Reference: Out of Order Changes and Effective Dating

Workday uses the most recent

Effective Date

when processing out of order changes to:

Allowance plans.

Commission plans.

Grades.

Grade profiles.

Hourly plans.

Period salary plans.

Salary plans.

Steps.

Unit salary plans.

When you create or edit compensation plans or guidelines, you must set future effective dates. Over time, you might make several edits to the same plan or guideline, and on each occasion set a different effective date.

Workday doesn't require that effective dates be in chronological order. Workday applies your changes based only on the effective date, not the date you make the edits.

You can edit a plan on Monday with an effective date 1 year into the future. You can then edit the same plan on Tuesday with an effective date of Wednesday, only 1 day into the future. These edits are out of order because the second edit takes effect a year before the first.

Consider developing policies and procedures for managing changes to your compensation plans and guidelines.

You change the name and description of a salary plan, then select

Exclude from Merit

.

Edit Order	Effective Date	Action	Result
1	2000-01-01	You create the plan.	The plan becomes effective 2000-01-01.
2	2021-12-01	You change the plan name and description.	Plan name and description edits become effective 2021-12-01.
3	2010-05-01	You select the Exclude from Merit check box.	Because the effective date of this edit falls before and out of order with the second edit, it applies from 2010-05-01 through 2021-11-30. The entire plan configuration resulting from the second edit, effective on 2021-12-01, overwrites the third edit and clears the Exclude from Merit check box. To enable Exclude from Merit , you must edit the salary plan a fourth time and set the effective date after 2021-12-01.

You make edits to a compensation grade and add new grade profiles.

Edit Order	Effective Date	Action	Result
1	2000-01-01	You create a compensation grade with these profiles: USA, CAN, and MEX.	The compensation grade has 3 profiles from 2000-01-01 through 2021-09-30: USA, CAN, MEX.
2	2022-02-01	You update the compensation grade and add these new profiles: JPN and KOR.	The compensation grade has 5 profiles from 2022-02-01 to the present: USA, CAN, MEX, JPN, KOR. Because the entire grade configuration resulting from the second edit has the latest effective date, Workday overwrites the third edit with a previous effective date of 2021-10-01.
3	2021-10-01	You update the compensation grade and add a new profile: FRA.	This change is out of order to the second edit, which is effective 2022-02-01. The compensation grade has 4 profiles from 2021-10-01 through 2022-01-31: USA, CAN, MEX, FRA. Because this edit has an earlier effective date than the second edit, Workday overwrites the FRA profile on 2022-02-01.

You make edits to the compensation steps for a compensation grade on the

Maintain Compensation Steps

task.

Edit Order	Effective Date	Action	Result
1	2000-01-01	You create compensation step AAA.	The compensation grade has 3 profiles from 2000-01-01 through 2021-09-30: USA, CAN, MEX.
2	2022-02-01	You edit the Interval for compensation step AAA.	This edit overwrites the progression rule added with the out of order third edit on compensation step AAA.
3	2018-03-01	You add a progression rule for compensation step AAA You create compensation step BBB.	The progression rule for step AAA applied from 2018-03-01 through 2022-01-31. The compensation step BBB applies from 2018-03-01 to the present. The edit made effective 2022-02-01 applies only to compensation step AAA, not the grade.