Workday Merit Process at Texas AM UniversityCorpus Christi

Workday Merit Process at Texas A&M University-Corpus Christi

Course Overview This course will show supervisors and managers how to enter and submit merit. This course will also demonstrate how to approve merit for organizations downstream.

Timeline May 31 st – Approved budgeted promotions must have positions restrictions entered into Workday. May 31 st – Performance Evaluations must be complete. June 8 th – Any compensation actions in routing will be canceled. NOTE: All compensation changes approved for FY 19 should be entered, completed routing, and marked effective 9/1 with NO changes to compensation.

Timeline, Cont. June 11 th – Merit Business Process Launched. July 13 th – Merit for each division must be approved by each Vice President. ** **internal due dates may be set to achieve this deadline. Late-July – Presidential Approval.

Parallel Events Workday does not allow compensation or job changes to employees who are part of an active merit process. Examples: • Job Change • Request Compensation Change If you receive this error please contact human. resources@tamucc. edu so the employee can be taken out of the Merit Business Process.

Eligibility • Full-time Budget Faculty or Staff position • Must receive a Meets Expectations or greater overall rating on their performance evaluation. • Must have been employed by the university before March 1 st. • Employees who take a job elsewhere on campus are not eligible for merit. • More detailed guidelines will be sent out soon.

Merit Pools • Merit pools will be calculated based upon a percentage of the eligible employee’s salary no matter their funding source. • Each Vice President will determine how their pool will be distributed. • If an eligible employee leaves, their calculated pool contribution will be removed. • Workday is NOT a financial system and will not ensure adequate funding at the time of merit assignment.

Merit Pools, cont. • Workday assumes the current costing allocation will fund the proposed merit. • It is up to the department to ensure adequate funding on self-supporting accounts. • The budget office will work with Business Managers to address any funding issues.

Merit Process Launch

Merit Process Launch, cont.

Merit Pools, cont. Before Assigning Merit Pools Distributed Merit Pools NOT Distributed After Assigning Merit

Merit Process Launch, cont.

Performance Ratings • Staff Performance Ratings are pulled from within Workday • Faculty will need to have their overall performance entered

Merit Process Launch, cont.

Assigning Merit can be assigned by Percentage or Amount and will show current budgeted salary and forecasted budgeted salary

Submission

Errors Critical Errors that will not allow submission of merit. Warnings but will allow submission of merit.

Submitting

Merit Process for Approvers

Approver’s Inbox

Approver’s Inbox, cont.

Approver’s Merit Pools Approvers Merit Pool consists of the sum of their supervisory organizations Manager’s View of the Pool Approver’s View of the

Approver’s Inbox, cont.

Approver’s Inbox, cont. Edit Ready For Review Flags Potential Issues View Only Multiple Sub Orgs Not ready to approve Percentage of Merit Pool used Allows you to see or make comments

Approver’s Inbox, cont.

Notes for Approvers Make sure warning and error flags are addressed Approvers be careful, the submit button will be available at any time and you will receive this error only if all your subordinate organizations haven’t submitted their merit recommendations. Remember you have merit to enter for your direct reports. If you click submit without assigning merit to your direct reports your next level supervisor send back your submission or enter merit on your behalf.

Delegation The Merit Business Process can be delegated Retain Access allows the delegate to add/edit while you retain final approval authority. If this box isn’t selected they will be able to approve.

Complete on Behalf Of The Merit Business Process can be completed on behalf of a manager within your supervisory org

Approved Promotions and Equity Promotions: a Position Restriction BP must complete routing prior to May 31 st with an effective 9/1 WITHOUT salary compensation changed. The Promotion increase should be entered in the “Promotion Amount” column to the far right on the merit task. Equity: the amount will be entered into the “Additional Adjustment Amount – Monthly/Hourly” column. NOTES: These amounts are monthly/hourly Promotions Amounts do not effect your merit pool Any Promotions submitted that were not approved will be removed Approved Equity Items as part of the budget will be added by the budget office. Equity entered by the department will use funds in the merit pool.

Approved Promotions and Equity, cont. The Promotion Reason and Position Auto-Fill

Demo

Questions