Create Grades, Steps, and Ladders

In this example, you're an HR Specialist creating grades, steps, and ladders.

Let’s say you’re adding one grade and 3 grade steps in this example. Let's look at the steps to enter the key values for the new grades, steps, and ladders. For other fields, you can use the default values. At the end, we’ve shown you an example for creating a progression grade ladder where the grades have steps.

Note:

You need to complete each task in the given order.

Task	Description
1	Create grades and enter the grade steps. Note: Repeat this task for every grade in your grade ladder.
2	Create a grade ladder.
Example	Create a progression grade ladder for grades with steps.

1. Task 1: Create grades and enter the grade steps.
   1. On your Home page, click My Client Groups > Workforce Structures > Grades.
   2. Click Add Grade.
   3. Enter a start date. For example, Jan 1, 2025.
   4. Select a grade set. For example, Common Set.
   5. Enter these values for name and code.

      Field	Value
      Name	Mfg00
      Code	Mfg00

   6. In the Grade Steps section, click Add.
   7. Enter these values.

      Field	Value
      Number	1
      Name	Step 1

   8. Click the check mark icon after adding the values for every grade step.
   9. Repeat the above three steps to create grade steps with the following numbers and names.

      Number	Name
      2	Step 2
      3	Step 3

      Your ceiling step will be defaulted as you go. It’s often the highest step in the grade.
   10. To set a different step as the ceiling step, select the step and click the Set as Ceiling Step button.
   11. Click Submit.
2. Repeat Task 1 for every grade in your grade ladder.
   1. Use these values for creating the next grade.

      Field	Value
      Start Date	Jan 1, 2025
      Grade Set	Common Set
      Name	Mfg01
      Code	Mfg01

   2. In the Grade Steps section, create grade steps with the following numbers and names.

      Number	Name
      1	Step 1
      2	Step 2
      3	Step 3
      4	Step 4
      5	Step 5

3. Task 2: Create a grade ladder, which puts your grades into sequence.
   1. Go to My Client Groups > Workforce Structures > Grade Ladders.
   2. Click Grade Ladders.
   3. Click Add.
      Use one of these options to create grade ladders:

      Option	Description
      Progression Grade Ladder for Grades with Steps	If you're using grade step progression and you need to create a progression grade ladder for grades with steps.
      Progression Grade Ladder for Grades Without Steps	If you're using grade step progression and you need to create a progression grade ladder for grades without steps.
      Grade Ladder for Grades with Steps	If you don't want to create a progression grade ladder.

      In this example, we'll create a progression grade ladder where the grades have steps.
   4. Click Progression Grade Ladder for Grades with Steps.
   5. Enter or select these values, as applicable.

      Field	Value or Description
      Effective Start Date	Set a date of your choice.
      Name	Manufacturing GSP
      Grade Type	Defaults based on the type of grade ladder you selected. In this example, it defaults to Grade with steps.
      Grade Set	Determines the grades you’ll have available to add to this grade ladder. Select Common Set, which is the same set you used earlier.
      Legislative Data Group	Select the legislative data group. For example, US Legislative Data Group.
      Progression Increment	Select Next step in grade, stop if ceiling.
      Grade Ladder Group	(Optional) Select a value from the drop-down list if required.
      Progression Date Code	Select Process run date.
      Progression Confirmation Type	Select Manual.
      Assignment Action	Select Automated Grade Step Progression.

   6. (Optional) If you want to take the rate from your grade ladder to update the worker’s salary and their assignment, select the Include salary updates checkbox.
   7. Select the remaining attributes in the Salary update section that determine how the Run Grade Step Progression process calculates the proposed salary.

      Field	Select this value
      Salary Calculation Method	Use grade step rate
      Salary Date Code	Grade step change date
      Salary Adjustment Type	FTE not equal to 1
      Salary Action	Automated Grade Step Progression

   8. In the Rate synchronization section, select these attributes that determine how the process calculates the proposed salary. This section is used for the second batch process, Synchronize Grade Step Rates.

      Field	Select this value
      Rate Synchronization Date Code	Grade step rate change date
      Rate Synchronization Confirmation Type	Manual
      Rate Synchronization Action	Grade Step Rate Synchronization
      Salary Action	Automated Grade Step Progression

   9. In the Rates section, click Add to add a rate.
   10. Enter or select these values, as applicable.

       Field	Value or Description
       Name	Manufacturing GSP Give it an intuitive name that’s unique across all the rates.
       Legislative Data Group	Select US Legislative Data Group, which is the same legislative data group that you selected earlier.
       Rate Type	Salary Grade step progression requires that the rate type is Salary.
       Frequency	Monthly

   11. Confirm that the Annualization Factor and Currency values are displayed correctly and then click the check mark.
       After you save your rate selections, the rate is automatically marked as the Progression rate.
   12. In the Grades section, click Add to add grades.
   13. In the New Grade panel drawer, select the Grade Name as Mfg00 and click Add.
       The Grade Code and Grade Set are automatically populated.
   14. Add as many grades as you need to.
       By default, additional grades are placed at the end, but you can change the placement by selecting the required option from the Grade Placement list.
   15. After you’ve added all your grades, enter your step rate values. In the Mfg00 row, click the 3 Steps link.
   16. In the panel drawer for Step rate values, enter the rates for each of the steps by clicking the Edit icon or double-clicking the cell.
       After you enter the value for each row, click the check mark on the row.

       Sequence	Value
       1	2000
       2	2500
       3	3000

   17. After you enter the rates, you can apply these changes and move to the next set of rates by clicking Apply and Next, or cycle through the rates using the Next and Previous arrows.
   18. Enter these values for the next set of rates by clicking the Edit icon.
       After you enter the value for each row, click the check mark on the row.

       Sequence	Value
       1	2000
       2	2500
       3	3000
       4	3500
       5	4000

   19. After you enter all the rates, click Apply and Close.
   20. After you enter all your rate values, click Submit.