Add Employees to Worksheets

In Compensation Administration > Compensation Cycle Administration, you can add employees to a manager’s worksheet and adjust the budget to accommodate that change using the Add dialog box.

Note: For pay components that were configured without a defined budget, the option to set the budget isn’t available. Further, pay components configured with zero budget aren't shown.

To add an employee to a worksheet:

1. Go to Compensation Administration > Compensation Cycle Administration.
2. Open a manager's worksheet.
3. Click Add in the worksheet toolstrip to open the Add dialog box.
4. In the Employee drop-down list, select the name of the employee that you want to add to the manager’s worksheet.
5. In the Eligible Salary fields, if one or more pay components use imported bonus eligible salaries for budget calculations, enter the employee’s bonus eligible salary information for each pay component that needs it:
6. 
6. In the Budget Adjustments drop-down list, select one of the following options to specify how the addition will impact the budget:
   • Proportionally based on Configured Salaries: Dayforce uses the existing percentage of total salary to calculate the budget after adding the new employee to the total eligible salary. The dialog box shows the current budget and the new budget for the selected worksheet and for the entire organization.
   • Manually: Dayforce shows the new worksheet budget with editable fields so you can manually update the budget:
   • 
   • Use this option to adjust the budget based on guidelines. Dayforce calculates the recommended new budget based on the guidelines and you can change the values in the New Budget column. You can enter the new budget as either a percentage or fixed amount. When you enter a value, the corresponding value is automatically populated for the other format. The total budget for the organization is also updated to reflect the change.
   • None: The budget isn’t updated to accommodate the addition.
7. Note: If a pay component is configured to apply proration rules for budget calculations, Dayforce automatically adjusts the budgets according to the selected employee's proration eligibility for the Proportionally based on Configured Salaries and Manually options. After the employee is added, the funding percentage configured for the pay component is applied to the target bonus calculations in the worksheet. If employee funding is configured, then the added employee’s funding is automatically set to the budget % for the pay component and can be adjusted.
7. Click Add.

If the compensation cycle is configured to show market data, Dayforce automatically loads the market data for employees when you add them to the worksheet. If market data isn't available, Dayforce shows N/A in the associated market data percentile column.