Upload Bonus Plan
This feature gives IPS users a tool to save time when adding
employee bonus plans in the system. Multiple bonus plans for the
same, or for different employees can be added at the same time.
System allows user to add up to seven bonus plans for the same
employee.
- Go to Management. Select Data Upload / Upload Options, then
click on Upload Bonus Plan.
- Create a spreadsheet where all bonus plan -or plans-
information will be included. User may download the template by
clicking on ‘Download Template’ (right under the Upload button).
User has the option to click on any of the following links for
clarification regarding bonus plans data:
-
- View Fields Details. Click here to see the description and
validation of each field that needs to be completed. A new window
will pop up and will present user with a drop down menu containing
all fields that neeed to be completed. User may select any field to
see a brief description of how to complete it.
- Bonus Plan Codes and Descriptions. Click here to see all valid
bonus codes.
- Delete Bonus Plan by File. Click here to go to the screen where
bonuses can be eliminated from employee record.
- List of Bonus Plan. Click here to go to the screen where user
can search for specific bonus plans that have been entered for
employees under a certain Division, SBU, Location or Team.
- Save completed spreadsheet as a .csv file. Name must be UBP
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 UK submitting bonus plans for
pay period April 15, 2009, would name their file
UBPUK04152009-AG1.CSV.
- Go back to Upload Bonus by File page. Click on Browse to search
for file in user hard drive.
- Click on Upload.
- See file upload results. If any records are rejected, the
system will send an email message explaining the reason for each
one of them.