Guidelines to Configure Default Values for the Promotion Effective Date Column

The batch processes for workforce compensation use promotion effective dates in plan worksheets to get new salary ranges and compa-ratios.

The processes also use the dates to get other salary metrics when the promotion includes a change to the person's grade. You can set a default effective date for everyone promoted through a workforce compensation plan using the Configure Plan Cycles task. Then, you can enable the Promotion Effective Date column in the appropriate task worksheets and configure the column properties.

Let managers override the default date for individuals they promote during the compensation cycle.

Specify whether the Refresh Workforce Compensation Data process refreshes the Promotion Effective Date column values.

Subject to Refresh	What Happens
Yes	A manager overrides the default promotion effective date. The Refresh Workforce Compensation Data process changes the worksheet column date back to the default promotion effective date set for the plan cycle. The process uses the default date to refresh the corresponding salary metrics.
No	The Refresh Workforce Compensation Data process uses the promotion effective date to refresh the corresponding salary metrics. The date in the worksheet column is from either of these sources: Default promotion effective date for the plan cycle Manager-entered date

Subject to Refresh

What Happens

Yes

A manager overrides the default promotion effective date.
The Refresh Workforce Compensation Data process changes the worksheet column date back to the default promotion effective date set for the plan cycle.
The process uses the default date to refresh the corresponding salary metrics.

The Refresh Workforce Compensation Data process uses the promotion effective date to refresh the corresponding salary metrics. The date in the worksheet column is from either of these sources:

Default promotion effective date for the plan cycle
Manager-entered date