Roll Up Budget: When this feature is enabled, any unallocated budget remaining after a supervisor completes their salary increase allocations will automatically roll up to their upline supervisor’s budget. This enables the upline supervisor to redistribute the remaining funds to employees within their reporting hierarchy.
Company Settings>Company Settings>Company Information
Downline View Level for Supervisor
No - Supervisor can only view their direct reports.
Yes – Supervisors can view up to four levels down within their reporting hierarchy.
Email Notifications: Checking this box will notify your supervisors they have been assigned access to a Merit Plan. This notification is sent immediately after assigning Supervisor access in Merit Planning.
NOTE: Supervisor email must be in the application for the email to be sent.
Discretionary: The admin can set a discretionary percentage the supervisor can apply to an increase over and above the suggested percentage of increase on the matrix. The system will not allow the supervisor to exceed the discretionary percentage. If the discretionary percentage is 0.00%, the supervisor will only be allowed to decrease the suggested percent increase.
Example: A High Performer with a Compa Ratio Range of 3 will have the ability to earn up to a 5% increase.
To activate discretionary matrix with a roll up budget, on your Assumptions, check the box that states Utilize Discretionary Matrix and check the box that states Utilize Roll Up Budget.
Add a percentage to the Additional Discretionary % field.
Customize>Enter percentage>Save.
Assign Supervisor Access and Budget
Merit Model>Supervisor Access/Budget
Supervisor Access/Budget: This is an optional field and does not automatically calculate as budgets are assigned.
CSV: Allows Admin’s to export the data on the Supervisor Access page.
Access to Model: Gives Supervisor Access to increase or decrease a suggested percent increase within the discretionary percentage and assigned budget.
Dynamic Budget: Gives Supervisor Access to increase or decrease a suggested percent increase within the discretionary percentage and assigned budget. If the amount is decreased, the percentage of decrease will be added back to the supervisors’ budget.
*Please Note: When Roll Up Budget is turned on, all supervisors who are given access to the merit plan must be assigned to Access to Model and Dynamic Budget.
Individual Discretionary Budget Amount: Enter the budget amount for the supervisor. Supervisors will not be allowed to spend more than their budget or exceed the set discretionary percentage. If the budget is left at $0.00, the supervisor will have an unlimited budget, but not be allowed to exceed the set discretionary percentage.
Total Amount Used: The field will automatically calculate the total amount of the budget that is used based on the matrix and any additional increase or decrease the supervisor indicates.
Unlock Supervisor: When the supervisor marks their tabular view “Finished” the lock icon will close. If the supervisor marked finish by mistake or needs to make additional adjustments to their tabular view, Admins can click the lock icon to unlock the supervisor’s access.
Click the Lock Icon>Save>Calculate Increases>Calculate Increases to apply the change.
Company Admin: When Admins make an adjustment to an increase, the Total Amount Used will populate; this amount will not be removed from the Supervisors budgeted amount.
Once Supervisor Access has been granted. Admins can view changes being made on the tabular view by going to Calculate Increases>View Employees. Admins will not be able to make changes to the awarded increases until the supervisor and upline supervisors have clicked Finished. Once Finished is clicked, admins will have the final say on all increases.
Supervisor Reports: Supervisors have access to the Merit Plan Report, Employee Pay Change Notification, the Employee Base Salary Statement, and Supervisor Report for their direct reports.
Employee Base Salary Statement: Please set your Base Salary Statement verbiage and click save, so that the Supervisor provides the correct information to your employees.
Once you have entered the report, you have the option to send an email to the Supervisor.
Select Supervisor or Supervisors>Send Email
Notification when Email is sent from Admin for Base Salary Statement.
