Create Stock Participation Rate Tables

Set up stock plans.

Security: Set Up: Stock
domain in the Advanced Compensation functional area.

Stock participation rate tables enable managers to allocate stock to diverse populations of employees while maintaining control over the size of the pool. Eligibility rules control which employees can receive stock; participation rates control how much each employee contributes to the stock pool.

You can create rate tables based on:

Classic criteria such as management level and grade.

Eligibility rules.

You assign rate tables when you initiate a compensation review process with stock awards. Rate tables apply to any stock plan and any eligibility rules associated with the compensation review process.

During a compensation review process with stock, Workday evaluates each row of the rate table from top to bottom. Workday assigns only the first rate that applies to the employee and doesn't evaluate any others. If no rates apply, Workday uses the

Default Percentage Rate

To view the stock participation rate during a compensation review process, use a grid configuration that contains the Stock column group and the

Stock Participation Rate %

field.

If you use a rate table in a compensation review process, Workday disables the Autofill and Prefill functions for stock.

Access the

Create Stock Participation Rate Table

task.

Enter a

Default Percentage Rate

Percentage rates can exceed 100. Workday uses the default rate if it can't find a match in the rate table.

Select the rate table type and enter 1 or more rows for Workday to evaluate when proposing awards:

Option	Bezeichnung
Uses Classic Criteria	Select any combination of Management Level , Job Profile , Country , or Compensation Grade .
Uses Eligibility Rules	Select an Eligibility Rule .

The

Percentage Rate

for either type of table can exceed 100.

Sort the rates in the order you want Workday to evaluate them.

Workday assigns only the first rate that applies to the employee.

The stock participation rate displays on when proposing stock awards during a compensation review.

Company A has created a rate table with these dimensions:

Table Name: Stock Participation – Management Level and Country

Default Percentage Rate: 100%

Priority Order	Management Level	Country	Participation Rate
1	Manager Supervisor	United States United Kingdom France Canada	75%
2	Manager Supervisor	Brazil Russia China India Mexico	65%
3	Manager Supervisor		50%
4	Individual Contributor		10%

You can:

Edit rate tables using the

Edit Stock Participation Rate Table

task and delete them with the

Delete Stock Participation Rate Table

task. However, you can't edit or delete a rate table that's in use.

Access the

Stock Participation Rate Audit

report to display workers, positions, assigned participation rate, and rate table dimensions. The report also lists multiple matches.