Effective Dates and Transaction Dates in Grade Step Progression Processing

The Run Grade Step Progression and Synchronize Grade Step Rates processes use both effective dates and transaction dates.

Effective Date

The processes use the specified effective date to select the person's current grade and step, their current salary, and the appropriate grade ladder rate. For example, you run a process with an effective date of January 1, 2021.

  • The process uses the assignment with a date that's before or on January 1, 2021 to find the person's current grade and step. The grade comes from the assignment. The step comes from the grade step of the child assignment.
  • The process uses the salary with a date that's before or on January 1, 2021 to find the person's current salary.
  • The process uses the progression grade ladder with an effective date before or on January 1, 2021 to find the rate to use for the proposed salary.

Transaction Date

Transaction dates are identified by these date codes set on the grade ladder:

  • Progression Date Code: Used by the Run Grade Step Progression process to set the assignment start date.
  • Salary Date Code: Used by the Run Grade Step Progression process to set the salary start date.
  • Rate Synchronization Date Code: Used by the Synchronize Grade Step Rates process to set the salary start date.