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Infor HR Talent Compensation User Guide
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Compensation overview
Before you start
ActorOrgUnit security for Compensation
Requirements for using the ActorOrgUnitCompensationAnalyst_ST role
Functions available for the ActorOrgUnitCompensationAnalyst_ST role
Incentive compensation
Incentive compensation setup
Defining compensation schedules
Defining compensation formulas
Defining compensation tables
Defining incentive compensation program plan entry rules
Compensation program pay components
Defining external metric pay components
Defining special incentive pay components
Defining bonus objective pay components
Defining bonus award pay components
Copying pay components
Compensation programs
Defining a compensation program
Previewing compensation programs for employees
Compensation program enrollment
Compensation program enrollment statuses
Creating enrollments by compensation program
Finalizing Pending or Manager Review enrollments
Creating enrollments by enrollment groups
Finalizing Pending or Manager Review enrollments
Creating enrollments by resource
Finalizing Pending or Manager Review enrollments
Creating mass enrollments
Making multiple pending enrollments available for manager review
Finalizing multiple pending enrollments
Viewing resource enrollment
Recalculating enrollment
Maintaining enrollment update records
Updating target compensation for an eligibility group
Maintaining targets by group updates
External metrics
Defining external metrics for compensation programs
Defining external metrics for resources
Defining external metrics for resources after enrollment
Bonus objectives
High-level view of the bonus objective process
Manager-initiated bonus objective processes
Employee-initiated bonus objective processes
Defining bonus objective goals for resources
Defining bonus objective goals
Attaching objective goals to bonus periods
Defining your own bonus objectives
Defining bonus objective goals
Attaching objective goals to bonus periods
Defining bonus objective goals for direct reports
Defining bonus objective goals
Attaching objective goals to bonus periods
Changing the bonus objective
Restrictions for bonus objectives proxies
Approving bonus objectives (employee or manager)
Approving bonus objectives
Manually approving bonus objectives (manager)
Completing your bonus objective periods
Follow up tasks
Making bonus objective periods available for payout
Defining new bonus objective periods
Mass attaching bonus objectives (administrator)
Bonus awards
Compensation analyst tasks for bonus awards with incentive compensation
Manager tasks for bonus awards
Viewing and finalizing pending bonus payouts
Incentive compensation payouts
Calculating payouts by pay components
Calculating payouts by compensation program
Calculating payouts by compensation period
Calculating payouts by resource
Mass calculating payouts
Finalizing payouts for multiple pending payout records
Payouts for bonus awards
Creating or requesting special incentive payouts (compensation analyst)
Requesting special incentive payouts
Creating special incentive payouts without approval
Requesting special incentive payouts for direct reports
Compensation planning
Compensation planning
Compensation planning and awarding process overview
Market adjustment processing overview
Equity allocation setup
Defining equity types
Defining vesting schedules
Compensation planning setup
Owners and approvers of awarding views
Prorating in compensation planning
Performance appraisal ratings and scores in compensation awarding
Defining award reasons
Defining planning rules
Defining budget calculations for planning rules
Defining guidelines for planning rules
Create performance rating and position in range
Creating performance rating and compa ratio
Create Performance Rating
Creating eligibility group only
Defining validation rules for planning rules
Creating allocation over total budgeted amount validation
Creating compare to guidelines validations
Creating new salary above salary structure range validation
Creating new salary below salary structure range validation
Creating award does not meet minimum threshold validation
Creating whole units only validation
Creating award in increments validation
Defining approval rules for planning rules
Defining the awarding view display for planning rules
Defining equity grant information for planning rules
Lump sum payments
Defining lump sum payments (flat amounts) for planning rules
Defining lump sum payments (percent of base pay rate)
Defining flat amounts entered by managers
Defining flat amounts based on factors
Defining percent of base pay rate based on factor rules
Defining compensation awarding views
Defining compensation email templates and notifications
Award budgets
Calculating resource budgets
Creating resource budgets manually
Viewing budget owner budget balances
Budget release
Making budgets available to budget owners
Finalizing and making budgets available to budget owners
