Defining rate progression rules based on length of time rules and hours threshold rules

This rate progression rule triggers when both the performance rating and the number of hours are met.

  1. Select Compensation > Set Up > Step and Grade Schedules > Rate Progression Rules.
  2. On the Rate Progression tab, click Create.
  3. Specify this information:
    Rate Progression Rule and Description

    Provide a long and a short description for the rule.

    Version Date

    Specify a version date.

    Currency

    Select a currency for the rate progression.

    Active

    Indicate whether the rate progression is active.

  4. Click Save.
  5. On the Rules tab, select Create > Create Rule Based on Length Of Time And Hours Threshold, and specify this information:
    Step And Grade Group

    If applicable, select the eligibility group to which the rate progression applies.

    Note: The administrator must define eligibility groups, also called custom groups.

    See Infor HR Talent Setup and Administrator.

    Length Of Time

    Select a length of time rule or click Define to create a new rule.

    See Defining length of time rules.

    Hours Threshold

    Select an hours threshold rule or click Define to create a new rule.

    See Defining hours threshold rules.

    Waiting Period

    If basing the rule on a waiting period, select the waiting period or click Define to create a new one.

    See Defining rate progression waiting periods.

    Allow Lump Sum Payments

    Select this check box to enable lump sum payments once the employee reaches the top step for a grade.

    Allow Lump Sum On Step Move
    Select this check box to enable lump sum payments for employees who are moving between steps.
    Note: You must select both the Allow Lump Sum Payments and Allow Lump Sum On Step Move check boxes to calculate lump sum payments for employees who are between steps.
    Pay Code

    To link the lump sum payment to a pay code, specify a value in this field. Then you can place a pay code on the payment record for use when interfacing to a payroll application.

    Calculation Option

    Select the way in which the lump sum amount is calculated. Select a percent of base pay, flat amount, or custom calculation.

    Note: A calculation option is required if the Allow Lump Sum Payments or Allow Lump Sum on Step Move check box is selected.
    Custom Compute
    If you select custom calculation, you must use custom compute to determine the lump sum payouts based on the criteria set in the custom compute.
    Lump Sum Rate by Factor

    Select whether the lump sum is based on a performance rating or a step and grade schedule. If you select No, everyone receives the same amount, which you specify in the Rate field.

    Lump Sum Rating Scale

    If you selected By Performance Rating in the Lump Sum Rate Factor field, you must select the rating scale by which the performance is rated.

    Rate

    If you selected No in the Lump Sum Rate by Factor field, specify the rate.

  6. Click Save.
  7. If you selected By Grade On Step and Grade Schedule in the Lump Sum Rate By Factor field, click the Lump Sum by Factor for Grades link. For each grade for which you apply a lump sum, select the grade and specify the amount or percentage to apply to the last step of the grade.
  8. If you selected By Performance Rating in the Lump Sum Rate Factor field, click the Lump Sum by Factor for Performance link. For each performance level for which you apply a lump sum, select the performance level and specify the amount or percentage to apply to the last step of the grade.