The Participation Process: Grade Step (the Grade/Step Progression pre-process) evaluates your employees one at a time, to determine the set of grades and/or steps to which an employee is eligible to progress (and marks the default grade or step when more than one eligible progression exists).

When the process completes, it triggers automatically a post-process that progresses employees to their new grade or step and makes the salary updates as required.

You can run this process retrospectively, but if you do so, the application does not process employees with future-dated salary proposal changes and they appear in an exception log. If you wish to process these employees, you must process them manually from the Assignment window by updating their grade or step, and salary.

See: Entering an Assignment and Entering Additional Assignment Details

We suggest that you run this process once a month. However, if you are an Advanced Benefits user with many life events triggered by person or assignment data changes, you may prefer to run the process more frequently.

You run this process from the Submit Requests window.

   To run the Participation Process: Grade Step

1. In the Name field, select Participation Process: Grade Step.

2. Change the runtime parameters if required.

   If you leave the Potential Life Events to Process Date field blank, the application assigns a dummy life event to any employee without a life event and processes all selected employees.

   If you enter a date in the Potential Life Events to Process Date field, the application processes only those employees with a life event on the date specified (which was triggered due to changes in person data or due to satisfying temporal life event criteria.)

   For information on other parameters, see Runtime Parameters for the Batch Participation Process.

3. Choose the Submit Request button.