anage Targets / Delegates
Select “Manage Targets / Delegates” activity under “Compensation Planning”.
The “Manage Targets / Delegates” page appears.
Enter the following field details in the header:
Compensation Planning Unit |
The “Compensation Planning Unit” combo is loaded with the login OU. Mandatory. |
Plan Period |
This combo is loaded with all plan period names created under the plan setup OU and with the status other than Draft. Mandatory. |
Employment Unit |
This combo is loaded with the applicable OU’s of the plan period defaulted/selected in the ‘Plan Period’ combo along with ‘All’ if more than one empin OU is available. Mandatory. |
Currency |
This field displays the currency type from the plan OU. |
Click “Get” to fetch the details. The submitted proxy details and records get displayed in the multiline for the selected planning OU, plan period, employment unit combination.
The “Manage Targets / Delegates” consists of two tabs.
On clicking “Get”, the “Delegates” tab is defaulted. The delegate details for the defaulted plan period and empin OU get displayed.
A “Delegate” is someone who has a team of people reporting to him/her, however he/she doesn’t have planning access since he/she is a non-planner as per the Grade Set – Grade defined in Default plan level he belongs to. However, the person might need to do compensation planning for his/her team sometimes if he is closely working with the team and have a better idea on their compensation reviews. In such cases – the planner can designate a non-planner within his span of control as a ‘Delegate’. A delegate can only access the compensation planning data for his or her own team for only who are direct reports of the delegate.
The Delegate Tab is divided into two panes:
4 Right Pane – Manage Delegate (Multiline)
Tree On Left Pane
As per the Internal – deployment role mapping, If you are a planner, then you will be able to see the entire hierarchy within your span of control.
If you are the HR user, you will be able to see the entire organization hierarchy.
The Node stops drilling down further when there are no direct reports at any node.
Click on any name node or name of a specific person to view the non Planner details under his direct span in the grid.
Right Pane – Manage Delegate (Multiline)
The field details in the multiline are defaulted for the selected Plan OU, Plan Period and Empin OU combination.
The System behaves differently for Planner and HR, based the Internal – Deployment role mapping,
The Delegate details can be defined only when the plan period is in ‘Open’ status.
All the non-planners under the specific login planner are listed in the multiline.
The saved delegate details of the non-planners under the login planner hierarchy are fetched in the multiline.
On clicking a specific node in the tree, the respective non-planners under the selected planner will be listed in the multiline and the user can define delegate details and submit.
The following details are displayed in the multiline:
Planner Code |
The employee code of the non-planner. Mandatory. |
Planner Name |
The name of the non-planner. |
Delegate |
From the drop-down list box, select either “Yes” or “No” as per requirement. The system displays “Select” by default on launch of the page. |
Remarks |
Key in any comments or feedback, if any. |
Click Submit to submit the details.
The budget set for the compensation planning at the organization level is cascaded to all the planners and to their respective teams. The budget can further be edited and specific target can be set against each planner based on the organizational business reasons.
This activity facilitates editing of budget and assigning a target figure against each planner under the login planners’ span of control.
The target specific columns are displayed in the multiline and also all the planners under the specific login planner or the selected planner in the tree are listed.
The following details are displayed in the multiline:
Planner Code |
The employee code of the planner. Mandatory |
Planner Name |
The name of the planner. |
Target Amount |
The target amount. |
Target % |
The target percentage. |
Remarks |
Key in any remarks or comments, if any. |
Note:
The target details can be defined only when the plan period is in ‘Open’ status.
As per the Internal – deployment role mapping, If you are a planner, then you will be able to see the entire hierarchy within your span of control.
If you are the HR user, you will be able to see the entire organization hierarchy.
When “Separate Target Process” is not enabled for the plan periods, then Target cascading cannot be done for those.
If already saved, the saved target details of the planners under the login planner hierarchy along with their names are fetched and displayed in the multiline.
Click “Compute” to perform all validations. On clicking ‘Compute’, The “Average Target Amount” and “Average Target %” gets computed and displayed.
Click “Submit” to submit the details.