Propose Merit Awards (Planners)
Merit – Propose Merit Awards (Planners)
Audience: Merit Planners
Navigate to your Workday inbox
STEP A: Locate
and select the merit compensation review planning task
STEP B: Toggle
to full screen viewing mode if necessary by locating the icon in the upper right-hand corner of the screen
Organization Summary overview
Note: Proceed to the "View and Propose Employee Awards" section of this document if you do not need an overview of the Organization Summary page
Icons
The activity stream exposes comments to planners and support roles
The Search Employees button will take you to the SWIN Compensation Review Organization Search Report to review/group employees in various ways for comparison purposes.
Actions
Propose Compensation for My
Organizations: Displays only direct reports
View All Employees: Displays all employees in the
hierarchy
Note: if you attempt to view or propose
for an organization with 500+ employees, you will receive the warning below:
Once you click Search you are directed to the SWIN Compensation Review Organization Search Report where you can review/group employees in various ways for comparison purposes.
Sub Orgs View
This page displays once the sub-orgs icon has been clicked on from the org summary screen. Continue to drill into sub orgs as needed.
Actions for sub orgs
View All Employees: Displays all employees in the hierarchy
Search Employees: utilize the SWIN Compensation Review Organization Search Report to review/group employees in various ways for comparison purposes.
Click on Return to Top Level anytime to return to the initial screen, otherwise review employee awards by selecting the pencil or magnifying glass icons or one of the options from the action button.
Send Back
Note: Send back is only available to Division Managers with subordinate Division Managers
You have the ability to send
back planning to a subordinate organization for planners that need to make
revisions.
STEP 1: Locate the Actions button for
the subordinate organization and choose Send Back.
Note: Only organizations with a status of ‘Submitted’ or ‘Manually
Advanced' can be sent back
STEP 2: Enter a comment as to why you
are taking this action
STEP 3: Click Send Back
STEP 4: Click Done
Note: The planner’s grid is no longer editable and shows a status of Sent Back. The prior planner will find a task in their inbox and now has access to edit their grid.
View and Propose Employee Awards
Once you are in Employee Awards screen (grid) you can add, modify and review merit awards
and notes:
STEP 1: Enter or modify awards in the
editable fields
Note: use "Autofill" to populate your grid with the target award for each employee. Make updates where necessary.
Find this button underneath your budget, above the grid.
STEP 2: Enter or modify any notes
STEP 3: Click on Continue to return to the Organization Summary screen to review and plan for other organizations
STEP 4: Click Submit on the Organization Summary page once you have completed all your merit planning
Note: to navigate to the Organization Summary page after completing step 3, select Return to Top Level
STEP 5: Enter any comments (optional)
STEP 6: Click Submit
Note: Planners will not be able
to submit unless all subordinate orgs have a status of Submitted or Manually
Advanced, and will see this message: