Creating mass enrollments

Instead of enrolling resources one compensation program at a time, you can create mass enrollments for all active compensation programs, for up to six compensation programs that share the same version date, or for all the compensation programs assigned to a program manager. You can also finalize the enrollments as they are created or create them in Pending state.

  1. Select Compensation > Incentive Compensation > Enrollment > Mass Create Enrollments.
  2. On the Mass Create Enrollments form, specify this information:
    Compensation Program(s)

    Select up to six compensation programs for which to enroll resources.

    Note: 

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

    If you leave these fields blank, the action will run for all compensation programs.

    Compensation Program Version

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

    Program Manager

    You can select a program manager to create enrollments for compensation programs assigned to the program manager.

    Complete Finalization Process Automatically

    Select this check box to initiate the finalization process when you click OK.

    If do not select this check box, enrollments are created in pending status, which allows the compensation analyst to review the enrollment before finalizing them.

    To finalize multiple pending enrollments, see Finalizing multiple pending enrollments.

  3. Click OK to process the action immediately.

    or

    Click Schedule to schedule the action to run at a later time.