Example: Include Active Employees Assigned Plan During Process Period
Workday can use only 1 merit plan for each employee to calculate their merit award during a compensation review. Workday uses the most recently assigned plan, depending on plan configuration. If
Include Active Employees Assigned Plan During Process Period
is selected on the plan, employees assigned to the plan on the Process Period End Date
(PPED) remain eligible for an award even if they're no longer assigned to the plan on the Compensation Snapshot Date
(CSD).Workday can't determine a merit award based on a plan unless the plan is included in the process.
- Terry is assigned to merit plan A on the PPED.
- The Annual compensation review process includes merit plans A and B.
- Merit plan A hasInclude Active Employees Assigned Plan During Process Periodselected. Merit plan B doesn't.
- You reassign Terry to merit plan B after the PPED and before the CSD.
- Workday determines Terry's merit award using merit plan B. Because merit plan A hasInclude Active Employees Assigned Plan During Process Periodselected, Terry is still eligible to receive an award during the Annual compensation review, provided merit plan A is in the review process.
Include Active Employees Assigned Plan During Process Period | Plans included in Process | Merit Plan in Effect as of PPED | Merit Plan in Effect as of MCSD | Workday Determines Award Based on Merit Plan... |
|---|---|---|---|---|
Selected on Merit Plan A | A | A | B | A, because the option is selected and plan B isn't included in the process. |
Not Selected on Merit Plan A | A, B | A | B | B. The option isn't selected on plan A and plan B is the most recently assigned plan. |
Selected on Merit Plan A | B | B | A | B. Even though the option is selected on plan A, it's not included in the process. |
Not Selected on Merit Plan A | A, B | B | A | A. The option isn't selected for plan A, but it's the most recently assigned plan. |