PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Manage Base Compensation and Budgeting

Defining, Assigning, and Approving Merit Increases

This chapter discusses how to:

Define merit increase IDs and groups.
Assign, approve, and load merit increases.

Defining Merit Increase IDs and Groups

To define merit increase IDs and groups, use the Define Merit Group (SP_MERIT_ELIG_GBL) and Define Merit Increase (SP_MERIT_INCR_TBL_GBL) components.

This section discusses how to:

Define merit increase IDs.
Define review results resolution.
Define merit groups.

Note. Before you can assign and approve merit increases for workers, you must first define merit increase IDs and merit groups.

Pages Used to Define Merit Increase IDs and Groups

Page Name	Definition Name	Navigation	Usage
Define Merit Increase	SP_MERIT_INCR_DEFN	Compensation, Base Compensation, Merit Increases, Define Merit Increase	Define Merit Increase IDs for merit points or merit ranges.
Review Results Resolution	SP_MERIT_INCREASES	Compensation, Base Compensation, Merit Increases, Define Merit Increase, Review Results Resolution	Define merit increase guidelines (review results resolutions) per merit point or per merit range.
Define Merit Group	SP_MERIT_ELIG	Compensation, Base Compensation, Merit Increases, Define Merit Group	Define review selection criteria for a Group ID. The system will use the information to retrieve worker reviews.

Defining Merit Increase IDs

Access the Define Merit Increase page (Compensation, Base Compensation, Merit Increases, Define Merit Increase).

Status

Select Active or Inactive. Only merit increase types with a status of Active can be used.

Description

Enter a description of the Merit Increase ID.

Merit Increase Type

Indicate if the merit increase is by point (Merit Increase by Point), by point range (Merit Increase by Points Range), or by review rating (Merit Increase by Revw Rating). The system will display different fields on the Review Points Resolution page, depending on which option you choose.

Defining Review Results Resolution

Access the Review Results Resolution page (Compensation, Base Compensation, Merit Increases, Define Merit Increase, Review Results Resolution).

Rate Code

Select a value for the Rate Code field to associate with this merit increase ID. If you select a rate code with a Rate Code Type of:

Flat Amount or Hourly, enter a Change Amount or a Change Percent value, but not both.

Percent, enter a Change Percent and Rate Code Group (if you are using rate code groups).

Points, enter Change Points or Change Percent, but not both.

Change Amount

Enter the salary change amount, currency, and the frequency with which it is paid.

Change Points

Enter the change in points.

Change Percent

Enter the salary change percent.

Rate Code Group

Select a rate code group.

Merit Increase by Points Range

The system displays the Merit Increase by Points Range table when you select Merit Increase by Points Range on the Define Merit Increase page.

Range ID, From Points, and To Points

Enter a Range ID and the from and to salary points of the range.

Rate Code

Select a Rate Code. If you select a Rate Code Type of:

Flat Amount or Hourly, enter a Change Amount or a Change Percent value, but not both, on the Flat Amount/Hourly tab.
Percent, enter a Change Percent and Rate Code Group (if you are using rate code groups) on the Percent tab.
If you select Points, enter Change Points or Change Percent, but not both, on the Salary Points tab.

Defining Merit Groups

Access the Define Merit Group page (Compensation, Base Compensation, Merit Increases, Define Merit Group).

Define a merit group. When you select a Group ID on the Assign/Approve Merit Increase, Load Merit Increases, and Report Merit Increases pages, the system will retrieve data for the workers of the selected group who:

Have a review Period End Date in the Employee Review that is the latest date in the timeframe on the page.
Have a Review Type matching the one defined.

Assigning, Approving, and Loading Merit Increases

This section discusses how to:

Assign and approve merit increases.
Review merit increase details.
Load merit increases.
Report merit increases.

Use the Assign/Approve Merit Increases component to:

View the approved and completed review results for a group of workers (as defined in the Define Merit Group component).
Calculate merit increases for a group of workers based on the review results and a Merit Increase ID.
Adjust the merit increases calculated by the system.
Approve or deny merit increases for individual workers in a group.

