Planning Group Salary Increases
This section provides an overview of salary increase planning and discusses how to plan group salary increases.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
RUNCTL_SALPLNGRP |
Run the Salary Plan Calculation application engine process. This process is recommended for calculating large groups. |
|
|
SALARY_PLAN_GRP |
Apply the group increase budget to the pay components of the workers in the group. You can manually enter pay components and modify salary increases for workers in the group. |
|
|
SAL_PLAN_GRP_APPR |
Show the totals by effective date, effective sequence, action, and action reason as well as the overall grand totals of your planned salary increases. |
|
|
SAL_PLAN_GRP_BDGT |
Display budget information. |
Use the Group Increases components located under and the Group Budgets components under to create salary increase plans by group. The system loads the group members and their default, budgeted increases into the page, where you can view them individually. In addition to details of the worker's compensation package by rate code, the pages provide information about the worker's compa-ratio, percent in range, last increase date, salary history, and review results. This information helps you make decisions about adjusting the budgeted increase for individual workers without looking elsewhere in the system.
Complete these steps to use the Group Increases and Group Budgets components to create salary increase plans:
Create a group, define salary plan controls, and establish a group increase budget.
Run the Salary Plan Calculation process to apply the budgeted increases to the compensation packages of workers in the group.
For small groups, use online processing instead of the batch process. To use online processing, click the Calculate button after accessing the Propose Raises page.
Adjust budgeted increases at the individual level by rate code on the Propose Raises page.
After making changes, click the Refresh button on the Summarize and Approve Raises page to update the current budget on the Create/Approve Group Budget - Budget Requested page.
View summary information on the Summarize and Approve Raises page.
Approve worker raises on the Summarize and Approve Raises page.
Approve all raises by clicking the Approve All button. Alternatively, you can approve or deny raises by changing the status of each worker individually.
Approve the Salary Plan on the Create/Approve Group Budget - Budget Requested page.
Integrating Worker Reviews and Salary Increase Plans
If you use salary increase guideline matrices that are associated with a salary plan, the system calculates whether the new salary figure is under, over, or meets increase guidelines established for the review rating and percent in range.
Calculating Salary Increases Based on the Budget
The system calculates worker increases using either of the following methods:
The Salary Plan Calculation application engine process.
Online processing on the Propose Raises page.
If you are using a salary increase matrix created as a configurable matrix to calculate the budget, then the system uses the criteria on the Data Content page to apply increases to each worker.
Use the Calculate Group Increases page (RUNCTL_SALPLNGRP) to run the Salary Plan Calculation application engine process.
Navigation:
This example illustrates the fields and controls on the Calculate Group Increases page.
Use this page to calculate budgets for large groups of workers.
Run the Calculate Group Increase process without selecting the Approve All check box to calculate the salary increases for the group, budget period start date, and budget ID.
After the process has completed, review the group increases calculated by using the Assign Group Increases pages and make increase adjustments, as needed. Once all increase adjustments have been completed, you can run Calculate Group Increases to approve all increases by selecting the Approve All check box or you can manually approve increases by using the Summarize and Approve Raises page.
Field or Control |
Description |
|---|---|
Approve All |
When you select this check box, the system does not perform a group increase calculation. It updates the Status field on the Summarize and Approve Raises page to Approved for all group increases for the group, budget period start date, and budget ID. |
Use the Propose Raises page (SALARY_PLAN_GRP) to apply the group increase budget to the pay components of the workers in the group.
You can manually enter pay components and modify salary increases for workers in the group.
Navigation:
This example illustrates the fields and controls on the Propose Raises page (1 of 4).
This example illustrates the fields and controls on the Propose Raises page - Pay Components: Changes tab (2 of 4).
This example illustrates the fields and controls on the Propose Raises page - Pay Components: Conversion tab (3 of 4).
This example illustrates the fields and controls on the Propose Raises page - Salary Grade tab (4 of 4).
You must create a group increase budget for the worker's group before using this page.
Note: This process is recommended for calculating small groups.
Identifying the Budget
Field or Control |
Description |
|---|---|
Salary Planning Start Date |
Displays the salary planning start date that you associated with this budget ID on the Create/Approve Group Budget - Budget Description page. |
Request Load |
If you have workflow enabled, click this button after you have made all manual changes on this page and are ready to approve the salary plan and load the salary increases to the worker Job Data records. When you click this button, the system sends a worklist entry to the Personnel Administrator, who can then perform any necessary approvals and run the process to load the salary changes to Job. This button is hidden if you do not enable workflow. |
Total in Group |
Displays the total number of workers in the group. |
Calculate |
Click to calculate and load the default budgeted increases for group members. Do not click this button if you use the Salary Plan Calculation process before accessing this page. Note: Do not click this button after adjusting worker raises on this page unless you want to return to the budgeted increases without any modifications. |
Get Group |
Click to load the group into the page and to make sure the workers displayed in the page are currently eligible group members. The system also updates the Total Annual Salaries on the Summarize and Approve Raises page when you click this button, because a change in the group affects the group's totals. Note: When you refresh the group by clicking Get Group, the system does not calculate the default proposed budgeted increases for workers added to the group. The system loads the page in chunks of group members. Use the Previous and Next buttons to select the data of the worker you want to view. |
Propose Raises
The system enters default proposed increases based on the budget that you identified when you entered the page. It applies calculations only to budgeted rate codes that are already in the worker's compensation package. If you want to add additional salary components to the worker's compensation package or to increase components that were not originally budgeted, add these manually in the Pay Components grid on this page.
