Sync Plan (Salary Review Plan)

Explanation

The Salary review plan is generated based on the snapshot date and available information at the time of generating the salary review plan. However, once a salary review plan is generated there are instances where an employee’s salaries, assignments and employment information change.

The Sync Plan functionality will support the HCM Professional to Synchronize these changes with the salary review plan before it is sent for approval. (Simply before the salary review plan is used for the review).

The salary review plan can be synced using the following methods

• Sync Employee Compensations
• Sync Employee List
• Sync Organization Structure

Sync Employee Compensation

Once a salary review plan is generated, if an employee’s compensation information has changed at the employee file, when you sync employee compensations, the respective changes will get updated at the salary review plan (Provided the salary plans snapshot date is in-between the changed compensations validity period).

     Example

Employee ABC001 of Company IFSRACING has a Base salary of 5000 and an Additional Allowance of 2500. A Salary review plan is created for IFSRACING. At the time of creation, the Amounts 5000 and 2500 of Employee ABC001 are taken to the salary review plan. However, the company makes a decision to reduce the Additional allowance from 2500 to 1000 and introduces another allowance called “Cost of Living Allowance” with a value of 3000. 

These changes are made in the employee file post to creating the salary review plan. Hence, the salary review plan still has the figures 5000 Base salary and 2500 Additional Allowance, when the HCM Professional Sync Plan and Selects the option “Sync Employee Compensations” the respective updates in the employee file will also reflect in the salary review plan.

Sync Employee List

Once a salary review plan is generated if an employee’s Org Assignment has changed or if you have added new employees to the HCM Solution post to generating a salary review plan. Performing the Sync Employee List activity this information can be normalized.

Example 01 Department Change

Employee ABC002 of Company IFSRACING was working for the Finance Department at the point of generating the salary review plan. However, during the course there was a requirement to transfer this employee from Finance to the Filed Office unit (Maybe a promotion or an urgent requirement to fill in) and the respective salary revisions will now take place from the Field office unit for employee ABC002. However, according to the salary review plan ABC002 is still attached to the Organization Finance (Since at the time of generating the plan ABC002 was having the primary assignment at Finance Department). By performing the Sync Employee list Activity, the respective change will be reflected in the salary review plan.  When this happens, the salary of the employee will move from Finance to the Field Office unit.

Example 02 New Employee

Employee ABC003 of Company IFSRACING was not registered in the HCM solution as an employee (or didn’t have a primary Assignment) when the salary review plan was generated. Therefore, ABC003 is not part of the salary review plan. However, the HCM Professional has now updated the employee file with ABC003 information and wants to include ABC003 to the salary review plan. Using the Sync Employee List activity this can be done. Once the Sync is complete you will notice the Total salary of the salary review plan is updated with ABC003 total salary.

Sync Organization Structure

Once the salary review plan is generated if any organization units have moved or new org units are introduced this can be synchronized with the salary review plan.  When the Sync Organization Structure activity is performed, the respective changes to the org structure will reflect in the Organization Breakdown of the salary review plan.

Example

Payroll Unit with 4 Employees and a salary Budget of 16000 is under the Organization Unit HR Department in the organization structure. Once the salary review plan is Generated, the Payroll Unit is moved from the HR Department to the Finance Department. To reflect this change in the salary review, plan the Sync Organization Structure Activity is performed. Once the plan is synced it will then reflect the payroll unit, its employees, and the current salary under the Finance Departments budget.

Note:- No changes will take place if the employee record is Locked in the salary review plan.

Tips For Troubleshooting

• The Plan will only sync compensations that are marked as "Show in salary review" or "Include in Budget" , If you have Introduced a new compensation and added them to the employee file but the sync is not working, please check these basic data fields at the compensation types page.

• The Plan will only sync information thats inline with the Snapshot date. If you have added a new compensation or introduced a new primary assingment to an employee and the changes are not reflecting in the salary review plan when you sync, please check if the validity period is inbetween the snapshot date.

• The Plan will only Display employees the logged in user has access to. If you have just changed the Org Assingment of an employee or if the respective Org Unit is now having a different parent and when you have synced the plan the information has gone missing. This can be due to the fact that you do not have access to the new parent or its subordinates of the moved Organization unit.

Prerequisites

A Salary Plan created.

System Effects

N/A