Bonus Plan Excel Template
Description
Bonus Plan Excel Template document sample
Document Sample


January 7, 2011
Salary Increase Process
Import Employee
Data
Salary Increase Spreadsheet
A B C D E F G H I J K L M N O P Q
Information
Delete Row
Employee
Sort
Process Bonuses
Employee Effective Action Employee Employee Job Rehire Job Entry Appointment
1 Last Name First Name Employee ID Record # Date Action Reason Classification Status Code Hire Date Date Date End Date Department Tub
2
3
6df2b4b9-1c0f-4055-bcec-6c0319220b72.xls 1/7/2011 Page 2
Salary Increase Spreadsheet
R S T U V W X Y Z AA AB AC AD AE AF AG AI AJ
Current
Depart Grade Max Grade Max Grade Min Grade Min Full Time Salary Benefit
ment Supervisor Union Compensation Compensation Point - Point - Point - Point - Equivalent Standard Comp Administration Salary Eligible
1 Type Name Code Rate Code Rate Annual Rate Annual Hourly Annual Hourly Comp Ratio (FTE) Hours Frequency Plan Grade Paygroup Service
2
3
6df2b4b9-1c0f-4055-bcec-6c0319220b72.xls 1/7/2011 Page 3
Salary Increase Spreadsheet
AK AL AM AN AO AP AQ AT AU AW AX AY BD BG BH BI BJ
Progression
Structure
Increase
Increase
Apply
Apply
Apply
Increase
Pay BIL for
Increase Proposed Proposed New Actual as Employee Increase
Effective Increase Increase Increase Increase Proposed Comp New Compensation Annual Additional on Effective Increase Increase
1 Date Action Reason Percent Amount Rate Rate Salary Below Min BIL Pay? Leave? Date Action Reason
2
3
6df2b4b9-1c0f-4055-bcec-6c0319220b72.xls 1/7/2011 Page 4
Salary Increase Spreadsheet
BL BO BP BQ BR BS BT BY BZ
Apply
Increase
Pay BIL for
Proposed New Actual as Employee
Increase New Compensation Annual Additional on Apply
1 Amount Rate Salary Gross BIL Below Min BIL Pay? Leave? Increase?
2
3
6df2b4b9-1c0f-4055-bcec-6c0319220b72.xls 1/7/2011 Page 5
Bonus Spreadsheet
A B C D E F G I X Y Z AA AB AC AD
Copy Row Select
Additional
Employee
Costing
Earnings
Enter
Code
Pay
Employee Earnings Effective Sub-
1 Last Name First Name Employee ID Record # Code Date BIL/Bonus Tub Org Fund Activity Activity Root
2
3
4 ;
6df2b4b9-1c0f-4055-bcec-6c0319220b72.xls 1/7/2011 6
HUCTW Progression Reference Tables
CSV Template
Excel CSV File Layout Column Template Destination Layout Column
Last Name 1 Last Name 2
First Name 2 First Name 3
Employee ID 3 Employee ID 4
Employee Record # 4 Employee Record # 5
Effective Date 5 Effective Date 6
Action 6 Action 7
Action Reason 7 Action Reason 8
Employee Classification 8 Employee Classification 9
Employee Status 9 Employee Status 10
Job Code 10 Job Code 11
Hire Date 11 Hire Date 12
Rehire Date 12 Rehire Date 13
Job Entry Date 13 Job Entry Date 14
Appointment End Date 14 Appointment End Date 15
Department 15 Department 16
Tub 16 Tub 17
Department Type 17 Department Type 18
Supervisor Name 18 Supervisor Name 19
Union Code 19 Union Code 20
Compensation Rate Code 20 Compensation Rate Code 21
Compensation Rate 21 Compensation Rate 22
Annual Rate 22 Annual Rate 23
Grade Max Point - Annual 23 Grade Max Point - Annual 24
