Adding employees to lump sum calculation

Employees who meet the rate progression criteria and are above the threshold can automatically receive a calculated lump sum payout. These records appear on the Pending Payouts tab.

Employees who are below the threshold and marked as Below Step Rate Movement can be selected from the list and added to the Exception Employee Lump Sum Payouts list for manual calculation.

Select Maintenance > Rule Processing.
Select a step and grade schedule that was processed using the Update Steps and Process Rate Progression action.
In the Modeling tab, select the name of the employee.
Click Add to Lump Sum Calculation.

Note: Employees not qualified as exception employees can be added to the Exception Lump Sum Calculation list for processing.

If you use the Add to Lump Sum Calculation action, the selected records are added to the Exception Lump Sum Calculation list for processing.