How do I create grades, steps, and ladders?

Title and music.

Before you can create a grade ladder, you must create your grades. Open the Workforce Structures work area.

Click My Client Groups.

Click Workforce Structures.

Click Grades.

Click Add Grade.

Confirm your start date and grade set, then enter a name and code.

In the Name field, enter Mfg00.

In the Code field, enter Mfg00.

Enter the grade steps. This example has 3, but you can add as many as needed. Your ceiling step will be defaulted as you go and is often the highest step in the grade. You can use the Set as Ceiling Step button to change it.

In the Grade Steps section, click Add.

In the Number field, enter 1.

In the Name field, enter Step 1.

Click the Check Mark icon.

Click Add.

In the Number field, enter 2.

In the Name field, enter Step 2.

Click the Check Mark icon.

Click Add.

In the Number field, enter 2.

In the Name field, enter Step 2.

Click Add.

In the Number field, enter 3.

In the Name field, enter Step 3.

Highlight Set as Ceiling Step.

Click Submit.

Then create your grade ladder, which puts your grades into sequence.

Click the Go Back icon.

Click Grade Ladders.

You have 3 options to create your grade ladder. If you're using grade step progression, you need to create a progression grade ladder. In this example we'll create a progression grade ladder where the grades have steps. The process for creating a progression grade ladder without steps is similar. If you don't want to create a progression grade ladder, you can use the third option.

Click Add.

Highlight options as they’re mentioned in the narration.

Click Progression Grade Ladder for Grades with Steps.

Highlight the Effective Start Date field.

Set the start date that this new grade ladder will be effective and give it an intuitive name. The grade type defaults based on the type of grade ladder you selected. Select the Grade Set, which determines the grades you’ll have available to add to this grade ladder. Select the legislative data group, which determines which types of workers can have this ladder associated with their assignment. The rest of the attributes determine how the Run Grade Step progression process calculates the values for the proposed grade and step. You also have the option to add this new ladder to a group, and when the process is run it will run for the entire group.

In the Name field, enter Manufacturing GSP.

Highlight Grade Type field.

In the Grade Set field, enter common and click Common Set.

In the Legislative Data Group field, enter US and click US Legislative Data Group.

In the Progression Increment field, select Next step in grade, stop if ceiling.

Highlight the Grade Ladder Group field.

In the Progression Date Code field, select Process run date.

In the Progression Confirmation Type field, select Manual.

In the Assignment Action field, select Automated Grade Step Progression.

When you’re running grade step progression, you have the option to update the worker’s salary as well as their assignment.If you want to take the rate from your grade ladder to update the worker’s salary, choose this option. The remaining attributes determine how the Run Grade Step Progression process calculates the proposed salary.

Click the Include salary updates checkbox.

In the Salary Date Code field, select Grade step change date.

In the Salary Adjustment Type field, select FTE not equal to 1.

In the Salary Action field, select Automated Grade Step Progression.

The rate synchronization section is used for the second batch process, Synchronize Grade Step Rates. These attributes determine how the process calculates the proposed salary.

In the Rate Synchronization Date Code field, select Grade step rate change date.

In the Rate Synchronization Confirmation Type field, select Manual.

In the Rate Synchronization Action field, select Grade Step Rate Synchronization.

Next, add the rate. Give it an intuitive name that’s unique across all the rates. Choose the same LDG that you selected previously. Grade step progression requires that the rate type is Salary. Then select the appropriate frequency and confirm the annualization factor and currency.

Click Add.

In the Name field, enter Manufacturing GSP.

In the Legislative Data Group field, enter US and select US Legislative Data Group.

In the Frequency field, select Monthly.

Click the Check Mark.

After you save your rate selections, the application automatically marks this as the progression rate.

Highlight Progression rate.

Then add grades.

In the Grades section, click Add.

This list will only show grades that have steps because of the type of grade ladder you selected. Search for and click the first grade you want to add.

In the Name field, enter Mfg then click Mfg00.

You can add as many grades as you need to. By default, additional grades are placed at the end, but you can change the placement as needed.

Click Add.

In the Name field, enter mfg.

Click MfgO1.

Highlight the Grade Placement section.

Click Add.

After you’ve added all your grades, you can enter your step rate values.

In the Mfg00 row, click the 3 Steps link.

Enter the rates for each of the steps. After you’re done, you can apply these changes and move to the next set of rates, or cycle through the rates using the Next and Previous arrows.

In the Sequence 1 row, click the Edit icon.

In the Value field, enter 2000.

In the Sequence 1 row, click the Check Mark.

In the Sequence 2 row, click the Edit icon.

In the Value field, enter 2500.

In the Sequence 2 row, click the Check Mark.

In the Sequence 3 row, click the Edit icon.

In the Value field, enter 3000.

In the Sequence 3 row, click the Check Mark.

Highlight the Next and Previous

Click Apply and select Apply and Next.

After you’ve entered all your rates, click Apply and Close.

In the Sequence 1 row, click the Edit icon.

In the Value field, enter 2000.

In the Sequence 1 row, click the Check Mark.

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In the Sequence 2 row, click the Edit icon.

In the Value field, enter 2500.

In the Sequence 2 row, click the Check Mark.

In the Sequence 3 row, click the Edit icon.

In the Value field, enter 3000.

In the Sequence 3 row, click the Check Mark.

In the Sequence 4 row, click the Edit icon.

In the Value field, enter 3500.

In the Sequence 4 row, click the Check Mark.

In the Sequence 5 row, click the Edit icon.

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In the Value field, enter 4000.

In the Sequence 5 row, click the Check Mark.

Click Apply and Close.

If you have a long list of grades, you can use the search field and filters to find a grade you’ve already added. After you’ve entered all your rate values, click Submit.

Highlight the Grades search field and filters.