Once you have assigned merit increases and selected to approve or deny the increases, you can load the increase information into the Job table using the Load Merit Increases process.

Pages Used to Assign and Approve Merit Increases

Page Name	Definition Name	Navigation	Usage
Assign/Approve Merit Increase	SP_MERIT_INCR_GRP	Compensation, Base Compensation, Merit Increases, Assign/Approve Merit Increases, Assign/Approve Merit Increases	Calculate merit increases for the workers in the selected group based on the workers' review results and the merit increase guidelines associated with the Merit Increase ID.
Merit Increase Details	SP_MERIT_INCR_EE	Compensation, Base Compensation, Merit Increases, Assign/Approve Merit Increases, Merit Increase Details	Review details about the worker merit increase and make changes, if required.
Load Merit Increases	RUNCTL_SP_MERIT	Compensation, Base Compensation, Merit Increases, Load Merit Increases	Load the approved merit increases into worker job data and flag the increases as processed.
Report Merit Increases	RUNCTL_SP_MERIT	Compensation, Base Compensation, Merit Increases, Report Merit Increases	Create a report on the merit increases for a group of workers.

Assigning and Approving Merit Increases

Access the Assign/Approve Merit Increase page (Compensation, Base Compensation, Merit Increases, Assign/Approve Merit Increases, Assign/Approve Merit Increases).

Get Review Results

Click to retrieve the review results for the workers in the merit group (as defined on the Define Merit Group page).

Merit Increase ID

Select a Merit Increase ID to apply to the members of this merit Group ID. Merit Increase IDs are defined on the Define Merit Increase component.

(Re)Calculate Increases

Click to calculate or recalculate merit increases. The system uses the change values entered on the Define Merit Increase component. The system sets the Status to Proposed for each worker listed. If the merit increase is zero (0), the system sets the status to No Increase.

Note. Click only to calculate the merit increases based on the review points resolution associated with the Merit Increase ID. If you click this button after having made manual changes, the system will erase your changes and reapply the changes associated with the Merit Increase ID.

Status

Select one of the following statuses for each worker's merit increase:

Approved

When you select this value, the system makes the merit increase fields unavailable for entry. Select to approve the merit increase.

Ineligible

When you select this value, the system makes the merit increase fields unavailable for entry. Select if the worker is ineligible for a merit increase.

No Incr (no increase)

When you select this value, the system makes the merit increase fields unavailable for entry. Select to deny the worker the calculated increase.

Proposed

Select to manually adjust the merit increase amount calculated by the system on the Merit Increase Details page, if required. The system selects the Manually Updated flag on the Merit Increase Details page when you make an adjustment. Once you have entered the appropriate merit increase, select Approved to approve the increase or No Incr or Ineligible to deny it.

Processed

The system selects this status when it has processed a merit increase for this worker. You cannot modify the merit increase or status for this worker.

Note. You can manually change a worker's merit increase on the Merit Increase Details page before you select a status.

Approve All

Click to set the status from Proposed to Approved. The system does not modify the statuses No Incr, Ineligible, and Processed.

Note. You can manually change a worker's merit increase on the Merit Increase Details page before you approve all the merit increases.

Reviewing Merit Increase Details

Access the Merit Increase Details page (Compensation, Base Compensation, Merit Increases, Assign/Approve Merit Increases, Merit Increase Details).

Rate Code

If changes are necessary, select a Rate Code to associate with this Merit Increase ID. If you select a Rate Code with a Rate Code Type of:

Flat Amount or Hourly, enter a Change Amount or a Change Percent value.

Percent, enter a Change Percent and Rate Code Group (if you are using rate code groups).

Points, enter Change Points and Frequency or Change Percent.

Status

Select the appropriate status for this worker's merit increase (values listed on the Assign/Approve Merit Increase page). To approve the changes, select Approve.

Loading Merit Increases

Access the Load Merit Increases page (Compensation, Base Compensation, Merit Increases, Load Merit Increases).

