Understanding Job Step Progression Information

After you set up the system and the employee information to enable step progression processing, enter step progression parameters for each job level, and create any necessary employee groups, you can process step progression information, either by using the automatic method or the stand-alone method.

If you process job step progression using the stand-alone method, you create all job step progression timecards before you process payroll. If you use the automatic method, the system creates job step progression timecards during the pre-payroll process. Regardless of the method that you choose, job step progression timecards must be processed through a complete payroll cycle. The system updates job step progression history when the job step progression timecards are processed through the final update step of the payroll cycle. If an employee moves to the next job level during the payroll cycle, the system automatically updates the Job Type and Job Step fields in the employee's Employee Master Information table F060116 record. You use processing options for the Payroll Cycle Workbench program (P07210) to determine whether the system also updates the Pay Rate field for the employee during final update.

Note: If you use the automatic method to process step progression information, and you want to include interim payments in the step progression calculation, you must select the Merge Interims option when you process the payroll cycle. If you are processing job step progression information using the stand-alone method, you must set the processing options for the Overtime Rules program (P186401) to include interim payments in the step progression calculations.

After you process job step progression information, you can review job step progression history online or in report format. You can also revise this history information if you determine that the information is incorrect.

Note:

To ensure that employees are paid the correct overtime rates during job step progression processing, you must create a version of the Time Entry MBF Processing Options program (P050002A) and set up the processing options on the Pay Types tab to identify overtime rates. If you use the automatic method to process job step progression information, you must add this version of the P050002A to the processing options for the Pay Cycle Workbench program (P07210). If you process job step progression using the stand-alone method, you must add this version of the P050002A to the processing options for the Overtime Rules program.

Also, if you use the Timecard Automation module to process overtime timecards, you must determine in which order to process overtime rules and job step progression rules. The order in which you process these rules depends on the business practices, time entry methods, timecard automation rule and function setup, and desired outcome for overtime calculations. If you want to process job step progression rules before processing overtime rules, you must use the stand-alone method to process job step progression.