Creating enrollments by enrollment groups

Use this procedure to create enrollments for compensation programs that do not specify enrollment groups as an eligibility requirement. When you enroll employees, you pick the enrollment groups.

If you do not select Finalize the Enrollments, then the application places enrollments in a pending status when you create them. They can then be reviewed by the compensation analyst before finalizing them.

  1. Select Compensation > Incentive Compensation > Enrollment > Resource Enrollment.
  2. Click the By Selected Enrollment Group tab.
  3. In the Select A Compensation Program region, highlight the compensation program for which to enroll resources.
  4. Select Actions > Create Enrollmentt.
  5. In the Enroll Resources in Compensation Programs Using Enrollment Group, specify this information:
    Enrollment Groups
    Select the enrollment groups that should be enrolled.
    Plan Entry Date
    Specify the date that the resources are eligible. The date must be within the date range for the compensation program version.
    Allow Manager Review Only
    Select this check box for managers to review their direct reports' variable incentive plans before the plans are made available to the resources,.
    Note: You cannot select both Allow Manager Review Only and Complete Finalization Process Automatically. If you do not select an option, then the enrollment is created in Pending status.
    Complete Finalization Process Automatically
    Select this check box to initiate the finalization process when you click OK.
    Note: You cannot select both Allow Manager Review Only and Complete Finalization Process Automatically. If you do not select an option, then the enrollment is created in Pending status.
  6. Click OK or click Schedule to schedule the action to run at a later date..
    When the action is complete, enrolled resources for the selected enrollment groups are displayed on the Resources Enrolled panel.
  7. Check for errors on the Errors tab.