Please refer to the article Performance Pro Update v3.13-Merit Matrix Enhancements for information on how to customize your Merit Matrix and make merit calculations (Administrative Users only.) The information below applies after merit calculations are performed.
Adjust Merit Pay Feature Activation
The Adjust Merit Pay feature allows appraisers to see/adjust the projected increases for their direct reports (and Downline, if applicable) based on values entered by the Administrative User in the Merit Matrix. Adjust Merit Pay must be activated for each appraiser to whom you wish to grant access to the table.
To Activate the Adjust Merit Pay Feature for an Appraiser
Click Manage Employees.
Click Employee Data.
Under Privileges, click the Adjust Merit Pay checkbox.
Click Save.
When Adjust Merit Pay is activated, the appraiser will have Downline View and Downline Edit ability for users beneath their direct reports in the Adjust Merit Pay table, depending on their Downline settings.
-
If "Downline View" is enabled for the appraiser, they will be able to see (read-only) the projected increases for their downline employees in the Adjust Merit Pay table.
-
If "Downline Edit" is turned on for the appraiser, they will be able to both see and propose changes to the projected increases for their downline employees.
-
If neither "Downline View" nor "Downline Edit" is turned on for the appraiser, they will only be able to view and propose changes to the projected increases for their direct reports in the Adjust Merit Pay table.
Note: When performing imports, the Adjust Merit Pay privilege, Downline View, and Downline Edit are importable fields.
Adjust Merit Pay Table for Appraiser Use
When enabled, "Adjust Merit Pay" will appear in the Manage Employees menu.
When clicked, the Adjust Merit Pay table will appear. Data in this table is replaced each time the Administrative User performs a calculation on the Merit Increase matrix screen.
At the top of the screen are four read-only fields which function as follows:
-
Current Total Salary: Displays the annual sum of the pay amount for all employees assigned to the appraiser. Downline View will apply, if enabled, combining the total of all reports in the downline. Administrative User view will combine totals of all employees.
-
Merit Pay Budget: This field multiplies the Current Total Salary field by the Target Budget field from the Merit Increase screen. This is the budgeted amount of dollars the appraiser has to distribute between their employees.
Example:
Current Total Salary = $160,000.00
Target Budget = 03.00%
Merit Pay Budget = $160,000.00 x 03.00% = $4,800.00
-
Total Projected Increase: This field is the total Projected Increases (based on the Merit Increase matrix) for employees assigned to the appraiser (Projected Increase $ column) plus any adjustments made by the appraiser in the Proposed Adjustment $ column. Downline View will apply, if enabled, combining the total of all reports in the downline.
-
Over/Under Budget: This field is equal to the Merit Pay Budget field of the appraiser minus the Total Projected Increase field. If the Total Projected Increase field is over budget, the font will be red. If It's under budget, the font will be green.
Example:
Merit Pay Budget = $4,800.00
Total of Projected Amount Increases = $5,000.00
Total of Proposed Adjustments = $4,800.00 - $5,000.00 = $200.00
Adjust Merit Pay Table Columns
Current Pay $: Pay amount as entered on Employee Data > Salary tab.
Current Score: Displays the score of the type of appraisal chosen as the trigger on the Merit Increase screen.
Projected Increase %: This is the % of increase earned per the Merit Increase matrix chart. It is based upon the score on the type of appraisal chosen for the calculation trigger (last completed or current) and their position in the salary range (compa-ratio.) If there was a figure entered into the Pro-Ration field on the Salary tab, it will affect this field. Example: If a 6% increase was earned according to the Merit Increase matrix, but a pro-ration of .50 is in effect (they only worked 50% of the year), then the actual increase given will be 3% (50% of 6%.)
Note: If there is a zero in this column, it means that either they do not have an appraisal matching the criteria chosen on the Merit Increase matrix screen, or their Salary tab is missing information.
Projected Increase $: This is the Projected Increase amount.
Projected Lump Sum $: If an employee's position in the salary range is too high to allow the whole earned increase, the amount over the range maximum will appear in the Lump Sum $ column.
Projected Pay $: This column is the Current Pay plus amounts from the Projected Increase $ and Lump Sum $ columns.
Proposed Adjustment: This column allows the appraiser to enter any increase adjustments they would like to propose, either positive or negative amounts.
Future Pay $: Displays the Current Pay $ plus any Increase $, Lump Sum $, and/or Proposed Adjustment $.
Future Lump Sum $: Will calculate the Projected Lump Sum $ plus or minus any Proposed Adjustment amounts. It will function as follows:
-
If the Current Pay $ is greater than the Pay Grade Max (from Employee Data > Salary tab), then any positive value entered in the Proposed Adjustment field will be added to the Future Lump Sum $ field and NOT the Future Pay $ field.
-
If the Current Pay $ is less than the Pay Grade Max (from Employee Data > Salary tab), then any positive value entered in the Proposed Adjustment field will be added to the Future Pay $ field, up to the amount that is equal to the Pay Grade Max. Any amount over the Pay Grade Max will be added to the Future Lump Sum $ field.
-
If the Projected Lump Sum $ has any value, then any negative value entered in the Proposed Adjustment $ cell will be deducted from the Future Lump Sum $ cell unless it was more than the Lump Sum $ then see the following example:
Propose Adjustments
As an appraiser, enter any increase adjustments you would like to propose, either positive or negative amounts, in the Proposed Adjustment field. Add text in the Note field to explain your adjustment.
Export Results
The data from the Adjust Merit Pay chart can be exported to Excel where you can filter and sort the data as desired.
Click the Export Results link and specify where you wish to save the file. All columns from the table will be exported, in addition to Appraiser(s) name, Merit Pay Multiplier, and any Pro-Ration figure from the Employee Data screens.