Delete Bonus Plan by File

This feature gives IPS users a tool to save time when deleting employee bonus plans. This option allows to delete multiple bonus plans for a single employee, or for a whole group.
While this particular system tool gives users the option to eliminate employee bonus plans completely from the system, it also provides a link to a different screen where user can move bonus plans to a table where historic records are kept (see Download "Move to History" Bonus Template). This means bonus plan will be deleted from active employee record, but all bonus plan data will remain in a separate table, and will be available for consulting purposes in the future.

To delete bonus plans permanently:

1. Go to Management. Select Data Upload / Upload Options, and click on Upload Bonus Plan.
2. Click on Download Delete Bonus Template. A new window will pop-up prompting user to complete a spreadsheet containing three columns:
3. • EmployeeID. Enter employee WIN.
   • BonusPlanCode. Enter a valid 3 to 5-character code.
   • ParticipationStartDate. Enter date in format mm/dd/yyyy.
4. Save completed spreadsheet as a .csv file. Name must be DBP followed by the Company Code and two-digit month, two-digit date and four-digit year of current pay period end date. It is recommended to add a unique suffix to the file, indicated by the - character. For example, company code GUAT deleting bonus plans for pay period April 30, 2009, would name their file DBPGUAT04302009-AG1.CSV.
5. Go back to Delete Bonus by File page. Click on Browse to search for file in user hard drive.
6. Click on Upload.
7. See file upload results. If any records are rejected, the system will send an email message explaining the reason for each one of them.

1. Go to Management. Select Data Upload / Upload Options, and click on Upload Bonus Plan.
2. Click on Download Delete Bonus Template. A new window will pop-up prompting user to complete a spreadsheet containing three columns:
3. • EmployeeID. Enter employee WIN.
   • BonusPlanCode. Enter a valid 3 to 5-character code.
   • ParticipationStartDate. Enter date in format mm/dd/yyyy.
4. Save completed spreadsheet as a .csv file. Name must be MBP followed by the Company Code and two-digit month, two-digit date and four-digit year of current pay period end date. It is recommended to add a unique suffix to the file, indicated by the - character. For example, company code CNDA moving bonus plans to history for pay period April 15, 2009, would name their file MBPCNDA04152009-AG1.CSV. In this case, AG1 would be the file suffix.
5. Go back to Delete Bonus by File page. Click on Browse to search for file in user hard drive.
6. Click on Upload.
7. See file upload results. If any records are rejected, the system will send an email message explaining the reason for each one of them.

• It is critical to keep the template headers intact. DO NOT change the column names when completing spreadsheets, otherwise the file will be rejected.
• Spreadsheet must be saved as a .csv (comma delimited) file. IPS will not allow any other file format.
• As seen in the descriptions above, both templates (delete bonus plans / move to plan history) contain the same columns. The difference is in the file name: When deleting plans permanently, file name must be DBP, and when moving plans to history table, file name must be MBP. Threfore, user must be extremely careful when naming file.