Grade Max Point - Hourly 24 Grade Max Point - Hourly 25
Grade Min Point - Annual 25 Grade Min Point - Annual 26
Grade Min Point - Hourly 26 Grade Min Point - Hourly 27
Comp Ratio 27 Comp Ratio 28
Current Full Time Equivalent (FTE) 28 Current Full Time Equivalent (FTE) 29
Standard Hours 29 Standard Hours 30
Comp Frequency 30 Comp Frequency 31
Salary Administration Plan 31 Salary Administration Plan 32
Salary Grade 32 Salary Grade 33
Salary Plan Effective Date 33 Salary Plan Effective Date 34
Paygroup 34 Paygroup 35
DeptID 35 DeptID
Distrb % 36 Distrb %
Eff Date 37 Eff Date
Year 38 Year
Tub 39 Tub
Org 40 Org
Object Code 41 Object Code
Fund 42 Fund
Activity 43 Activity
Sub-Activity 44 Sub-Activity
Root 45 Root
Benefit Eligible Service 46 Benefit Eligible Service 36
Increase Effective Date 47 Increase Effective Date 38
Increase Action 48 Increase Action
12/16/2002 7
HUCTW Progression Reference Tables
Increase Reason 49 Increase Reason
Proposed Increase Percent 50 Proposed Increase Percent
Proposed Increase Amount 51 Proposed Increase Amount
New Salary 52 New Salary
New Actual Salary 53 New Actual Salary
BIL 54 BIL
Pay BIL 55 Pay BIL
Actual Increase Percent 56 Actual Increase Percent
Actual Increase Amount 57 Actual Increase Amount
Apply Increase for Employee On
Apply Increase for Employee On Leave 56 Leave
Extract Type 59 Extract Type 58
Below Min
12/16/2002 8
HUCTW Progression Reference Tables
Earnings
Sort Columns Codes
B peoplesoft (None) BIL
C Last Name
D First Name
E Employee ID
F Effective Date
G Action
H Employee Classification
I Employee Status
J Job Code
K Department
L Tub BEX
M Current Full Time Equivalent (FTE) BIL
N Standard Hours BPE
O Compensation Rate Code BPU
P Compensation Rate BPV
Q Department Type BRT
R Appointment End Date BSN
S Union Code BUN
T Paygroup SMR
U Salary Administration Plan
V Salary Grade
W Below Min
X
Y
Z
AA
AB
AC
AD
AE
AF
AG
AH
AI
AJ
AL
12/16/2002 9
HUCTW Progression Reference Tables
BF
AW
12/16/2002 10
HUCTW Progression Reference Tables
Description HUCTW Progression Table
Bonus in Lieu of Increase Grade-Plan Full Effective 6-12 Month Effective
47-CT35 0.57578 0.28789
47-CT37 0.57578 0.28789
47-CT40 0.57578 0.28789
48-CT35 0.61266 0.30633
48-CT37 0.61266 0.30633
48-CT40 0.61266 0.30633
49-CT35 0.63479 0.31739
49-CT37 0.63479 0.31739
49-CT40 0.63479 0.31739
Bonus Expected 50-CT35 0.67609 0.33805
Bonus in Lieu of Increase 50-CT37 0.67609 0.33805
Bonus Project Expected 50-CT40 0.67609 0.33805
Bonus Project Unexpected 51-CT35 0.59428 0.29714
Bonus Performance/ Variable 51-CT37 0.59428 0.29714
Bonus Retention 51-CT40 0.59428 0.29714
Bonus Sign On 52-CT35 0.60476 0.30238
Bonus Unexpected/Spot 52-CT37 0.60476 0.30238
Summer Salary 52-CT40 0.60476 0.30238
53-CT35 0.6354 0.3177
53-CT37 0.6354 0.3177
53-CT40 0.6354 0.3177
54-CT35 0.68887 0.34444
54-CT37 0.68887 0.34444
54-CT40 0.68887 0.34444
55-CT35 0.74751 0.37376
55-CT37 0.74751 0.37376
55-CT40 0.74751 0.37376
12/16/2002 11
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