Processing step and grade schedules manually
Use this procedure to manually move resources that are attached to a step and grade schedule one step up.
You can use this procedure if the step and grade schedule has progression rules associated with it or if it does not.
- Select Compensation > Step And Grade Schedules > Step And Grade Schedules.
- Open the step and grade schedule to process.
- Select Move Assignment Up One Step.
-
Specify this information:
- Update Option
-
Select Modeling Changes to create the transaction in pending status.
Select Update Work Assignment to directly update the work assignments without reviewing the changes first.
- Process As Of Date
-
Specify the date through which the records should be processed. this date is generally the end date of the pay period.
- Action reason
-
Select an action reason.
- Click OK to run the action immediately, or click Schedule to run the action at a later date or on a regular schedule. For example, nightly.
-
When the action is completed, open the step and grade schedule to view
the results.
-
If you selected Modeling changes, then the updated work assignments are displayed on the Move One Step Actions tab.
-
If you selected Update Work Assignment, then the work assignments are already updated. The Move One Step Actions tab is displayed if errors exist.
-
-
To update pending work assignment records, on the Move One Step Actions tab, highlight the
records and select Actions > Update Work Assignment.
You can also return to the Step And Grade Schedule form, select the step and grade schedules to update, and select Actions > Update Work Assignment Pay Rates.
All pending rate changes are immediately updated on the work assignments that are associated with the selected step and grades.
-
To update pending rate changes that were created with a specific Process As Of Date:
- On the Step And Grade Schedule form, select the step and grade schedules to update.
- Select Actions > Update Rate Progression Actions.
- Specify a Process As Of Date.
-
Click OK.
All pending pay rates that were created with the specified Process As Of Date are updated.