Field or Control |
Description |
|---|---|
Effective Sequence |
Select the sequence number of the action that you defined for the budget increase on the Create/Approve Group Budget - Budget Requested page. This sequence number determines the order in which the salary increases are compounded if more than one action and reason appears in the budget for the same effective date. For example, suppose the first action and reason results in an increased amount of compensation for a rate code from 50,000 USD to 53,000 USD. The second action and reason results in an additional 3 percent for the same rate code. Because of the sequence, the system calculates and adds 3 percent of 53,000 USD. |
Action and Reason |
Select the action and reason that you defined for the budget increase on the Create/Approve Group Budget - Budget Requested page. |
New Compensation Rate |
Displays the worker's new compensation rate as of the effective date, sequence, action, and reason. The Job Curr/Freq field displays this new compensation rate. |
New Percent through Range |
Displays the worker's new percent in range. The system calculates the percent in range figure from the data in the Salary Grade table. |
New Annual Rate |
The system calculates and displays the worker's new annual rate by applying the budgeted increase for this effective date, sequence, action, and reason to the applicable rate codes in the worker's compensation package. |
Months Since Last Increase |
Displays the number of months since the worker's last increase. |
Change Amount |
Displays the amount of the worker's total increase for this effective date, sequence, action, and reason for all components of the budget that are in the worker's compensation package. |
Annual Increase Percent |
Displays the worker's annualized change in terms of percent. |
Change Percent |
Displays the worker's total percent increase by applying the effective date, sequence, action, and action reason to all of the budget increase components that are in the worker's compensation package. |
New Compa Ratio |
Displays the worker's new compa-ratio. The system calculates the compa-ratio figure from the data in the Salary Grade table. |
Frequency |
Displays the currency code and frequency specified in the worker's Job record. The calculations appear in this currency and frequency. |
Job Ratio |
Displays the job ratio of the job code assigned to this worker. The job ratio is derived from the values in the Job Ratio group box on the Job Code Table - Default Compensation page and the worker's compensation rate. |
Pay Components
The pay components listed in the grid are those defined on the Job Data - Compensation page. The grid is populated when you enter the page. When you click Calculate, the system applies the increases to the rate code. To recalculate and refresh the data on the Create/Approve Group Budget - Budget Requested page after you manually add or change data here, click the Refresh button in the Grand Total section of the Summarize and Approve Raises page.
Note: Do not click the Calculate button after you make manual changes on this page because you will lose your manual changes. Instead, click the Refresh button in the Grand Total section of the Summarize and Approve Raises page. The Refresh button updates the requested budget on the Budget Requested page.
If a raise status is Processed, then this grid is not accessible.
Amounts Tab
Field or Control |
Description |
|---|---|
Rate Code |
Displays the rate codes in the worker's compensation package. If you are manually entering a new data row, you can select a rate code from the valid values. |
Seq (sequence) |
Displays the sequence number of the rate code in the compensation package. |
Details |
Click to view details about the rate code. |
New Comp Rate (new compensation rate) |
Displays the compensation rate for the rate code after applying the new amount, percent, or points. |
New Currency |
If you want the rate code to have a different currency, select that currency here. For points-type rate codes, this field is not available for change. |
New Frequency |
If you want the rate code to have a different frequency, select that frequency here. Valid values are stored in the Frequency table. |
New Points |
If you proposed an additional point value for the rate code, that new point value appears here. |
New Percent |
If you proposed a different percent value for the rate code, that new percent value appears here. |
New Rate Code Group |
You can select a different rate code group for the percent increase. |
Changes Tab
Field or Control |
Description |
|---|---|
Rate Code |
Displays the rate codes in the worker's compensation package. If you are manually entering a new data row, you can select a rate code from the valid values. |
Seq (sequence) |
Displays the sequence number of the rate code in the compensation package. |
Change Amount |
Displays the proposed change in the amount of compensation for the rate code, in the currency and frequency of the rate code. |
Change Points |
If the rate code type is Points, displays the proposed change in the points for the rate code. You can enter a value for a new data row if the rate code type is Points. |
Change Percent |
Displays the proposed percent of change in the compensation for the rate code. |
Conversion Tab
Field or Control |
Description |
|---|---|
Source |
Indicates how the pay component got into the pay components grid. Values are:
|
Default Without Override |
Used for multiple components of pay. |
Apply FTE |
The system indicates whether Apply FTE is selected for this rate code in the Comp Rate Code table. |
Convert Comprt (converted compensation rate) |
Displays the compensation rate for the rate code converted to the worker's compensation frequency and currency. |
Employee Review Rating
In this section, view the results of the worker's review. The fields in this section are the same as those on the Employee Review page.
