Processing step and grade schedules automatically

Before running each payroll cycle, use this procedure to update pay rates for resources who are eligible for rate progressions.

Note: 

This action does not go through an approval process.

  1. Select Compensation > Pay Rate Processing > Rate Progression > Rule Processing.

    The step and grade schedules that are associated with rate progression rules display.

  2. Select the step and grade schedule to process.
  3. Select Actions > Process Rate Progression.
  4. Specify this information:
    Update Option

    Select whether to model the changes or finalize them by updating the work assignment. Modeling creates pending records, which you use to update the work assignment.

    Process As Of Date

    Specify the date through which the records should be processed, which is generally the pay period end date.

    The application determines which resources are eligible for a pay move through this date.

    Reason

    Select an action reason; for example, Rate Progression. This reason is attached to the record and the audit file.

  5. Click OK to run the action immediately.

    or

    Click Schedule to tun the action at a later date or on a regular schedule (for example, nightly).

    The application will find all employees with work assignments attached to this step and grade schedule. It will use the rules you created to determine which employees are eligible to move up a step. If you selected Modeling Changes in the Update Option, you can view a listing of employees who are moving to another step after the action is processed.

  6. Open the step and grade schedule to view the result of the action. Open the Pending Updates tab to view pending rate changes. Open the Error tab to view any errors.
    Note: 

    Step and grade lump sum payments must be finalized before they can be interfaced to a payroll application.

  7. To update a work assignment with the pending changes, on the Step And Grade Progression Pending Actions tab, highlight the work assignment and select Actions > Update Work Assignment.

    or

    Return to the Step And Grade Schedules list, select the step and grade schedule to update, and select Actions > Update Rate Progression Actions.