The Your data > Employees section in Figures is crucial for setting up your compensation review campaign. Here, you'll manage employee eligibility, designate promotions, and assign exceptional bonus eligibility. This article guides you through these important processes.
Tips
Document: Record criteria and decisions for future reference and consistency.
Communicate: Inform stakeholders (HRBPs, department heads) about criteria for eligibility, promotions, and bonuses to ensure transparency.
Prepare: Anticipate questions from managers and employees about decisions.
Learn: Assess and refine criteria after each review cycle for continuous improvement.
Employee eligibility
Using filters for eligibility
Navigate to Your data / Employees in your compensation review campaign configuration.
Use available filters (e.g., hire date, job title, department) to select employees.
Apply filters to include or exclude employees as needed.
Use filters creatively to efficiently manage large groups of employees. All your additional fields can be used as filters.
Update eligibility status
Select employees using checkboxes or filters.
Click Update eligibility at the top of the page.
Choose to make selected employees eligible or ineligible.
Manage individual exceptions
Find the specific employee in the list.
Check the box next to their name.
Click Update eligibility to change their status as needed.
Promotions
Designating employees for promotion
Select employees individually or use filters.
Click Update promotions at the top of the page.
Promotion process with Salary bands module
If your organization subscribed to Salary bands module:
Choose the new salary band range for the promoted employee.
By default Figures suggests the next level (e.g., intermediate to senior).
Manually adjust if needed (e.g., senior developer to team lead).
Promotion process without Salary Bands module
Without Salary Bands, the promotion designation simply flags the employee for promotion during the review.
Exceptional bonus eligibility
If Exceptional Bonus is enabled in Compensation Items:
Select employees individually or use filters.
Click Exceptional bonus eligibility at the top of the page.
Choose to make selected employees eligible for the exceptional bonus.
While Figures ensures you complete these steps before the campaign starts, it's crucial to double-check all selections for accuracy. Errors can't be corrected once the campaign begins.
Next step
🥳 You're ready to Check your data.