how to: model salary
DESCRIPTION
Task Definition: Simulate pay changes for employee roles, eligible for salary increases, via ‘modeling’. . In this task – Pool Managers are able to ‘model salaries’ for required pay changes prior to submission for approval. You can choose from the following filters: Pool Name - PowerPoint PPT PresentationTRANSCRIPT
Steps – From the Model and View Salary menu option, choose a filter to select a pool• Under the Search Results, click on [Model]
for the pool desired• From the Model Pool page• Select all employees and from the
dropdown box, select ‘Apply pool target % change’
• Adjust individual employee roles as required
• Click on [Save as Draft] often• Continue adjusting salaries until the
Available Amount is zero (0) • Click on [Edit] under Justifications to
add a reason if a salary increase is outside of University guidelines
How To: Model Salary
Task Definition: Simulate pay changes for employee roles, eligible for salary increases, via ‘modeling’.
In this task – Pool Managers are able to ‘model salaries’ for required pay changes prior to submission for approval. You can choose from the following filters:• Pool Name• Parent Pool• Pool Creator• Pool Manager• Employee
If you are not the current Pool Manager, you will only have ‘view’ access of the pool.
1To see this in Salary Increase Modeling ...click here.
Task: Model Salary (cont’d)
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Click on [Find] to begin modeling.
From the Find Pools to Model or View
page, select a filter; click on [Find].
Click on ‘Ready to model only’ to see only the pools available for
‘modeling’, otherwise you will see all employee roles delegated to you.
The search results above appear after clicking on [Find].
When you click on [Model] next to the Pool Name,
the following page appears.
Note the pool summary including the # Employee
Roles and the # To Be Entered.
3
Task: Model Salary (cont’d)
Note the Pool
Statistics section,
particularly the
# Entered and the
Available Amount.
When modeling salary, a number of choices are available:
1)Enter a salary change to one employee role 2)Select several employee roles and select ‘Apply pool target % change or3)Select all employee roles and select ‘Apply pool target % change’.
In this case, all are selected.
Click on [Apply to Selected] to advance to the next slide.
Note: To ‘Select All’ click on the select box at the
top.
50,00050,000
50,00050,000
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51,37551,375
51,37551,375
51,37551,375
51,37551,375
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Click on [Save as Draft] to advance to the next slide.
Task: Model Salary (cont’d)
Note the Pool Statistics now,
particularly the # Entered and the
Available Amount.
Note the message that appears on the page to
remind you the modeling data is unsaved.
Note the Percent Change and the New Salary fields are now populated with the modeled salary
increase.
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Tip: Click on [Save as Draft] often. This will save your work as you continue updating until you are ready to ‘Submit for Approval’.
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Task: Model Salary (cont’d)
This is a sample of the Pool Statistics when the pool
targets have been exceeded.
Click on [Save as Draft] to learn more about Justifications.
If a salary increase is outside the University guidelines, a Justification must
be entered.
Now let’s discuss ‘Justifications’.
You have the option of adjusting the salary
% or amount for individual employee roles, but the Actual % Change Amount
and Available Amount fields should not exceed the pool
targets.
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50,00050,000
50,00050,000
50,00050,000
51,00051,000
52,00052,000
53,00053,000
51,00051,000
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We had adjusted a few salary ‘% Change’ fields and entered one ‘% Change’ outside of the University’s established range.
Click on [Edit] to advance to the next slide and see how to enter a Justification.
Task: Model Salary (cont’d)
Note: If a salary increase is ‘outside of the University’s
established range’, and you have not entered a ‘Justification’, this pop-up box appears when you
hover over the ‘!’.
Tip: The ‘Justification' error message appears only after you click on [Submit for Approval]
NOT when you click on[Save as Draft].
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After clicking on Edit, select from the list a ‘Justifications’ why the
salary increase is outside the University guidelines.
Tip: You can select multiple ‘Justifications’; if one is ‘Other’ you must also
complete ‘Other Description’.
If ‘Other’ is selected (not shown here) you must enter additional text in the ‘Other
Description’ field.
Task: Model Salary (cont’d)
Click on [Submit] to save Justification and advance to the next
slide.
Justification notation after clicking on [Submit
Page].
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Task: Model Salary (cont’d)
Click on [Submit] to save the Notes and advance to the next
slide.
Optional: Click on [Edit] under the Notes column to enter notes for yourself or the
approver(s), if desired. Tip: The note should not contain confidential/sensitive
information.
Optional: If appraisal data is not available/visible, you may use the
‘Sort Order’ field to enter an internal rating/ranking for this
employee.
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50,00050,000
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51,00051,000
52,00052,000
53,00053,000
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Task: Model Salary (cont’d)
Once all the salaries, justifications, notes, etc. are entered, review the Pool Statistics to be sure the target
pool %/amount is correct.
If pool is ready for approval, click on
[Submit for Approval] to see the following Validation Warning.
Click on [Submit Anyway] to send the pool to the next level Manager.