Running the Recalculate Participant Values: Grade/Step Progression process

Using the Recalculate Participant Values: Grade/Step Progression process you can automatically update employee salary, if there is a change in the rates of the grade or step on which you placed the employee. This process applies only to those employees whose grade ladder supports automatic salary updates.

Use the Submit Request window.

arrow icon   To run the Recalculate Participant Values: Grade/Step Progression process

  1. Select Recalculate Participant Values: Grade/Step Progression as the Name.

  2. Click in the Parameters field to open the Parameters window.

  3. Enter an Effective Date on which you want to run the process.

  4. Leave the default values in the Detect Temporal Events field.

  5. Select the appropriate option in the Validate field. If you select Commit, the process saves the new rates to the employees' salary records. If you select Rollback, the process runs in report-only mode and does not update the salaries..

  6. Select the appropriate values in the other parameters to restrict the assignments you want to process. For example, if you select a person name , the application processes only that person's assignments.

    Select a value for this parameter... To...
    Person Name recalculate rates for a single person.
    Person Type recalculate rates only for a particular person type (such as employee).
    Compensation Object Selection and Person Selection Rules restrict process to the people or compensation objects returned by a formula. For example, you can write a formula to restrict person selection to those employees with a recent salary change.
    Organization restrict the process to an organization.
    Benefits Group restrict the process to a Benefits Group.
    Location restrict the process to the specified location.
    Postal/Zip Range restrict the process to the assignments that are within this postal or zip code range.
    Reporting Group process all persons associated with this Reporting Group.
    Legal Entity restrict the process to a legal entity. The legal entity field is available only for US users.
    Payroll restrict the process to run on a particular payroll.
    Organization Hierarchy and Organization Top Node restrict the process only to that part of the organization hierarchy.
    Grade Ladder process all the assignments you have assigned to this grade ladder.
    Pay Scale process all the assignments you have assigned to this pay scale.
    Business Rule restrict the process to apply to a business rule, for example, if you want to update rates for an employee on their anniversary of joining or on their birthday.
    Business rule date from and Business rule date to run the process for the specified business rule for a given date range. The effective date you entered must be between the business rule start date and business rule end date.
    Business Rule Year from and Business Rule Year to restrict the business rule to apply to the employees who are in the year range you give here. For example, if you select Anniversary of Joining as the business rule and then choose 2-5, as the Business Rule Year from and Business Rule Year to dates, then the process recognizes all those employees who completed their 2nd to 5th anniversaries, for applying rate recalculation.
    Collective Agreement restrict the process to a collective agreement.
    Qualification Type and Status restrict the process to run on the employees who have the specified qualification and type.

    Additional Information: You can select the qualification type without selecting the qualification status, but you cannot select the qualification status without selecting a qualification type.

    People Group Flexfield restrict the process to run on employees in the specified group.
  7. Click OK and then Submit.