Create a Workforce Compensation Model

Here's how you create a workforce compensation model.

Use the Models task on the landing page of the workforce compensation plan or the Models > Create Model action on a task worksheet. To create global models, use My Client Groups > Compensation > Global Models.

1. Enter the general information for the model, including a descriptive name and applicable workforce compensation component. For example, 2021 Performance and Merit Increases.
2. Define the model by selecting the allocation method and optionally selecting the model access. You need to select at least one grouping criteria for the results, but no more than four. For example, allocate n percent of eligible salary, share the results with all of your managers, and group the results by job and performance rating.
3. Specify the people to include and exclude from the model using the Show field and Include Workers Shown and Exclude Workers Shown buttons. You can use the Include table column to handle exceptions within the current list of people. By default, the model includes all of your people who are eligible for the component. You can show and include, for example, only subordinate managers. Then, to exclude certain managers in the current list, you clear their Include option. If a person you're excluding has subordinates, you can also exclude them at the same time.
4. Enter the values you want to model. For example, to model increases for analysts according to their performance, enter these Percentage of Eligible Salary values:
   • In the Analyst, 3 - Meets Expectations row, enter 3.
   • In the Analyst, 4 - Exceeds Expectations row, enter 4.
   • In the Analyst, 5 - Outstanding row, enter 5.
5. Select the purpose of the model.

   Model Purpose	Description
   Determine Budget Amounts	Use the model rollup amounts as the basis for each subordinate manager's overall budget.
   Determine Compensation Amounts	Use model results as the values in the specified compensation column of the worksheet, such as Merit Amount.
   Determine Target Amounts	Use model results as target amounts.

6. Review the model results. You can specify whether to show results for only your subordinate managers who report directly to you, or for all of your subordinate managers. You can also display the results as details by individual or rolled up by manager.
   The amounts you see don't have any rounding rules applied because the model can apply results as budget, compensation, or target amounts. These different amounts can have different rounding rules set up and there's no way for the model to know which rule to apply.
7. Specify how to apply the model results, such as replace managers' existing budget values or add to them. Then save and apply the model results.
8. View the resulting budget, return to the model, or return to the plan page or worksheet.