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Edit Promotions in an Active Compensation Cycle

Dianmarie
  • Updated

To ensure flexibility and adaptability, Compensation allows for editing existing promotions or running new in-cycle promotions. This ensures you can respond to changing circumstances and opportunities without having to wait for the next promotion cycle.

Admins can add, delete, or edit a participant's promotion status even after the cycle has started.

Note: When adding a promotion during a cycle, the budget allocation will automatically be moved from merit, even if a specific promotion budget was not created. 

Before you start

  • Admins can add, delete, or edit promotion status for individual employees during the active cycle, but the bulk upload option is only available during cycle setup.
  • For promotions added or edited during an active compensation cycle, promotion raise guidance will be calculated based on the guidance rules set on the Budget page during cycle setup (either target band attainment % or % increase to total pay). Alternatively, you can upload custom promotion raise guidance from the Budget page during an active compensation cycle once an employee’s promotion status has been updated.
  • Deleting a promotion from an employee during an active cycle will update the employee’s promotion status but not automatically generate new or different raise guidance for them. They will remain eligible for a compensation change unless their status is updated to Ineligible or Hidden. Learn more in How to Change the Eligibility Status of a Participant in an Active Compensation Cycle. 
  • Promotion handling will be unavailable for Hidden or Ineligible employees.

Update employee promotion status in an active cycle

  1. Navigate to Admin > Compensation > Compensation cycles.
  2. Click to enter the desired compensation cycle. 
  3. Under the Manage section > select Promotions. 

Add a new promotion

  1. Click to open the Promotion dropdown next to the desired participant.
  2. Choose one of the following options:
    • Enter a new job title
    • Select a new compensation band: Add a promotion and assign a new compensation band. Select the following fields:
      • New job function
      • New job type
      • New job level
      • New pay zone (optional)
      • Pay zone (optional)
    • Select the employee's pay type: Assign a new pay type or leave it the same.
  3. Click Add Promotion.

Edit a promotion

If promotions have the Promotion dropdown next to their name checked with the "Promoted" listed you will be able to edit the promotion information.

  1. Click to open the Promotion dropdown next to the desired participant.
  2. Edit any of the following fields: 
    • New job title
    • New job function
    • New job type
    • New job level
    • New pay zone (optional)
    • New pay type
  3. Click Add Promotion.

Delete a promotion

  1. Click to open the Promotion dropdown next to the desired participant.
  2. Click Delete promotion.

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