Example: Coordination of Organization Events in Compensation Reviews

Organization events that occur while a compensation review is in progress can have an effect on how Workday calculates awards.

Global Modern Services is preparing their 2014 performance period, using this schedule:

01/01/2013 to 12/31/2013	12/31/2013	01/05/2014	02/05/2014	02/10/2014	02/17/2014	03/01/2014
Eligibility Period (Process Period)	Process Period End Date Bonus Compensation Snapshot Date Stock Compensation Snapshot Date	Process Launched Organization Snapshot Date	Process Complete	Effective Date of Stock	Effective Date of Bonus	Merit Compensation Snapshot Date Effective Date of Merit

The compensation review process involves these compensation plans and organizations:

Merit Plans A and B

Bonus Plans D and E

Stock Plan F

Organizations X and Y

Betty Liu, Jared Ellis, and Leslie Silko are eligible for merit, bonus, and stock awards in 2014. Parallel compensation or staffing events at the initiation of the process don't affect them.

Betty Liu

Betty Liu has these compensation plans:

Merit Plan A from 01/01/2013 to 12/31/2013.

Merit Plan B from 01/01/2014 to 12/31/2014.

Bonus Plan D from 01/01/2013 to 01/10/2014.

Bonus Plan E from 01/11/2013 onward.

Stock Plan F from 01/01/2013 onward.

Betty was a member of Organization X from 01/01/2013 to 01/03/2014. She was a member of Organization Y from 01/04/2014 onward.

Eligibility Period (Process Period)	01/01/2013 to 12/31/2013	Betty is eligible for the process and the merit, bonus, and stock awards because of her plan assignments during the eligibility period.
Process Period End Date Bonus Compensation Snapshot Date Stock Compensation Snapshot Date	12/31/2013	Workday determines Betty's compensation for bonus and stock on this date. Workday calculates the pools as part of Organization Y. Bonus target for Bonus Plan D = 10% * 100% of year. Stock target for Stock Plan F = 2%.
Organization Snapshot Date	01/05/2014	Betty is considered part of Organization Y for the process.
Effective Date of Stock	02/10/2014
Effective Date of Bonus	02/17/2014
Effective Date of Merit Merit Compensation Snapshot Date	03/01/2014	Merit target for Merit Plan B = 6%.

Jared Ellis

Jared Ellis has these compensation plans:

Merit Plan A from 01/01/2013 to 12/31/2013.

Merit Plan B from 01/01/2014 to 12/31/2014.

Bonus Plan D from 01/01/2013 to 12/10/2013.

Bonus Plan E from 12/11/2013 onward.

Stock Plan F from 01/01/2013 onward.

Jared was a member of Organization X from 01/01/2013 to 02/14/2014. He was a member of Organization Y from 02/15/2014 onward.

Eligibility Period (Process Period)	01/01/2013 to 12/31/2013	Jared is eligible for the process and the merit, bonus, and stock awards because he has the eligible plans during the eligibility period.
Process Period End Date Bonus Compensation Snapshot Date Stock Compensation Snapshot Date	12/31/2013	Workday determines Jared's compensation for Bonus and Stock on this date for the process. Bonus target for Bonus Plan D = 10% * 96.98% of year. Bonus Plan E = 15% * 3.02% for the remainder of the year. Bonus total = 10.151%. Stock target for Stock Plan F = 2%.
Effective Date of Bonus	12/31/2013
Effective Date of Stock	12/31/2013
Organization Snapshot Date	01/05/2014	Jared is considered part of Organization X for the process. Workday calculates all pools as part of Organization X.
Effective Date of Merit Merit Compensation Snapshot Date	03/01/2014	Merit target for Merit Plan B = 6%.

Leslie Silko

Leslie Silko has these compensation plans:

Merit Plan Q from 02/15/2014 to 12/31/2014.

Merit Plan A after 03/04/2014, after Effective Date of Merit.

Bonus Plan D from 01/01/2013 to 01/10/2014.

Bonus Plan E from 01/11/2014 onward.

Stock Plan F.

Leslie was a member of Organization X from 01/01/2013 onward.

Process Period (Performance Period)	01/01/2013 to 12/31/2013	Leslie is eligible for the process but only for the bonus, and stock awards because she has the eligible plans during the eligibility period. However, she doesn't have a merit plan assigned at the launch of the process because Merit Plan A's assignment occurred only after process launch.
Process Period End Date Bonus Compensation Snapshot Date Stock Compensation Snapshot Date	12/31/2013	Workday determines Leslie's compensation for Bonus and Stock on this date. Bonus target for Bonus Plan D = 10% * 100% of year. Stock target for Stock Plan F = 2%.
Effective Date of Bonus	12/31/2013
Effective Date of Stock	12/31/2013
Organization Snapshot Date	01/05/2014	Leslie is considered part of Organization X for the process. Workday calculates all pools as part of Organization X.
Effective Date of Merit Merit Compensation Snapshot Date	03/01/2014	Leslie had Merit Plan Q before the Merit Compensation Snapshot Date, but her change to Merit Plan A only happened after the completion of the process. She won't receive a merit award during this process. Leslie remains eligible for the Bonus and Stock Awards because there were no changes to those plans.