Reference: Compensation Review Participation Rule Set Options

Workday provides these participation options on the

Maintain Compensation Review Participation Rule Sets

report.

This topic uses these acronyms for date parameters configured on the Initiate Compensation Review Process
task:

CSD: Compensation Snapshot Date.

ED: Effective Date.

OSD: Organization Snapshot Date.

Employee Options

Employee Option	Valid Process Types & Date Ranges	Description
Remove Employee from... Merit Bonus Stock	Parallel Process : On or Before CSD. Between CSD and ED. Termination : Before ED of award type.	Upon completion of the parallel event, Workday removes these employee awards from the compensation review process.
Update Employee to Latest Data	Parallel Process : On or Before CSD.	Upon completion of the parallel event, Workday updates the employee data, such as prorated targets, as of the CSD.
Keep Employee Data Fixed	Parallel Process : On or Before CSD.	Workday doesn't change employee award data, including compensation basis, targets, title, or other attributes. However, you can clear the Remove Pool Contributions check box under Pools Options .
Keep Employee in... Merit Bonus Stock	Parallel Process : Between CSD and ED. After ED. Termination : Before ED of award type.	Workday keeps employees in the compensation review process. You can select 1 of these merit award options for parallel processes. However, you can't select bonus or stock award options for parallel processes or terminations. Apply Merit Increase Percent : Workday applies the percentage that you enter to the current base pay of the parallel event. Apply Merit Increase Amount : Workday applies the amount that you enter to the current base pay of the parallel event. Keep New Pay Amount Fixed : Workday applies the new pay amount that you enter to the parallel event. Workday applies the Apply Merit Increase Percent and Apply Merit Increase Amount options to compensation events effective between the CSD and ED, regardless of when the events successfully complete. However, Workday doesn't display base pay changes while the compensation review is in progress. Workday applies these changes only after process completion. Example: Sidney has a 100,000 USD compensation basis as of the CSD and you enter 10% in the compensation review grid. Sidney gets a pay increase to 200,000 in a parallel event after the CSD and before the ED. Sydney’s proposed base pay differs based on the option that you select: Apply Merit Increase Percent : Proposed base pay is 220,000 USD. Apply Merit Increase Amount : Proposed base pay is 210,000 USD. Keep New Pay Amount Fixed : Proposed base pay is 110,000 USD.
Move Employee to New Organization	Organization Assignment : Before OSD.	Moves the employee to their new organization.
Keep Employee in Current Organization	Organization Assignment : Before OSD.	Keeps the employee in the old organization for purposes of the compensation review.

Pools Options

Merit pools include additional adjustment, promotion, lump sum, and any associated plan target pools. Workday stores pool contributions at the individual employee level and calculates pools once at process initiation to determine pools at the organization level.

Pools Option	Valid Process Types	Description
Remove Pool Contributions	Parallel Process, Termination.	Upon completion of the parallel event, Workday removes employee pool contributions from their organizations.
Keep Pool Fixed	Parallel Process, Termination.	Upon completion of the parallel event, Workday keeps employee pool contributions static or adjusts the organization pool.
Update Pool Contributions	Parallel Process.	Applicable only to bonus awards with eligible earnings override. Upon completion of the parallel event, Workday updates the employee contribution to the pool with the eligible earnings override basis. You can select this option on the Create Compensation Review Options task.
Update Pool per Latest Data	Parallel Process, Termination.	Upon completion of the parallel event, Workday updates the pool with the new target.
Merit, Bonus, or Stock	Organization Assignment	For the award type selected, Workday moves the employee's contribution from the old organization pool to the new organization pool. If not selected, Workday keeps the pool in the old organization during the compensation review process.

Award Options

Award Option	Description
Clear Award	Workday sets proposals or awards to zero, overriding any prior proposals or awards.
Keep Award Fixed	Workday updates the employee compensation data as of the CSD, but keeps the award fixed.
Update Award to...	Previously Entered Percent : Workday updates the award to the previous percent. You can select this option on the Create Compensation Review Options task. Previously Entered Factor : Workday updates the award to the previous factor for bonus plans with an individual performance factor. New Employee Target : Workday updates the employee target, the spend, and the pool.

Manage Compensation Review Participation Rule Sets

Create Compensation Review Options