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xavierlegarrec
Product and Topic Expert
Product and Topic Expert
613

In this recording we show how to build the following requirements using customization in Variable Pay:

  • If one specific business goal OR if at least one business goal doesn't meet a custom gate defined by the customer for the goal then prevent the employee from getting a payout on the individual performance for that record.
  • As per discussion in the comments below there is a standard feature for Gates and Accelerators that was documented in this blog. However there are also many other situations where the standard feature won't work and the type of customization explained in the recording below ends up being needed.

 

https://youtu.be/ZiOeUeRyXb4

 

Takeaways from the recording: 

  • Use numbers to build rollups and not text
  • Build the fields used in the rollup logic in their respective sections first, then save and log out log back in before connecting them using the Aggregate Field feature (if you don't do that you will run into error messages).
  • Remember that Assignment Level is the spine of the variable pay body, everything must go through it for bottom to top customized designs to work (from top to bottom it's actually not needed, one can simply paste the ID of an entry level column into the assignment sections - indDetail, indSection, etc.. - and it will work fine). Copy pasting the column ID of an assignment level custom field in the formula of an entry level custom field will only retrieve the value from the latest record (which can be useful sometimes, I've used this before to meet a very specific customer requirement where we needed the full history of records but only wanted a key information from the last record at the entry level for additional calculations and checks).
  • As of 2H 2024 such a design isn't possible when several business goal sections are in use (custom fields are not supported in case of multiple business goal sections). In that case you would have to use the standard Gates feature linked above with its potential limitations vs the requirement.
  • If you need to load a different gate for each business goal you can use a lookup table like this : 

xavierlegarrec_0-1738620900934.pngxavierlegarrec_1-1738621049424.png

  • Since the number of business goals within each bonus plan can be different per employee/record, you can use the "count" column trick (custom column of type amount at Business Goal level with formula =1 that aggregates to the Business Detail section for calculations.

xavierlegarrec_0-1738691997076.png

 

xavierlegarrec_1-1738692119215.png

 

 

Links to blogs on related topics: 

 

 

All the best,

Xavier 

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