Create Compensation Review Options

Configure rule sets on the

Maintain Compensation Review Participation Rule Sets

report.

Security in the Advanced Compensation functional area:

Process: Compensation Management Events
domain.

Process: Compensation Review Process Reviewer
domain.

You can create sets of parameters for options used when initiating compensation review processes.

Access the

Create Compensation Review Options

task.

As you complete the

Process Options

tab, consider:

オプション	説明
Organization Details	Configure the organizations you include on the Complete Employee Awards and Review Employee Awards steps of the business process. Select an active Top Level Organization that doesn't have any superior organizations. When you select a top level organization, Workday includes employees assigned to plans targeted for the process and all those in the selected organization and its child organizations. (Optional) Select 1 or more Process Top Level Organization from the active child organizations within the structure of the Top Level Organization . Doing so restricts the employees and participants in the process to the subordinates under these organizations.
Approvals and Visibility	When you select: Entire Hierarchy : The top-level planner/participant must approve all organizations. Next Participant Only : Workday limits the approval to 1 planning level above and limits the planner's ability to edit to 1 level below.
Compounding Options	When you select Additional Adjustment and Promotion Awards as Percent of Current Compensation Basis , Workday adds awards to the current compensation basis instead of compounding the award. Example: Brendt's current compensation basis is 100,000. He receives a 10% merit increase, a 2% additional adjustment, and another 2% for his promotion. Workday sums all of Brendt's awards (0.10 + 0.02 + 0.02 = 0.14) and calculates his new current compensation basis: 100,000 + (100,000 x 0.14) = 114,000.
Autofill / Pre-Fill Value	When you select 1 of these options for Merit Awards and Bonus Awards : Compensation Matrix : Workday populates awards to the midpoint of the matrix. Target : Workday populates awards with the funded, prorated target associated with the plans. This applies if you: Set up the merit or bonus plans to use a compensation matrix. Selected to autofill or prefill values for the award type when you initiated the process.
Compensation Review Calculation	You can select an existing compensation review calculation table or create one here.

As you complete the

Planning Preferences

tab, consider:

オプション	説明
Planner / Reviewer Preferences	Configure defaults for: Edit in Currency: Display either the pay range or reference currency in editable currency amount fields. This setting has no effect on read only, advanced, or calculated fields. Regardless of setting, Workday pays awards in the employee's pay range currency. Workday pays stock plans configured with Use Target Currency for Grant selected in the target currency. Organization Budgets : Display either all or your current organizations budget graphics during the process. Exposure to Planners/Reviewers : When you select this check box, planners and reviewers can override the default from their My Tasks items and throughout the compensation review.
Search Reports	Workday enables access to the grid from these reports: Compensation Review Process Search Employees (Default) : Enables access to the grid configuration for security groups on the Process: Compensation Review Process Reviewer domain. Compensation Review Organization Search Report (Default) : Enables participants to search employees at the organizational hierarchy level from the My Tasks item. You can also access the compensation review grid from custom reports.
Pool and Spend	When you hide any award type, Workday allows pool overages and enables read-only access for all award types when you configure pools.

As you complete the

Participation Rules

tab, consider:

オプション	説明
Date Range	Select 1 or more date ranges for the process, if applicable. Workday: Allows events to proceed for the date ranges you select. Blocks events for date ranges you don't select. Workday doesn't apply date ranges to Move Workers or Change Organization Assignments . Workday always enables all date ranges for Request and Return from Leave of Absence by default.
Allow All	Select to allow all events to proceed for the selected business process. Workday always enables this option for Request and Return from Leave of Absence by default.
Allow Only	Select 1 or more eligibility rules where you want Workday to allow parallel events to proceed. Workday uses the employee's compensation data as of the compensation snapshot date to determine eligibility.
Organization Assignments and Reorganizations Compensation Parallel Events Terminations	Select a participation rule set for each award type. Rule sets include employee, pool, and award options that control how Workday manages conflicting transactions.
Leave of Absence	Each award type that you select remains on hold during the compensation review process until you release the leave of absence event on the Manage Compensation Review On Hold Events task. When you release, the effective date configured on the award type determines when awards take effect.
Eligible Earnings Overrides	Select what Workday does with the planned bonus awards when you make changes to the eligible earnings override during a compensation review process: Previously Entered Percent : Workday updates the award to the previous percent. Update Pool Contributions : Workday updates the employee contribution to the pool with the Eligible Earnings Override compensation basis.
Custom Modifier	Select what Workday does with the planned bonus awards when you make changes to the custom modifier during a compensation review process: Clear Award : Workday sets proposals or awards to zero, overriding any prior proposals or awards. Keep Award Fixed : Workday keeps the award fixed. Update Award to Previously Entered Percent : Workday updates the award to the previous percent. Update Award to Previously Entered Factor : Workday updates the award to the previous factor for bonus plans with an individual performance factor. Update Award to New Employee Target : Workday updates the employee target, the spend, and the pool.

Workday doesn't block parallel events already in progress before you initiate the compensation review process. Workday uses your configured participation rule sets to manage employee, pool, and award options. If you don't allow parallel events to proceed, Workday notifies and prevents the initiator of the business process from completing the parallel event.