which to calculate payouts. If you also specified compensation programs or pay components, the calculations will be on employment IDs that match all the criteria specified.

    Exclude Resources in Group, As Of Date

    Select a group of resources for which you do not want to calculate payouts.

    If you select a group, you must specify the As Of Date, which determines the membership in the group.

    Currency

    Select a currency to calculate only payouts for that currency. Leave this field blank to calculate for all currencies.

    Compensation Period Range

    Select a compensation period date range or a scheduled payment date range to limit the date range for which payments will be calculated. You can leave both fields blank.

    Scheduled Payment Date Range

    Select a scheduled payment date range or a compensation period range to limit the date range for which payments will be calculated. You can leave both fields blank.

    Payment Date

    Required. Specify the payment date associated with the calculations.

  3. Click OK to run this action immediately.

    or

    Click Schedule to schedule the action to run at a later date or on a defined schedules (for example, nightly).