Create Grades, Steps, and Ladders

In this example, you're an HR Specialist adding new technicians at different grade levels.

You need to set up 3 new grades for the new technicians, with 4 steps for each grade. Let's look at the steps to update the key values for the new grades, steps, and ladders. For other fields, you can use the default values.

1. On your Home page, select My Client Groups > Compensation > Manage Grades.
2. Click Create in the Search Results
3. In the Effective Date field, enter 1/1/2010
4. In the Grade Set field, select Common.
5. Enter these values.

   Field	Value
   Name	Technician01
   Code	Tech01

   Similarly create grades with the following names and codes

   Name	Code
   Technician02	Tech02
   Technician03	Tech03

6. Click Next.
7. Verify if the grade information is correct.
8. Click Add row 4 times
9. Enter these values.

   Step Number	Step Name
   1	Level1
   2	Level2
   3	Level3
   4	Level4

10. At step number 4, select the Ceiling Step option.
11. Repeat step 3 for Technician 02 and Technician 03 grades.
12. Click Next.
13. Click Next to skip the Grade Rates section.
14. Review the grade details and click Submit.
15. Click the back arrow on the Manage Grades page.
16. Click My Client Groups > Compensation > Progression Grade Ladders
17. Click the Create Grade Ladder button.
18. Enter these values.

    Field	Value
    Effective Start Date	1/1/2010
    Grade Set	Common Set
    Name	Technician Grade Ladder
    Legislative Data Group	US Legislative Data Group
    Status	Active
    Progression Increment	Grade and step
    Assignment Action	Automated Grade Step Progression
    Include Salary Updates	Yes
    Currency	US Dollar
    Frequency	Monthly
    Annualization Factor	12

19. Click OK.
20. Click Save.
21. Click OK.
22. Click the Grade and Steps link.
23. In the Grade and Steps page, click Action and select Add Grade.
24. In the Grade Name field, select Search.
25. In the Grade Code field, enter Tech and click Search.
    Since he Progression Increment is set to Grade and step, only grades with steps are listed
26. Select the Technician 01 grade and click OK.
27. In the Sequence field, enter the appropriate sequence number (1-4).
28. Repeat steps 18-21 for other grades as well.
29. Expand the grades and enter these values for the steps.

    Field	Value
    Technician01
    Level1	2250
    Level2	2500
    Level3	2750
    Level4	3000
    Technician02
    Level1	3250
    Level2	3500
    Level3	3750
    Level4	4000
    Technician03
    Level1	4250
    Level2	4500
    Level3	4750
    Level4	5000

30. Click Save and Close.