Edit Promotions in an Active Compensation Cycle

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

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 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. Navigate to Manage cycle > Participants. 

Add a new promotion

1. Click to open the Promotion dropdown next to the desired participant.
2. Choose one of the following options:
   • Add compensation band details for this promotion: Add a promotion and assign a new compensation band. Select the following fields:
     • Job function
     • Job type
     • Job level
     • Location (optional)
   • Add promotion without assigning a compensation band: Add a promotion without assignment by leaving the checkbox blank
3. Click Add Promotion.

Edit a promotion

If promotions have the Add compensation band details for promotion checkbox checked, you will be able to edit the compensation band assignment.

1. Click to open the Promotion dropdown next to the desired participant.
2. Edit any of the following fields: 
   • Job function
   • Job type
   • Job level
   • Location (optional)
3. Click Add Promotion.

Delete a promotion

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