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.

Note: You can use this procedure if the step and grade schedule has progression rules associated with it or if it does not.
  1. Select Compensation > Step And Grade Schedules > Step And Grade Schedules.
  2. Open the step and grade schedule to process.
  3. Select Move Assignment Up One Step.
  4. Specify this information:
    Update Option

    Optionally, select whether to model the changes or complete them by updating the work assignment. Modeling creates pending records, which you can use to update the work assignment.

    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, which is generally the pay period end date.

    When this field is populated, the system searches for the exact match to find pending records.

    We recommend that you run rule progression daily.

    Action reason

    Optionally, 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 run the action later or on a regular schedule.
  6. 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.

  7. 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.

  8. To update pending rate changes that were created with a specific Process As Of Date, follow these steps:
    1. On the Step And Grade Schedule form, select the step and grade schedules to update.
    2. Select Actions > Update Rate Progression Actions.
    3. Specify a Process As Of Date.
    4. Click OK.
      All pending pay rates that were created with the specified Process As Of Date are updated.