This article shows how you can give your appraisers rights to see and propose adjustments to the projected merit increases for their direct reports and downline.
TIP
Please refer to the article Customizing the Merit Matrix 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.
NOTE
The View & Adjust Merit feature must be activated for each appraiser to whom you wish to grant access to the View & Adjust Merit table.
View & Adjust Merit Activation
Select System Configuration then Employee Information.
Select the appraiser from the employee list.
Scroll down to the Privileges section.
Select View & Adjust Merit. Click Save.
NOTE
When View & Adjust Merit is activated, the appraiser will have Downline View and Downline Edit ability for users beneath their direct reports in the View & Adjust Merit table, depending on their downline settings.
-
If Downline View is enabled for the appraiser, they will have read-only access to the projected increases for their downline employees in the View & Adjust Merit table.
-
If Downline Edit is turned on for the appraiser, they will be able to 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 View & Adjust Merit table.
TIP
When performing imports, the View & Adjust Merit privilege, Downline View, and Downline Edit are importable fields.
Explanation of the View & Adjust Merit Table
The appraiser can click View & Adjust Merit on their dashboard to access this table.
NOTE
Data in the View & Adjust Merit table is replaced each time the Administrative User performs a calculation on the Merit 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
Explanation of Table Columns
Current Pay $: Pay amount as entered on Employee Data screen.
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 Employee Data screen, 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 the Projected Increase column, it means that either they do not have an appraisal matching the criteria chosen on the Merit Increase matrix screen, or their Employee Data screen is missing salary 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), 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), 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 $.
Notes: Appraisers can enter notes explaining their proposed adjustments.
Export Results
The data from the table can be exported to Excel where you can filter and sort the data as desired.
Click Export Results.
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 screen.