Processing step and grade schedules manually

You can manually move resources that are attached to a step and grade schedule one step up.

Note: You can use this procedure whether the step and grade schedule has progression rules associated with it.
  1. Select Compensation > Step And Grade Schedules > Step And Grade Schedules.
  2. Open the step and grade schedule to process.
  3. Select Move Work Assignment Up One Step.

    If you run the action, you can select the step and grade record and open the Move Up One Step tab to view the changes. The new pay step is applied to the work assignment of the employee.

  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 to process the records, which typically matches the pay period end date.

    You can populate this field to trigger an exact match search that identifies 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, perform 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 created with the specified Process As Of Date are updated.