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Administrator Guide
Last Updated: 2023-06-23
Manage Compensation Review Participation Rule Sets

Manage Compensation Review Participation Rule Sets

Security
Set Up: Merit and Bonus
 domain in the Advanced Compensation functional area.
You can create participation rule sets that determine how Workday coordinates events that might conflict with each other. Potentially conflicting events include organization changes, terminations, eligible earnings overrides, and parallel events that occur during a compensation review and result from these business processes:
  • Change Job
    .
  • Change Organization Assignments
    .
  • Propose Compensation Change
    .
    When configuring the parent process,
    Propose Compensation Change
     must either come before the completion step or be the completion step.
  • Move Workers
    .
  • Request and Return from Leave of Absence
    .
  • Request Compensation Change
    .
  • Request Grade Change
    .
You can also use these web services:
  • Get Compensation Review Participation Rule Sets
    .
  • Put Compensation Review Participation Rule Sets
    .
  1. Access the
    Maintain Compensation Review Participation Rule Sets
     report.
  2. (Optional) Select an action on any existing participation rule set.
  3. Select
    Create Participation Rule Set
    .
    Select the type of rule set to create:
    Option Description
    Organization Assignment
    Organization assignments include those effective before the
    Organization Snapshot Date
     you configure when initiating the compensation review.
    Compensation Parallel Event
    Parallel events include those effective:
    • On or before the merit, bonus, or stock
      Compensation Snapshot Date
      .
    • Between the
      Compensation Snapshot Date
       and the
      Effective Date
      .
    • After the
      Effective Date
      .
    Configure each of these date range tabs:
    • On or Before Compensation Snapshot Date
    • Between Compensation Snapshot Date and Effective Date
    • After Effective Date
    Termination
    Terminations effective before the
    Effective Date
    .
  4. As you configure a participation rule set, consider:
    Option Description
    Employee Options
    Select what Workday does with an employee and their compensation data:
    • Updates employee compensation basis, prorated targets, title, and other attributes.
    • Keeps the employee in the compensation review process.
    • Removes the employee from the compensation review process.
    Pools Options
    Select what Workday does with an employee's pool contribution:
    • Keeps the employee's pool contribution static or adjusts the organization pool.
    • Updates the pools with the recalculated plan, target, compensation basis, and proration data.
    • Removes the employee's pool contribution from the organization.
    Workday stores pool contributions at the individual employee level and calculates pools once at process initiation to determine pools at the organization level.
    Award Options
    Select what Workday does with an employee's award:
    • Keeps it fixed but updates the compensation basis, target, title, and other attributes.
    • Sets award to zero.
    • Reverts the award to a previously entered amount or percent, or updates to a new target, spend, and pool.
  5. (Optional) In the
    Rule Profiles
     section, create 1 or more rule set profiles that apply to specific populations of employees based on eligibility rules.
You can select rule sets when configuring compensation review options. When managing impacted employees in a compensation review process, you can cancel conflicting events or notify the initiators of the source processes.
You can access the
Create Compensation Review Options
 task and configure participation options.