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11 views

merit-presentation

Uploaded by

Vishal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPSX, PDF, TXT or read online on Scribd
You are on page 1/ 32

Workday Merit Process

at Texas A&M University-Corpus


Christi
Course Overview

This course will show supervisors and


managers how to enter and submit merit.
This course will also demonstrate how to
approve merit for organizations
downstream.
Timeline

May 31st – Approved budgeted promotions


must have positions restrictions entered
into Workday.
May 31st – Performance Evaluations must
be complete.
June 8th – Any compensation actions in
routing will be canceled. NOTE: All
compensation changes approved for FY19
should be entered, completed routing, and
marked effective 9/1 with NO changes to
compensation.
Timeline, Cont.

June 11th – Merit Business Process


Launched.

July 13th – Merit for each division must be


approved by each Vice President.**
**internal due dates may be set to achieve this deadline.

Late-July – Presidential Approval.


Parallel Events

Workday does not allow compensation or job changes to employees


who are part of an active merit process.
Examples:
•Job Change
•Request
Compensation
Change

If you receive this error please contact


[email protected] so the employee can be taken out of
the Merit Business Process.
Eligibility

•Full-time Budget Faculty or Staff position


•Must receive a Meets Expectations or
greater overall rating on their performance
evaluation.
•Must have been employed by the
university before March 1st.
•Employees who take a job elsewhere on
campus are not eligible for merit.
•More detailed guidelines will be sent out
soon.
Merit Pools

•Merit pools will be calculated based upon a


percentage of the eligible employee’s
salary no matter their funding source.
•Each Vice President will determine how
their pool will be distributed.
•If an eligible employee leaves, their
calculated pool contribution will be
removed.
•Workday is NOT a financial system and will
not ensure adequate funding at the time of
merit assignment.
Merit Pools, cont.

•Workday assumes the current costing


allocation will fund the proposed merit.
•It is up to the department to ensure
adequate funding on self-supporting
accounts.
•The budget office will work with Business
Managers to address any funding issues.
Merit Process Launch
Merit Process Launch, cont.
Merit Pools, cont.

Before Assigning Merit After Assigning Merit

Merit Pools
Distributed

Merit Pools
NOT
Distributed
Merit Process Launch, cont.
Performance Ratings

•Staff Performance
Ratings are pulled
from within
Workday

•Faculty will need to


have their overall
performance entered
Merit Process Launch, cont.
Assigning Merit

Merit can be assigned


by Percentage or
Amount
and will show current
budgeted salary and
forecasted budgeted
salary
Submission
Errors

Critical Errors that will not


allow submission of merit.

Warnings but will allow


submission of merit.
Submitting
Merit Process for Approvers
Approver’s Inbox
Approver’s Inbox, cont.
Approver’s Merit Pools

Approvers Merit Pool consists of the sum of


their supervisory organizations

Manager’s View of the Pool


Approver’s View of the Poo
Approver’s Inbox, cont.
Approver’s Inbox, cont.

Edit Ready For Review


Flags Potential Issues
View Only

Multiple Sub Orgs Percentage of Merit Pool used

Not ready to approve Allows you to see or make


comments
Approver’s Inbox, cont.
Notes for Approvers

Make sure warning and error flags are


addressed

Approvers be careful, the submit button will be available at any


time and you will receive this error only if all your subordinate
organizations haven’t submitted their merit recommendations.

Remember you have merit to enter for your direct reports. If


you click submit without assigning merit to your direct reports
your next level supervisor send back your submission or enter
merit on your behalf.
Delegation

The Merit Business Process can be delegated

Retain Access allows


the delegate to add/edit
while you retain final
approval authority. If
this box isn’t selected
they will be able to
approve.
Complete on Behalf Of

The Merit Business Process can be completed on


behalf of a manager within your supervisory org
Approved Promotions and Equity

Promotions: a Position Restriction BP must complete routing


prior to May 31st with an effective 9/1 WITHOUT salary
compensation changed. The Promotion increase should be
entered in the “Promotion Amount” column to the far right on
the merit task.
Equity: the amount will be entered into the “Additional
Adjustment Amount – Monthly/Hourly” column.
NOTES:
These amounts are monthly/hourly
Promotions Amounts do not effect your merit pool
Any Promotions submitted that were not approved will be
removed
Approved Equity Items as part of the budget will be added by
the budget office. Equity entered by the department will use
Approved Promotions and Equity, cont.

The Promotion Reason and


Position Auto-Fill
Demo
Questions

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