Document number: 17067

 

 

Prior to making bonus recommendations, if you have more than one department reporting to you, the departments must have dollars allocated to it.  You can move the dollar amount down to lower level departments or up to higher level departments.  It is important to note that this application will adjust your dollar amounts immediately however, this is only in your browser memory.  To keep your changes you must click on the Save button to report the changes to the server.

 

Click on the function you want to perform:
Move dollar amount down to lower level
Move dollar amount up to high

 

 

 

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To use Department Allocation to allocate down to lower lever departments:

1. Log onto Planet PeopleSoft.  For more information, see Eureka! Document 15270 — How to log on to Planet PeopleSoft.

2. Locate the Planet Navigator on the left hand side of your Planet page

3. Click on Applications to see a list of available applications.  Access to the applications listed are role based.  If you do not have access to applications that you need you must submit a NorthStar ticket. 

4. Click on Human Resources Self-Service (HRMS).

5. Select Administer Bonus > Administer Bonus > Use > Department Allocation.

6. Choose Department in the Search By field by using the drop down box.

7. In the Dept ID field enter the department number of the highest department level and click on the Search button.

8. All departments reporting to you will be listed on separate pages.  You can use the arrow buttons, located at the top right, to navigate to each department panel.  To view all departments click on the View All link

9. The Bonus Balance is reflected in the top left hand corner of the page.  The balance displays in both USD and Local currency. 

10. Enter the amount you wish to allocate to each department in the Allocation Amt box. This amount will be deducted from your Bonus Balance when you exit the field.  However, this is only for reference, no change in dollar allocation is made to the server until you save.

11. Once the dollar amount has been entered click the Save button.  You can save after the allocation is made to each department or once after all the departments allocations are complete. 

Click here to return to the top

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To use Department Allocation to allocate up to higher lever departments:

1. Log onto Planet PeopleSoft. For more information, see Eureka! Document 15270 — How to log on to Planet PeopleSoft.

2. Locate the Planet Navigator on the left hand side of your Planet page

3. Click on Applications to see a list of available applications.  Access to the applications listed are role based.  If you do not have access to applications that you need you must submit a NorthStar ticket. 

4. Click on Human Resources Self-service (HRMS).

5. Select Administer Bonus > Administer Bonus > Use > Department Allocation.

6. Choose Department in the Search By field by using the drop down box.

7. In the Dept ID field enter the department number you wish to remove the funds from and click on the Search button.  You will see one page for the department.

8. The Bonus Balance is reflected in the top left hand corner of the page.  The balance displays in both USD and Local currency. 

9. Enter the amount you wish to remove from a department by entering a minus sign (-) in front of the dollar amount in the Allocation Amt box. This amount will be deducted from your Bonus Balance when you exit the field. 

10. Click the Save button. 

 

 

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Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: jel 02/20/2001
Revised: jel 07/31/2002
Reviewed: 10/21/2004