Workday-HCM: Compensation

Workday-HCM: Compensation

HCM: Compensation

Overview:

This document outlines how to request a compensation change by Compensation Administrator, Compensation Partner, HR Partner, or Manager; change default compensation by Academic HR Partner, Central Budget Manager, Compensation Administrator, Compensation Partner, HCM Action Initiator, HR Administrator, HR Partner, or Manager; and manage period activity pay can be done by Academic HR Partner, Compensation Administrator, Compensation Partner, HCM Action Initiator, HR Partner, or Manager.
Recommendations:

  • The recommended browser for accessing Workday is Google Chrome. However, Mozilla Firefox and Apple Safari may also be used.

Icons referred to in this document

 

Prompt

Related Actions

Required Field

Pencil

Save

Checkbox

Calendar

 

 

 

Request Compensation Change

Notes:

  • Use the Request Compensation Change process to update compensation for an employee without changing their job details. This business process is only for updating compensation.

  • This includes changing or adding allowances, or base salary.

 

  1. Enter the Worker's Name that needs a compensation change in the Search bar and select the Worker.

  2. The Worker Profile displays.

  3. Select Actions under the employee's name and job title in their Worker Profile.

  4. Hover over Compensation under Actions and select Request Compensation Change.

5.  The Request Compensation Change pop up displays.

Note: Please review the Data Entry Considerations:
Data Entry Considerations

6.  Select OK.

7.  Select the Pencil to edit the Effective Date and Reason section.

a. Select Effective Date using the Calendar on the Request Compensation page.

Note: The Effective Date is when the compensation change should take effect.

b. Select the Prompt for the Reason field and choose the appropriate Reason for the request.

8.  Select Save.

9. Use the following table to determine your next step(s):

If you want to…

Then…

Change the Base Pay Amount

  1. Select the Pencil to edit the Salary and Hourly section.

  2. Enter the new Amount.
    Note: If you only know the change amount or the Percent Change, enter that information in the appropriate field and the amount field is updated automatically.

Change the Allowance Amount

  1. Select the Pencil to edit the Allowance section.

  2. Enter the new Amount.

Change the Allowance Plan

  1. Select the Pencil to edit the Allowance section.

  2. Enter the new Amount.

Add an Allowance Plan

  1. Select Add below the Allowance section.

  2. Select By Compensation Rule in the Compensation Plan field.

  3. Choose the appropriate plan.

  4. Enter the Amount.

Change the Actual End Date on a compensation plan

  1. Select the Pencil on the Salary and Allowance plan section.

    Note: Hourly plans should never have Actual End Dates.

  2. Select Additional Details. The Actual End Date will appear.

  3. Edit the Actual End Date. Notes:

    • The Expected End Date is used for reporting and can reflect the actual end date as well.

    • For fixed term, salaried employees, the date should match the End Employment Date.

10. Select Submit.

Note: Depending on the role and compensation change, additional approvals will be required.

Change Default Compensation

Notes:

1.  Use the following table to determine your next step:

If…

Then…

You are accessing this process from My Tasks

Select the Default Compensation Change
task from the Actions tab in My Tasks.

You are accessing this process from the Up Next page

Select Open on the Up Next Page.

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