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 bonus or merit plan, depending on plan configuration. If
Include Active Employees Assigned Plan During Process Period
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 not 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.