Import Bonus Funding by Employee

Before You Begin: This functionality is available only if you selected the Apply Target Bonus and the Apply Funding checkboxes for one or more bonus pay components in the Pay Components tab of Compensation Setup > Compensation Cycles. Also, the importing functionality is available only when the cycle is unpublished.

You can define custom funding percentages for individual employees by importing a spreadsheet with the required values in the Budgets tab of Compensation Setup > Compensation Cycles. The funding percentage defines the percentage of the employee's total target bonus that should be used in budget calculations. After the funding is determined for each manager (based on the defined percentage) the amounts are totaled to determine each manager's worksheet budget. These imported values override calculated budgets in the worksheet.

Important: When you upload a new file in the Budgets tab, it overwrites any data that was previously uploaded.

To import bonus funding for individual employees:

1. Go to Compensation Setup > Compensation Cycles and click the Budgets tab.
2. In the Import > Bonus Funding by Employee drop-down list, click Create Import Template to open a template for the import in Microsoft Excel.
3. Enter the required information and save the list as a CSV file on your computer.
4. In the Import > Bonus Funding by Employee drop-down list, click Import File. Dayforce opens the Import File wizard.
5. Enter a name for the import set in the field provided, and then click Next.
6. Click Browse for file and select the file, or drag and drop the file into the file window.
7. Click Upload in the wizard to import the bonus funding and refresh the data in the Budgets tab to update only the imported employee's funding percentage.

After you successfully import funding values for employees, the Set Budget option in the toolstrip, the No Budgets Distributed checkbox, and the manager's budget in the grid are disabled. The Allow Managers to Exceed Budget checkbox remains enabled after importing funding and when the budget is locked. This checkbox is disabled only when the No Budgets Distributed checkbox is selected.

The Unlock Budgets drop-down list is also enabled in the toolstrip which indicates that the budget for the pay component is currently locked. You can select the pay component in the Unlock Budgets drop-down list to delete the imported funding values and reset the budget to 100% of the total target bonus for employees in the worksheet.

You can also review the files that have been imported by selecting Import History in the Import > Bonus Funding by Employee drop-down list. When you select this option, Dayforce opens a dialog box showing a list of all of the files that have been imported for the compensation cycle.

Note: After you publish the cycle, the Unlock Budgets drop-down list is disabled in the toolstrip.