To create a Compensation Calculation batch at the company level for any assignment that is active and has an existing Compensation Calculation:

1. Use the Global Search feature to navigate to the Compensation Batches screen at the Company level.

2. Click the

icon to create a new Compensation Batch. Click the

icon to view the results of an existing Compensation Batch.

3. When creating a new Compensation Calculation Batch, the Name and Effective Date of the batch are required. Click the

once filled out.

On the Compensation Batch Details screen, use the Assignment and Compensation Calculation Selection options to filter the assignments and identify which Compensation Calculations exists that will be used as the basis for the batch.

The fields in the Assignment Selection section are used as filters to allow you to specify which assignments you would like included in your batch.

Assignment Policy - Select the Assignment policy of the assignments to be included in the batch.

Project - Select the Project of the assignments to be included in the batch.

Home Country - Select the assignment home country of the assignments to be included in the batch.

Host Country - Select the assignment host country of the assignments to be included in the batch

Assignment End Date Greater Than - Enter an end date to exclude assignments ending before the specified date.

Assignment Phase - Select any assignment phases of the assignments to be included in batch. Hold [Ctrl] in your keyboard to select multiple

From/To Segments - Select any from or to segments of the assignments to be included in batch.

The fields in the Compensation Selection section allow you to identify the existing Compensation Calculations that should be used as the source or basis for the new Compensation Calculations that will be created by the batch.

Compensation Template - Select the Company Compensation Template of the Compensation Calculations that should be used as the source Compensation Calculations for the batch.

Selection Priority - Select the logic to use to find the one Compensation Calculation per assignment that will be used as the source or basis Compensation Calculation for this batch. This is a mandatory field

Only Marked as Primary only selects the Compensation Calculation that is marked as Primary and meets the selection criteria.

Most Recent selects the most recently created Compensation Calculation that meets the selection criteria.

Marked as Primary, then Most Recent selects the Primary Compensation Calculation, unless it does not meet the selection criteria. If no Compensation Calculation is marked as Primary, the most recent calculation that meets the selection criteria is used.

After selecting the Compensation Calculations to be included in the batch use the Batch Options to select settings that are applied to all calculations created in the batch.

Refresh Exchange Rate - Select how Exchange Rates in the Compensation Calculation Batch should be updated for Currency Conversion Exchange Rates. This is a mandatory field

Use Setting from Basis Calculation keeps the setting from the original estimate.

Never Refresh Rates uses the same rates as the original estimate

Always Refresh Rates Updates all rates in the created Compensation Calculation

Once the

is clicked, it shows the Compensation Calculations that meet the selection criteria to be included in the new Compensation Calculation Batch.

From the Pending Batch grid, deselect individual Compensation Calculations to be excluded. When the results are correct select the appropriate Refresh Exchange Rates value.

Click

, and accept the License Agreement to start processing the new Compensation Calculation Batch.

When the progress bar at the top of the screen is full, the batch is complete (large batches may take a long time to process). If any errors occur during the process the status is ‘Processed with Errors’ and the copied calculations with errors show in the Errors grid. If no errors occur during the process the status is ‘Complete’.

Entering an Undo Reason and selecting Undo deletes all calculations created in the batch with a record of the batch still remaining.

Compensation Calculations created by the batch have their inputs refreshed with the most recent data for the following data elements.

Base Salary refreshes from the most recent Compensation record with an Effective Date less than or equal to the Effective Date of the batch, unless there is no Compensation record, and then the salary from the copied compensation calculation is used.

Base Salary updates the Initial Base Salary and Annual Salary for Calculations.

Home/Host Size refreshes from the Compensation Home/Host Family Size with the most recent Effective Date less than or equal to the Effective Date of the batch. If there is no home/host family size available for the calculation Effective Date, the calculation will error.

Marital Status refreshes from the Employee screen, Marital Status field, if a value exists; else the existence of a Spouse/Partner record. If neither is available, the default is Single.

The new Family Size will be used in all calculations where they apply.