Mass finalizing and making all budgets for an awarding view available to budget owners
Releasing budgets to other managers
Budget transfers
Transferring resource budgets to a different manager
Performing manager-to-manager transfers
Viewing transfer history
Budget analysis
Analyzing award budgets for the organization
Analyzing manager budget views
Compensation awarding
Making compensation awards (Compensation Analyst)
Approving, rejecting, or updating submitted compensation awards
Reversing approved awards (Compensation Analyst or Administrator)
Awarding process analysis views
Making compensation awards - manager/budget owner
Viewing your awarding summary
Budget and award actions for roll up approvals
Finalizing awards
Revising awards
Reassigning budgets
Transferring budgets
Approving awards
Undoing approvals
Updating roll up supervisors
Updating mass roll up supervisors
Finalization of pending awards
Finalize equity grants
Finalizing a single equity grant
Finalizing multiple equity grants
Update option results
Reverting Finalized equity records to Pending
Viewing and finalizing pending lump sum payouts for awards
Viewing and finalizing pending pay rate changes
Finalizing multiple compensation award pay rate changes
Viewing compensation (employee)
Salary structures
Defining geographic differential codes
Defining salary structures
Assigning salary structures to jobs
Assigning salary structures to positions
Updating information for multiple positions
Assigning salary structures to work assignments
Updating salary structures without changing effective dates
Creating new versions from existing versions
Creating new versions with rate updates
Inactivating iterations of salary structures or salary structure/geographic differentials
Creating job components
Creating position components
Updating default rules for job fields
Updating default rules for position fields
Updating resource information
Step and grade schedules
Step and grade schedule setup
Defining step and grade schedules
Calculating steps automatically
Copying step and grade schedules
Mass updating rates in step and grade schedules
Updating pay rates using a matrix table
Assigning a step and grade schedule to a resource’s work assignment
Assigning a step and grade schedule to a job
Assigning a step and grade schedule to a position
Updating work assignment rates with new step and grade version rates
Mass updating pay rates for work assignments
Rate progression setup of components
Rate progressions and rate progression rules
Rate progression sequence
Types of rate progressions
Defining performance rating rules
Defining length of time rules
Defining hours threshold rules
Defining rate progression waiting periods
Rate progression setup of rules
Defining rate progression rules based on length of time rules
Defining rate progression rules based on performance rating rules
Defining rate progression rules based on hours threshold rules
Defining rate progression rules based on length of time rules and hours threshold rules
Defining rate progression rules based on length of time rules and performance rating rules
Defining rate progression rules based on performance rating rules and hours threshold rules
Rate progression processing
Viewing or updating rate progression hours
Entering hours balances for resources
Processing step and grade schedules automatically
Processing step and grade schedules manually
Viewing and finalizing pending lump sum payouts for rate progressions
Pay rate and allowance processing
Defining other pay rates
Defining allowances
Defining base pay
Creating mass pay rate changes
Updating pay rate changes to work assignments
Calculating allowance payouts
Finalizing allowance payouts
Custom groups
Creating custom groups
Building conditions with the condition builder
Optimizing custom group conditions
Business subjects for Compensation eligibility groups
Compensation standard reports and lists
Viewing a resource's current and historical compensation information
Compensation analysis templates
Compensation open items list
Budget Analysis Report
Configuring the budget analysis method
Creating a Budget Analysis Report
Viewing a Budget Analysis Report as a compensation analyst
Viewing a Manager Budget Analysis Report as a compensation analyst
Viewing a Budget Analysis Report as a manager
Inactivating Budget Analysis Reports
Purging Budget Analysis Reports
Collective agreements
Collective agreements
Collective agreements in Infor HR Talent
Defining population categories
Defining collective agreements
Collective agreement updates
Adding population categories to collective agreements
Adding positions and levels to collective agreements and population categories
Follow-up task
Copying collective agreements
Market survey
Defining market survey providers and positions
Matching internal positions to survey provider positions
Creating new versions of existing market survey providers
Creating market survey data
Market survey results
Viewing and exporting aggregate salary survey data
Viewing and exporting incumbent salary survey data
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