Requesting special incentive payouts

  1. Select Compensation > Incentive Compensation > Payouts > Special Incentives.
  2. On the Finalized tab, select Request Special Incentive.
  3. On the Special Incentive form, specify this information:
    Reason
    Specify a reason for the special incentive request. The reason must be defined by an administrator with the subject HCMEmployeeSpecialIncentivePayoutActionRequest.
    Resource
    Select the resource for whom to request a special incentive
    Work Assignment
    Select the work assignment for which the special incentive is requested.
    Special Incentive Type
    Select a special incentive type, which is defined as a pay component for a special incentive.
    Requested Payment Date
    Specify the date of payment.
    Requested Incentive Amount
    Specify the amount of the payment requested. The payment is assumed to be in the currency that displays next to the amount, which is the resource's work assignment currency.
    Special Instructions
    Optionally, specify instructions for the approvers.
    Comments
    Optionally, specify additional comments.
  4. Select Submit.
    The request is routed first to the manager's manager, then back to the compensation analyst for approval.

    Before the special incentive request is approved, it is displayed on the Submitted tab. After the special incentive request is approved, it is displayed on the Finalized tab.

    Note: 

    If compensation analysts want to create a special incentive payout without routing for approval, then they can create one on the Finalized tab.

    When the payout record is finalized and the payment schedule for the employee’s primary work assignment has HR Payroll enabled, a time record is created in Approved status. The payout record is updated to Submitted To Payroll status. The time record can be accessed from the payout record.

    • If errors are displayed, the time record is not created and the payout record is set to Finalized With Error. After the error is corrected, the Submit To Payroll action can be taken to finalize the payout and create the time record.
    • For time records to be processed correctly, the pay code for the payout record must be set up with a calculation type of Do Not Calculate.