Create Configurable Compensation Basis

Security: Set Up: Base and Plan
domain in the Core Compensation functional area.

Create compensation plans.

You can create a compensation basis from 1 or more compensation plans. You can then use the basis to manage merit awards and assign or change employee compensation.

You can also use these web services to retrieve, add, or modify configurable compensation bases:

Get Configurable Compensation Basis.

Put Configurable Compensation Basis.

You can't use these web services to retrieve or upload configurable compensation bases with

Manage by Basis Total

selected. Use the

Create Configurable Compensation Basis

task instead. You also can't use these web services for calculation compensation bases. Use the

Create Calculation Compensation Basis

task instead.

Access the

Create Configurable Compensation Basis

task.

In the

Details

section, consider:

オプション	説明
Eligibility Rule	Select 1 or more eligibility rules to apply the compensation basis only to specific employees. If you leave the field blank, the compensation basis applies to all employees.
Functional Areas	Select 1 or more: Benefits : If you're going to include a retirement savings plan. Compensation : If you want to use it in compensation-related transactions or in the severance worksheet. Planning : If you want to create a custom compensation basis for your headcount plans. (Requires access to the Workday Planning product.) Projects and Work : (For Projects only.) If you want to use this compensation basis to derive a fully burdened cost rate for worker on a project.
Use to View Compensation	Available only if you selected Compensation in the Functional Areas field. If selected: Configurable Compensation Basis displays on the worker's related actions menu. Compensation Basis is available for percentage-based plans such as bonus or allowance.
Ranking	Available only if you selected Compensation in the Functional Areas field. If an employee is eligible for more than 1 compensation basis, Workday: Calculates the amount using the highest ranking compensation basis, known as the Primary Compensation Basis (PCB). Uses the PCB for reporting estimated earnings. Example: Sam is eligible for compensation bases with Ranking set to 2, 3, and 4. Sam isn't eligible for the compensation basis ranked 1. The compensation basis ranked 2 is the highest Sam is eligible for and is the PCB.
Compensation Plan	All : All compensation plans of the same type included in the calculation of the compensation basis. Base Pay Only : Includes all compensation plans of the same type in the calculation of the compensation basis, provided the compensation element selected on the plan is part of the employee's compensation grade as a base pay element.

In the

Manage Basis Total

section, consider:

オプション	説明
Manage Basis Total	If selected, you can manage the change to an employee's compensation as a total compensation amount. Workday distributes the change to the components that make up the compensation basis.
Salary Plans Maximum	Example: If an employee's total compensation amount is 100,000 USD and the Salary Plans Maximum is 30 percent, then the amount allocated to salary plans can't be greater than 30,000 USD.
Rounding Rule	Workday rounds compensation plan assignment amounts for all future compensation transactions. A rounding rule created using the Create Compensation Rounding Rule task with the Round to Currency Precision check box selected provides the most precise results. Discrepancies between the original PCB entered and what is displayed after plan allocation might result from unit-based plans that include a payment frequency. Example: If the total compensation basis equals 200,000 USD, the displayed value of the total compensation basis might be rounded down to 199,999.10 USD if the 2 unit-based allowance plans are: Rounded to currency precision. Paid quarterly.
Retain Basis Total	If selected, Workday retains the compensation basis total even when a staffing transaction changes compensation plan assignment. Example: If Retain Basis Total is selected, Workday populates the proposed total with the existing compensation basis total during the Propose Compensation step of the Change Job process. Workday then rebalances the plan assignments but keeps the compensation basis total fixed. If Retain Basis Total isn’t selected, Workday recalculates the compensation basis total based on the changed plan assignments.

Include an amount-based allowance, bonus, stock, or commission plan that allows overrides to handle any remainder amounts from Workday's automatic distribution. Otherwise, Workday can't allocate the full amount of the change to the employee.

(Optional) Select

Calculation Bases

created on the

Create Calculation Compensation Basis

task.

Complete the information for each plan you want to include in the compensation basis.

If you edited an existing compensation basis and added or changed a rounding rule with

Manage Basis Total

selected, you can use the

Set Up Compensation Basis Adjustment

task to apply the rule to existing plan assignment amounts.