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Administrator Guide
Last Updated: 2023-06-23
Change Dates and Reasons on In-Progress Compensation Reviews

Change Dates and Reasons on In-Progress Compensation Reviews

Initiate a compensation review.
Security:
  • Custom/Standard Report Copy
    domain in the Tenant Non-Configurable functional area.
  • Mass Operation Management
    in the System functional area.
  • Worker Data: Compensation Management by Organization
    in the Advanced Compensation functional area.
You can use the
Mass Operation Management
task to change these compensation review parameters while the process is in-progress:
  • Effective dates.
  • Employee visibility dates.
  • Reasons.
These procedures overwrite any data changed using the
Compensation Review Override Dates and Reasons
operation type on the
Mass Operation Management
task:
  • Participation rules based on any
    Use Latest Employee Data
    participation options.
  • Removing and adding back employees to the process using the:
    • Maintain Compensation Review Process Employee Participation
      report.
    • Compensation Review Maintain Employee Participation
      operation type on the
      Mass Operation Management
      task.
Therefore, Workday strongly recommends that you:
  • Complete your compensation planning process before running the mass operation.
  • Run the mass operation immediately before finalizing your process.
  1. Access the
    Copy Standard Report to Custom Report
    task.
    Copy the
    Compensation Review Configure Dates and Reasons
    Workday-delivered standard report.
    This report lists the employees eligible for changes to compensation review effective dates, visibility dates, and reasons.
  2. Access the
    Mass Operation Management
    task.
    Workday recommends that you examine these date settings of the in-progress compensation review before running the mass operation: effective dates, employee visibility dates (if enabled on the tenant), compensation snapshot dates, and organization snapshot dates.
    Option Description
    Mass Operation Type
    Compensation Review Override Dates and Reasons
    .
    Input Report
    Select the custom report that you created in the previous step.
    The validation rules for the
    Effective Date
    set on the
    Initiate Compensation Review Process
    apply when running the
    Compensation Review Override Dates and Reasons
    operation. The
    Effective Date
    must be:
    • On or after the
      Process Period End Date
      .
    • After the
      Organization Snapshot Date
      .
    Security: Create a segment-based security group and add it to the Compensation Review Maintain Employee Participation segment.
  3. Run the
    Compensation Review Override Dates and Reasons
    mass operation.
To see the affected employees and their updated data, create a custom report or copy the
Compensation Review Configure Dates and Reasons
report.