Group ID, Doc Type, Period End - From Date, and Period End - Through Date

Select values for these fields for the workers whose merit increase data you want to load into the Job table.

As Of Date

Select the date as of which you want the merit increase to take effect.

Action and Reason Code

Select the action and reason associated with the merit increase for the selected workers.

Update Future Rows

Select to have the system update future dated rows with the merit increase.

Don't Absorb Changes

Select to indicate that the merit increase should not be absorbed into the salary premium (this option only applies to those rate codes with absorbing premiums).

Reporting Merit Increases

Access the Report Merit Increases page (Compensation, Base Compensation, Merit Increases, Report Merit Increases).

Group ID, Doc Type, Period End - From Date, and Period End - Through Date

Select values for these fields for the workers whose merit increase data you want to report on.

Status	Select Active or Inactive. Only merit increase types with a status of Active can be used.
Description	Enter a description of the Merit Increase ID.
Merit Increase Type	Indicate if the merit increase is by point (Merit Increase by Point), by point range (Merit Increase by Points Range), or by review rating (Merit Increase by Revw Rating). The system will display different fields on the Review Points Resolution page, depending on which option you choose.

Rate Code	Select a value for the Rate Code field to associate with this merit increase ID. If you select a rate code with a Rate Code Type of: Flat Amount or Hourly, enter a Change Amount or a Change Percent value, but not both. Percent, enter a Change Percent and Rate Code Group (if you are using rate code groups). Points, enter Change Points or Change Percent, but not both.
Change Amount	Enter the salary change amount, currency, and the frequency with which it is paid.
Change Points	Enter the change in points.
Change Percent	Enter the salary change percent.
Rate Code Group	Select a rate code group.

Get Review Results	Click to retrieve the review results for the workers in the merit group (as defined on the Define Merit Group page).
Merit Increase ID	Select a Merit Increase ID to apply to the members of this merit Group ID. Merit Increase IDs are defined on the Define Merit Increase component.
(Re)Calculate Increases	Click to calculate or recalculate merit increases. The system uses the change values entered on the Define Merit Increase component. The system sets the Status to Proposed for each worker listed. If the merit increase is zero (0), the system sets the status to No Increase. Note. Click only to calculate the merit increases based on the review points resolution associated with the Merit Increase ID. If you click this button after having made manual changes, the system will erase your changes and reapply the changes associated with the Merit Increase ID.
Status	Select one of the following statuses for each worker's merit increase: Approved When you select this value, the system makes the merit increase fields unavailable for entry. Select to approve the merit increase. Ineligible When you select this value, the system makes the merit increase fields unavailable for entry. Select if the worker is ineligible for a merit increase. No Incr (no increase) When you select this value, the system makes the merit increase fields unavailable for entry. Select to deny the worker the calculated increase. Proposed Select to manually adjust the merit increase amount calculated by the system on the Merit Increase Details page, if required. The system selects the Manually Updated flag on the Merit Increase Details page when you make an adjustment. Once you have entered the appropriate merit increase, select Approved to approve the increase or No Incr or Ineligible to deny it. Processed The system selects this status when it has processed a merit increase for this worker. You cannot modify the merit increase or status for this worker. Note. You can manually change a worker's merit increase on the Merit Increase Details page before you select a status.
Approve All	Click to set the status from Proposed to Approved. The system does not modify the statuses No Incr, Ineligible, and Processed. Note. You can manually change a worker's merit increase on the Merit Increase Details page before you approve all the merit increases.

Group ID, Doc Type, Period End - From Date, and Period End - Through Date	Select values for these fields for the workers whose merit increase data you want to load into the Job table.
As Of Date	Select the date as of which you want the merit increase to take effect.
Action and Reason Code	Select the action and reason associated with the merit increase for the selected workers.
Update Future Rows	Select to have the system update future dated rows with the merit increase.
Don't Absorb Changes	Select to indicate that the merit increase should not be absorbed into the salary premium (this option only applies to those rate codes with absorbing premiums).