The overall goal is to find a way to take a company PeopleSoft query, that provides employee information and their direct report, and create a process that will help us assign employees to a specific bonus plan based off who their VP or director is, and be able to assign that plan to each employee record so that it can be used for making distribution lists and pulled for bonus plan calculations later on.

For reference, my table layout in my database is below.

| EmplID | Name | JobTitle | JobCode | BonusPct | Grade | Salary | ToPos | ToID | ToName | ToTitle |

All are text except for BonusPct (Dbl,%), Grade (Dbl), and Salary (Cur). The last four are the position ID#, employee ID#, employee name, and employee job title of the direct report for given employee. The CEO is at the top of the hierarchy and, as of now, reports to himself. The ideal result would be to have a form to view the hierarchy, and move, add or delete people. And then an export that is the same as my current table, but with an additional field that specifies bonus plan. And if possible, a way to save and select older versions to note changes that have been made over time.

I found another post similar to this where a sample database was posted that can do most of this, but my VBA competency is low in this regard so I'm having issues converting the sample into something that I can use. Thanks in advance for any help that can be provided.

You will need another a few more table. You will need a table of bonus plans and a table of supervisors and a junction table that lists the bonus plan assigned to a supv.

Once you have the junction table, then its just a matter of linking to your employee list to show the assigned bonus plan.