Effective Dates for Progression Work Groups

When you create progression work groups, you assign an effectivity date or an effectivity data item to the entire work group. The effectivity data item can be any data item included in UDC 08/DT. The effectivity date is used to determine when the rate change becomes effective for the employees who are included in the work group. You should use an effectivity date or data item that you want to use for all employees who are included in the work group. However, you can change the date for individual employees after you create the work group. You can change the effectivity date for an individual in a progression group only if you are using an effectivity data item to determine the date on which the changes become effective. Otherwise, you must change the effectivity date for all employees within the progression group.

If the effectivity date is on or before the system date, the update process directly updates the Employee Master Information table (F060116). If the effectivity date is after the system date, the pay rate change is stored in the Future Data EE Master Revisions table (F06042). The system then updates the Employee Master Information table during the final update step of the payroll cycle within which the effectivity date occurs.

Note: It is recommended that you use an effectivity date that will update the Employee Master Information table directly. Processing future data revisions during the final update step of the payroll cycle uses additional system resources and can cause a dramatic increase in processing time. If you use the Future Data EE Master Revisions program (P06042) to update pay grade information during final update, you must set the Process Future Data Revisions processing option for the Pay Cycle Workbench program (P07210) to enable future data processing.

This table shows the dates you can use to set up effectivity dates for pay rate changes:

Date	Result
System Date	If you leave the Effectivity Date field and the Effectivity Data Item field blank, the system uses that date to determine when the pay rate changes become effective.
Override Date	If you enter a date in the Effectivity Date field, the system uses that date to determine when the pay rate changes become effective.
Defined Date	If you enter a data item in the Effectivity Data Item field, such as Date of Next Review or Date of Next Raise, the date associated with each employee for that particular data item is the date that the system uses to determine when the pay rate changes become effective. You can enter any date that appears in UDC 08/DT.

Important: The effectivity date is not always the date on which the pay rate change becomes effective. If you enter an effectivity date that falls after the system date, when you run the update process, the Future Data EE Master Revisions table is updated. Future data revisions are not updated to the Employee Master Information table until the final update step of the payroll cycle during which the effectivity date occurs. This can cause the pay rate change to become effective on a date later than the effectivity date. For example, if you use an effectivity date of 06/16/05, and that date occurs after the system date, the Future Data EE Master Revisions table is updated. If the pay cycle that includes the effectivity date includes work dates of 06/15/05 through 06/30/05, the new pay rate is not updated to the Employee Master Information table until the final update step of this payroll cycle, and, therefore, is not used to calculate pay for this payroll cycle. The pay rate change becomes effective during the next payroll cycle, making the actual effective date of the change 07/01/05.