Employee Salary History - Rates Tab
In this section, view each salary change in the worker's salary history over time. The fields in this section detail each salary change and are the same as those in the worker's Job record.
Field or Control |
Description |
|---|---|
Job EffDt (job effective date) and Job EffSeq (job effective sequence) |
The effective date and effective sequence of the change in the worker's compensation. |
Action and Reason |
The action and reason that resulted in the change in the worker's compensation, as recorded in the Job record. |
Comp Rate (compensation rate) |
The worker's compensation in the Job record for the job effective date, job effective sequence, action, and reason. |
Currency and Frequency |
The currency and frequency of the worker's compensation in the Job record for the job effective date, job effective sequence, action, and reason. |
Change Percent and Change Amount |
The percent of change and amount of change in the worker's compensation for the job effective date, job effective sequence, action, and reason. |
Employee Salary History - Salary Grade Tab
Field or Control |
Description |
|---|---|
Job EffDt (job effective date) and Job EffSeq (job effective sequence) |
The effective date and effective sequence of the change in the worker's compensation. |
Salary Set ID |
The setID associated with the worker's salary. |
Sal Plan (salary plan) and Grade |
The salary plan and salary grade associated with the worker's job row. |
Comp-Ratio (compa-ratio) |
The worker's compa-ratio for this job row, calculated from data in the Salary Grade table. |
Month Last Incr (month last increase) |
The number of months since the previous salary increase. |
Use the Summarize and Approve Raises page (SAL_PLAN_GRP_APPR) to show the totals by effective date, effective sequence, action, and action reason as well as the overall grand totals of your planned salary increases.
Navigation:
This example illustrates the fields and controls on the Summarize and Approve Raises page.
Field or Control |
Description |
|---|---|
Budget Period |
Displays the start and end dates that you defined for this budget ID. |
Salary Planning Start Date |
Displays the salary planning start date that you defined for this budget ID. |
Approve All |
Once you have finalized the plan, click Approve All to mark all increases with the Approved status. Increases must have the Approved status to be loaded into the workers' job records by the Load Salary Changes process. |
Grand Total
Field or Control |
Description |
|---|---|
Total Annual Salaries |
Displays the total of all of the salaries in the salary plan. |
Average Percent |
Displays the percentage of increase between the sum of the annualized salaries as of the start date of the plan and the calculated increased salaries in the plan. |
Refresh |
Click this button after you modify the salary increase plan. The system updates the Grand Total. |
Approve Raises
Displays the following information for each worker in the group. With the exception of the Rank and Status fields, this information is identical to the information on the Propose Raises page.
Field or Control |
Description |
|---|---|
Rank |
Enter a rank number if you want the workers to appear in an order other than by worker ID. Use this field for force ranking, such as listing workers from the highest increase to the lowest. |
Status |
Select Approved, Ineligible, No Incr (no increase), Processed, or Proposed. The default is Proposed. You cannot change the status to Processed. The Load Salary Changes process sets the status to Processed when it loads increases to JOB. Note: If the status is Processed, then you cannot modify the status manually. |
Name |
Displays the name of each member of the group. |
Compensation Change |
Displays the change in the worker's compensation. |
Use the Budget Information page (SAL_PLAN_GRP_BDGT) to display budget information.
Navigation:
This example illustrates the fields and controls on the Budget Information page.
This page is display only. The information is similar to that found on the Budget Requested and Budget Components pages.
Field or Control |
Description |
|---|---|
Refresh |
Click to update the Requested Amount and Available Amount. |
Available Amount |
Represents the difference between the Current Budget and Requested Budget. It is calculated when you click Refresh or save the component. If the variance is a positive amount, the salary plan exceeds the budgeted amount. If the variance is a negative amount, the planned salaries fall short of the budgeted amount. |
Request Approval |
This button appears only if the budget is approved. If the Available Amount is negative and the budget was approved, you must request a new approval because you will not be able to save without requesting a new approval if the Available Amount is negative. If you do not want to request a new approval, you have to leave the component without saving. If you request a new approval, the budget will be unapproved and the Budget Approval Date will be deselected. These changes will be reflected in the Budget Requested pages. |