Start Workforce Compensation Cycle and Synchronize Hierarchy Processes

To build the worksheets that make up the specified workforce compensation plan for the specified cycle, you run the Start Workforce Compensation Cycle process.

Eligibility, Including People with Employment Termination Dates

To determine which employment records to evaluate for eligibility, the start cycle process uses these plan configurations:

  • Employment records specified in the plan details
  • Eligibility determination date set in the plan cycles

It then uses the eligibility criteria configured at the plan and compensation component levels to evaluate the relevant employment records and determine eligibility. To narrow the employment records used in the eligibility evaluation, set population filters, such as Country and Legal Employer when you start the cycle.

The process includes eligible people with an employment termination date between the evaluation period start date and HR data extraction dates, in the cycle. And it uses the employment termination date rather than the HR data extraction date to extract HR data. You can also include assignments terminated between plan cycle evaluation period start date and HR data extraction date that are due to a global transfer.

During the Start Compensation Cycle process, the application fetches the Current Grade Ladder and Current Grade Step values from Global HR as of the plan cycle's HR data extraction date.

Status

For a specific plan and cycle combination, you can set the cycle to either Administrative or Open the first time you start the cycle. To change the cycle status after that, you need to use the Active Plans task. For example, to finalize a plan for a new focal compensation cycle, you start the cycle with Status set to Administrative. At the time designated by your policies, you use the Active Plans task to change the cycle status to Open.

Synchronize Hierarchy

To populate the OTBI reports included in the plan configuration, you need to run the Synchronize Hierarchy process. You can have the start cycle process run it for you by selecting the Launch Synchronize Hierarchy process once this process is complete option. You can also run that process manually, for example, to populate OTBI reports with the most recent plan hierarchy data.