Create a Progression Grade Ladder

Here's how you create a progression grader ladder to use with the Run Grade Step Progression and Synchronize Grade Step Rate processes, or to default the amounts from grade ladder rates during HR actions.

If you aren’t using batch processes, you still need to include some required fields which will be noted in the instructions.

Before you start

Make sure of the following:

• The group that you want to associate the ladder with exists. Selecting a group for the ladder is optional, but if needed, add the group to the ORA_CMP_GSP_GRADE_LADDER_GRP lookup using the Lookups task.
• The grades exist. If needed, create them using the Grades task.

Here's what to do

1. Create the grade ladder.
   1. On the Grade Ladders page, click Add, and then choose either Progression Grade Ladder for Grades with Steps or Progression Grade Ladder for Grades Without Steps.
   2. Complete the ladder details. Keep these key considerations in mind when making certain selections.

      Field	Considerations
      Progression Increment	When Grade Type is Grade, you can specify whether to evaluate only the next grade in the ladder or all grades. When Grade Type is Grade with step, you can specify how many steps to evaluate and whether to stop at the ceiling step. If you’re not using the batch processes: Select any value because this required field applies only to grade step progression processing.
      Transaction Date	Set the date for the updated assignment record created by the Run Grade Step Progression process. To make it the same date as the effective date of the process, select Process run date. If you’re not using the batch processes: Select any value because this required field applies only to grade step progression processing.
      Confirmation Type	To have people accept or reject proposed progressions as part of their review, select Manual. To have the Run Grade Step Progression process accept the proposals and updates as part of its processing, select Automatic. If you’re not using the batch processes: Select any value because this required field applies only to grade step progression processing.
      Assignment Action	If people leave the actions blank when they submit a process, it uses this action. If you’re not using the batch processes: Select any value because this required field applies only to grade step progression processing.
      Grade Ladder Group	To include the ladder with other progression grade ladders in a single batch for progression processing, select the appropriate group.

   3. Complete the salary update details. Keep these key considerations in mind when making certain selections.

      Field	Considerations
      Include Salary Updates	You're specifying how the Run Grade Step Progression process updates a person's assignment and salary records. No (default): The process updates the grade or step value on the assignment, but not the salary amount. Yes: The process updates the grade or step value on the assignment record. It also updates the salary record with the associated rate from the grade or step. When you select Yes, you can configure more attributes related to salary updates and rate synchronization. If you want to default the salary from grade ladder rates, you need to select Yes.
      Salary Calculation Method	To calculate salary using the rates from your progression grade ladder, select Use grade step rate. You can also choose to write a formula to determine the rate. If you want to default the salary from grade ladder rates, you need to select Use grade step rate. Formulas aren’t supported for salary default.
      Transaction Date	To use the assignment date as the date for the updated salary record the Run Grade Step Progression process creates, select Grade step change date. If you’re not using the batch processes: Select any value because this required field applies only to grade step progression processing.
      Salary Adjustment Type	To prorate the rates from the grade ladder according to the person's assignment FTE value, select an adjustment type.

   4. Complete the rate synchronization details. Keep these key considerations in mind when making certain selections.

      Field	Considerations
      Transaction Date	Set the date for the updated salary record created by the Synchronize Grade Step Rates process: To make it the same date as the effective date of the process, select Process run date. To make it the same date as when the rate changed on the grade ladder, select Grade step rate change date. If you’re not using the batch processes: Select any value because this required field applies only to grade step progression processing.
      Confirmation Type	To have people accept or reject salary updates as part of their review, select Manual. To have the Synchronize Grade Step Rates process accept the proposals and updates as part of its processing, select Automatic. If you’re not using the batch processes: Select any value because this required field applies only to grade step progression processing.

2. Add a rate definition.
   1. Give the rate a name. It’s good practice to use the same name as your grade ladder, but you can also use a different name.
   2. Specify the legislative data group. It should be the same legislative data group that you used for the grade ladder.
   3. Set the rate type to Salary.
   4. Choose the frequency and annualization factor.
   5. The currency will default from the legislative data group.
   6. Set the rate as a progression rate.
3. Add grades.
   1. Search for and select a grade to add. Your Grade Type selection decides which grades you see in the list, meaning, whether the grades have steps or not.
   2. When you add a grade after the first grade, select a position for the grade in the grade ladder. You can add it at the beginning of the grade ladder, at the end, before a specific grade, or after a specific grade.
4. Add rate values.
   1. If your grades have steps, click the link in the Step Rate Values column to add rate values to each step.
   2. If your grades don’t have steps, enter the grade rate values directly in the table.