Actions and Reasons in Workforce Compensation
To provide context, all salary and assignment changes include an action and optional action reason. You need to select the action when you configure plan details. The bundled action that you can set in plan details is Allocate Workforce Compensation.
If the plan includes different task worksheets for different allocation types, such as merit increases, bonuses, and stock shares, you don't select an action reason. If the plan focuses on a single action, you can select the appropriate action reason. For example, you create a plan where managers change compensation according to performance evaluations, so you select the Performance action reason.
The action and reason are stored with all salary and assignment changes that transfer to HR after the compensation cycle is complete. Changes from the performance evaluation plan would show in people's salary history as Allocate Workforce Compensation and Performance.
Here's a comprehensive list of the bundled compensation action reasons.
-
Anniversary
-
Career Progression
-
Cost of Living Adjustment
-
Market Adjustment
-
Mass Adjustment
-
Merit
-
Performance
-
Periodic Review
-
Promotion
You can extend the available actions and action reasons using the Configure Actions and Action Reasons quick actions under .