Set Rules and Process Defaults

The “Set Rules and Process Defaults” page appears.

The following details are displayed in the header:

Plan Setup Unit

The login OU is loaded here. Mandatory.

Compensation Plan Period

This combo is loaded with all plan period names created under the plan setup OU and with the status other than Draft. The latest plan period will be defaulted on launch. Mandatory.

Employment Unit

This combo is loaded with the applicable OU’s of the plan period defaulted/selected in the ‘Compensation Plan Period’ combo along with ‘All’ if more than one empin OU is available. Mandatory.

Currency

This field displays the base currency of the plan setup OU.

Note: Here you are allowed to copy details from existing plan periods.

Plan Period

The ‘Plan Period’ combo is loaded with all plan period names created under the plan setup OU and whose status is other than draft.

Employment Unit

The ‘Employment Unit’ combo is listed with the applicable OU’s of the plan period defaulted / selected in the ‘Plan Period’ combo along with ‘All’ if more than one empin OU is available.

Note: You are allowed to modify the copied details and save.

The “Set Rules and Process Defaults” screen consists of the following tabs:

Tab – Plan Levels

This tab enables you to define the maximum levels of Gradeset – Grade combination in the organization which will be involved in budgeting and planning.  Each Gradeset – Grade combination in the organization hierarchy will be mapped to a level.

Budget Level

Enter the default level till which the employees will be allowed to set target. Mandatory.

Plan Level

Enter the default level till which the employees will be allowed to do planning. Mandatory.

The following details are displayed under “Plan Level Details” multiline:

Level

Select the level in the combo to which the Gradeset and Grade to be mapped.

Grade Set

This combo is loaded with all grade sets from the Grade Set Master created in the Unit Structure OU having interaction with the plan setup OU. The grade set and grade combination are loaded here. Select a gradeset – grade combination for each level.

Grade

On select of the Grade set, the applicable grade gets displayed here.

Tab – Pay Components

This tab enables you to define the date to consider the last salary on, merit increase has to be paid on which pay component and pay element code, the pay component information to be referred to and additional pay components that can be included in the actual merit increase.

Consider Salary as On

Enter the date on which the salary is to be considered for review planning. Mandatory.

Merit Increase is On

From the drop-down list box, select the salary type on which the merit increase can be applied. The system displays “Select” by default on launch of the page. Mandatory.

Pickup This Value From

From the drop-down list box, select the compensation screen from which the salary can be fetched. Mandatory.

Pay Element Code

If Basic Salary option is selected in the Merit Increase is on combo, then enter the pay element code on which the increase in merit can be made. Conditional Mandatory.

Help facility available

Annual Value Conversion

From the drop-down list box, select “Not Required / value stored as annual value” or “Required” option as per requirement.

Note: Merit Increase is On, Pickup This Value From and Annual Value Conversion combos should be loaded with the System QC’s.

The following details are displayed under “Additional Pay Components” multiline:

Pay Component Name

The additional pay component name. It is listed with Discretionary Bonus, One-off Payment, Structured Bonus.

Pay Element Code

Enter the pay element code against which the Additional Payments will be made.

Help facility available

Description

On selecting the pay element code from help, the corresponding description gets displayed.

 

Tab – Appraisal

The “Appraisal” tab enables you to define where Pay Revision matrix to consider for Merit increase, the rating that needs to be used for pay revision process, the stage at which rating needs to be picked up for consideration of pay revision process, exceptions and exclusions related with appraisal rating.

Pay Revision Matrix

From the drop-down list box, select the required option from which the pay revision matrix can be fetched.

Rating

From the drop-down list box, select the type of rating. The system displays “Select” by default on launch of the page.

Pickup Ratings

From the drop-down list box, select the required option based on which the ratings can be picked up.

Default Ratings, if RMS Rating is Unavailable

Enter the default rating.

Note: If the candidate does not fall into PMS calendar and rating is not defined then you can enter the default rating in this field which will be taken in the planning screen.

Note: Pay Revision Matrix, Rating and Pickup Ratings should be loaded with System QC’s.

Tab – Exceptions

This tab enables you to define exception rules for Compensation Planning. It displays the list of various exception criteria and the employees who fall under these criteria are flagged as exceptions in the planning process.

Criteria

This column displays the list of various exception criteria.

Note: An employee will be flagged for exception when his Merit Increase % is greater than the range or value defined for his performance rating.

Date / Value

Enter either date or value for the exception parameters as applicable.

Applicability

Select the check box if the particular exception criteria is to be considered for the planning process.

Tab – Exclusions

This tab lists various exclusion criteria for employees to be excluded from the plan period. It displays the list exclusion criteria and the employees satisfying these criteria will be excluded from the planning process.

Criteria

This column displays the list of various exclusion criteria.

Date / Value

Enter either date or value for the exclusion parameters as applicable.

Applicability

Select the check box if the particular exception criteria is to be considered for  the planning process.

Tab – Info. Display

This tab enables you to define any user defined caption as compared to system defined default caption in the multiline of Planning screen. The column visibility can be selected for Detail view, Compact view, Summary and Report screens.

The following details are displayed under Caption Details multiline:

Default Caption

The default caption to appear in the screen.

Display Column Caption as

In this field, you are allowed to edit the caption which is displayed as default caption as per requirement.  

Planning-Detail View

Select the checkbox, if you want the particular column to be visible in the Planning screen – Detail view.

Planning-Compact View

Select the checkbox, if you want the particular column to be visible in the Planning screen – Compact view.

Summary Screen

Select the check box if you want the particular column to be visible in the Summary screen..

Report Screen

Select the check box if you want the particular column to be visible in the  Report screen.

Tab – Guidelines

This tab enables you to define guidelines to perform planning activities. These guidelines can be referred in the planning screen by planners.

Guideline Attachment

The guideline document can be attached.

  • Click  icon in this field. The “Upload File” popup appears to upload the guidelines excel file.

  • Click “Browse” pushbutton in the popup to browse and select the file from the system.

  • Click “Upload” to transfer the excel file (that has been selected) to the parent screen.

The name of the excel file is displayed is this field.

Guideline Comments

The guideline text can be entered.

Tab – Parameters

This tab enables you to define various other planning parameters based on which the entire planning process works.

Parameter

All the parameters with respect to the plan period are listed.

Date

Enter either date or value for the parameters as applicable.

Applicable

Select the check box if the particular parameter is to be considered for  the planning process