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Administrator Guide
Last Updated: 2024-09-20
Set Up Step Progression Configuration and Notifications

Set Up Step Progression Configuration and Notifications

Set up compensation grades. See Create Compensation Grades.
Set up compensation grade steps. See Create Compensation Grade Steps.
Set up automatic step progression schedules. See Set Up Automatic Compensation Grade Step Progression Schedules.
Security:
Process: Within Grade Increase
 domain in the core compensation functional area to access the
Edit Step Progression Configuration
 task.
Security:
Worker Data: Step Progression Target
 domain in the core compensation functional area to view an employee's
Next Step Progression Target
 date in the
View Compensation
 task.
Configure the default definition and business process security policy for the
Within Grade Increase Notification
 business process.
Workday enables you to configure automatic step progression so that a worker's next step progression target date is preserved if they receive a pay increase or face other compensation changes tied to an effective date.
Workday also enables you to remain informed of upcoming step progressions with the option to schedule step progression notifications that notify your managers of their worker's upcoming step progression events, whether they're eligible or ineligible for progression. If an employee doesn't meet all of the criteria for their automatic step progression, managers can approve or deny the step progression in this notification.
  1. Access the
    Maintain Event Categories and Reasons
     task.
    1. Select the
      Request Compensation Change
       event.
    2. Create a
      Reason Category
       named
      Last Equivalent Increase
      , or whatever your organization chooses.
    3. Create a
      Reason
       to denote that a compensation event won't affect the employee's step progression schedule. Example:
      Voluntary Demotion
      .
  2. Access the
    Edit Step Progression Configuration
     task.
    As you complete the
    Within Grade Increase
     section, consider:
    Option
    Description
    Step Progression Notification Time Frame (in days)
    Enter the amount of calendar days you want Workday to check ahead for scheduled step progressions to notify you of.
    Example: You want to be notified of step progressions scheduled to occur 60 days in the future.
    Performance Rating Threshold
    Select the minimum performance rating an employee must achieve to be eligible for automatic step progression.
    Quality Step Increase Reason Code
    Step Progression Effective Date
    Select the date when the automatic step progression will take place.
    Example: An employee is eligible for step progression on a Thursday, and pay periods begin on Mondays. You select the
    Start of Next Pay Period
     option to automatically progress the employee to the next step on the following Monday, the start of the next pay period.
  3. Select the
    Enable Last Equivalent Increase for Step Progression Date Adjustment
     check box under the
    Last Equivalent Increase
     tab.
    Add the reasons you configured to the
    Non-Qualifying Event Reasons
     field.
  4. Access the
    Schedule Within Grade Increase Notification
     task.
    This task determines when and how often managers receive notifications of upcoming worker step progressions.
Users configured in the security policy of the
Within Grade Increase Notification
 business process will receive 2 types of step progression notifications in
My Tasks
 based on your schedule and business process configuration: 1 for workers who meet the performance threshold and time spent in their current step, and 1 for workers who do not meet these criteria. Users can grant or withhold the step progression of a worker who does not meet the criteria.
When an administrator accesses the
Request Compensation Change
 task, they can now select a
Last Equivalent Increase
 reason to preserve the employee's automatic step progression schedule after they submit the compensation change.
To remain up to date on all upcoming scheduled step progressions, you configure the notification schedule to notify you on the first of every month of employee step progressions scheduled to occur within the next 30 days. You've configured the business process to notify you of both eligible and ineligible employees. Employees who receive a performance rating below 3 do not automatically progress to their next step, and you can grant or withhold their progression.
Run the
All Within Grade Increase Notification Events
 report to view a complete list of notification events.
Reinstate the automatic step progression of employees whose automatic step progression you withheld.
You can create step progression override events for workers and change their Workday-calculated
Next Step Progression Target Date
to a date of your choosing. Automatic step progression will run based on this new overridden date. To do this:
  1. Configure the business process security policy and default definition for the
    Request Step Progression Date Override
     business process.
  2. Access the
    Request Step Progression Date Override
    task.