Concept: Coordination of Events During Compensation Reviews
If you initiate compensation or staffing events while a compensation review process is in-progress, any changes you make to compensation attributes might conflict. Because such changes to compensation might affect target or pool calculations, you must configure how Workday manages these conflicts.
If the compensation review is in progress, Workday prevents the initiator of the business process from completing the parallel event. However, Workday allows business process events to proceed if they're in progress before you initiate the compensation review.
For those parallel events in progress before the compensation review, Workday uses participation rule sets to manage conflicting events. You create participation rule sets on the
Maintain Compensation Review Participation Rule Sets
report. Each participation rule set:
- Applies to a process type: organization assignments, parallel events, or terminations.
- Consists of options that determine what Workday does with employees, their pool contributions, and their awards.
- Can include profiles, each associated with eligibility rules.
When you configure the compensation review process, you can assign participation rule sets to determine how Workday will reconcile the conflicting transactions. Workday displays employees with competing events on the
Manage Impacted Employees
step of the process. These events occur after the Compensation Snapshot Date
and before the Effective Date
.Examples:
- If a reorganization occurs during the process, configure a participation rule set that moves the employee awards to the new organization if it's in the process.
- If there's a compensation change outside of the compensation review process, you can remove the employee merit award and their contribution from the merit pool.
There’s a way to allow certain business process events to proceed even if initiated while a compensation review is already in progress. You can use the
Create Compensation Review Options
task to allow business process events to proceed while a compensation review is in progress: You can:
- Allow all events for the process to proceed for 1 or more date ranges.
- Allow only events for the process to proceed for 1 or more eligibility rules and for 1 or more date ranges.
For employees placed on hold, you can access the
Manage Compensation Review On Hold Events
task. You can release on-hold leave of absence events, cancel on-hold awards, or cancel events. When you release a leave of absence (LOA) event, the effective date configured for the award type determines when awards take effect. Workday doesn't release awards automatically when the employee returns from leave. You can only release on hold events if the employee doesn't have any other in-progress parallel events. Compensation reviews can only process certain reorganization actions before the organization snapshot date, provided you configure participation rule sets.
Organization Changes | Description |
|---|---|
Assign superior organization. | The superior organization must be in the compensation review before the organization snapshot date. |
| When employees in a compensation review move to the new organization, either manually or by participation rule sets, the new organization displays in the hierarchy or My Tasks item. |
Inactivate organization. | Compensation reviews can't act on inactivated organizations. Reactivate the organization. |