Import Employee Plan Target Bonus Overrides

In the Target Bonus Overrides tab of Compensation Administration > Compensation Plan Administration, you can import target bonus overrides for employees in compensation plans. The import function allows you to add target bonus overrides for multiple employees in compensation plans.

Ensure the following for an import:

• The employee number is valid.
• The employee is in the compensation plan during the effective date range of the target bonus override.
• Any added or modified dates are in the YYYY-MM-DD format.
• The effective date range doesn’t overlap the plan effective date records with different payout types. For example, percentage and amount, or amount with different currencies.
• The target bonus override (percentage or amount value) field must be based on the plan payout type during the selected effective date range of the target bonus override.
• The effective date range doesn’t overlap multiple target bonus overrides for the same employee in the compensation plan.
• If an existing record doesn’t have an Effective To date, the effective date range for the import must fall before this record, or the Effective From date must be after the Effective From date of the existing record.

To import target bonus overrides for employees in compensation plans:

1. Go to Compensation Administration > Compensation Plan Administration and click the Target Bonus Overrides tab.
2. (Optional) In the Import drop-down list, click Create Column Reference to download a reference sheet that provides a description, and the expected format, for each column included in the import template.
3. In the Import drop-down list, click Create Import Template to download a template for the import.
4. In the template, enter the target bonus override details and then save the template as a CSV file on your computer. The columns included in this file must match the template provided exactly. You must not add or remove columns from the template. Further, each value that you enter must match the format defined for the associated column in the column reference sheet.
5. In the Import drop-down list, click Import File. The Import File wizard opens.
6. Enter a name for the import set in the field provided, and then click Next. This name shows in the import history.
7. Click Browse for file and select the file, or drag and drop the file into the file window.
8. Click Upload to import the assignment details and refresh the data in the Target Bonus Overrides tab. The imported data shows on the screen.