Steps: Add or Remove Employees to or from Compensation Reviews

One or more compensation reviews process must be in progress.

You can add or remove individual employees to or from in-progress compensation review processes on the

Maintain Compensation Review Process Employee Participation

report. If employees belong to organizations not already in the process, Workday adds the organizations automatically with a background job that runs once every hour. You can also use the

Compensation Review Update New Organization Data

task to add the organizations immediately.

You can remove or add back employee groups on the

Mass Operation Management

task.

Access the

Maintain Compensation Review Process Employee Participation

report.

As you complete this task, consider:

Option	Description
Employees Removed from Process	Add an employee back.
Newly Eligible to Process	Add an employee that became eligible after process initiation.
Employees in Waiting Period	Add an employee who is eligible but was in a waiting period when you initiated the process. If you selected Include Active Employees in Waiting Period on the merit or bonus plan, Workday includes employees in a waiting period but sets their target to zero. If you add employees that have completed their waiting period, Workday calculates their target.
Remove Employee from Process	Remove an employee.
Terminated Employees in Process	Remove a terminated employee.
New Employee Pool Contribution	Select to display pool details for merit, additional adjustment, promotion, and lump sum awards.
Remove Pool Amount	Remove pool contributions from the process, regardless of reserves or holdbacks.
Add Pool Amount	Update employee pool contributions for added employees.
Organization	If adding an employee to a compensation review, select the Organization where the employee and the related award belongs. The organization must exist before you initiate the compensation review process and have an effective date on or before the Organization Snapshot Date configured on the process. If you select an organization that's not included in the process, Workday adds it after the Compensation Review Update New Organization Data task or background job completes.
Notification	Send an email to the person identified in the Awaiting Person field.

Security: Process: Compensation Management Plan Employee Management
domain in the Advanced Compensation functional area.

(Optional) Access the

Compensation Review Update New Organization Data

task.

This is a background job that runs on a regular schedule. Select an in-progress compensation review. Workday automatically:

Detects organizations that aren't in the process but now have employees added through the:

Maintain Compensation Review Process Employee Participation

report.

Change Job
, Move Workers
, Request Compensation Change
, or Change Organization Assignment
business processes.

Workday automatically adds new organizations provided they're both subordinate to the top level organization and existed before you initiated the process.

Sends a My Tasks item to the appropriate managers or planners.

Example: If a participation rule set moves Ferryn from Quality Assurance to Engineering, Workday keeps her in Quality Assurance until this task or the background job runs. Workday then adds the organization to the compensation review and moves Ferryn to Engineering.

Security: Process: Compensation Management Plan Employee Management
domain in the Advanced Compensation functional area.

(Optional) Access the

Mass Operation Management

task.

Select the Compensation Review Maintain Employee Participation
operation type.

Select whether to

Remove

Add Back

previously removed employees. Depending on your selection, you can optionally

Remove All Pools

Add Previous Pool Amount

Security: Create a segment-based security group and add it to the Compensation Review Maintain Employee Participation segment.