Entering Merit Awards

Performance Ratings Already Populated in Workday

This section is from the perspective of a Manager who completed Performance Reviews for their employees in Workday prior to the launching of Merit.

IMPORTANT: Do not select Submit on any page until you have completed the merit grid task. Doing so will submit the merit task for your direct reports and all Supervisory Organizations in your hierarchy.

1. Select the individual in the merit grid for whom you want to propose merit, award additional adjustment, award one-time merit, or promote.
2. Enter Merit, Additional Adjustment and/or One-Time Merit as either a percentage or dollar amount, as appropriate (the corresponding field will update accordingly). The Employee’s new monthly or hourly total will display.

Ratings will already be visible in the merit grid for the Employee. However, they can be adjusted. To change a performance rating, see the section Performance Ratings Not Populated in Workday below.

If a merit increase is awarded to an Employee who has a performance rating of Does Not Meet Expectations, an error will prevent the process from moving forward.

To see the error explanation, select the number below the red diamond. A pop up error will display.

3. To award Promotion, first select the Promotion tab at the top of the merit grid.
4. Under the Promote column, select Yes.
5. The following fields will auto-populate: Promotion Reason, Position, Grade, and Job Profile.
6. Select the Summary tab to return back to the merit grid.
7. Repeat Steps 1–5 for each of your direct reports.
8. Select Submit.
9. Enter comments that will continue up the approval chain. These comments can be used to justify awards.

Note: You will only select Submit once. This will submit merit for all Supervisory Organizations you supervise.

IMPORTANT: Do not select Submit until you are sure you are ready to do so. This action cannot be undone.

10. Select OK.
11. Select Done.

The next section will cover how to enter Performance Ratings into the merit grid, if needed.

Performance Ratings Not Populated in Workday

For managers who did not complete Performance Reviews for their direct reports in Workday, ratings may need to be populated for employees depending on your member’s instructions. Be sure you are aware of the expectations of your member and how to complete the merit task. To apply performance ratings in the merit grid, follow the below instructions.

1. Select the Performance tab in the merit grid and select the appropriate rating in the Performance Rating field as shown below.

Note: Ratings will then appear under the Performance Rating column. These ratings will then appear in the merit grid.

2. Select the Summary tab to return to the merit grid and complete additional tasks.
3. You are now ready to complete the merit task for these employees. Follow the steps beginning at Step 1 outlined in the previous section Performance Ratings Already Populated in Workday.

This completes the process for managers to complete the merit task. The task will now show in the Manager’s archive within their inbox. Your supervisor will see “Submitted” in their merit grid for the Supervisory Organizations you manage once you have selected Submit.

Up Next

Your Manager can now submit their merit task including the Supervisory Organizations in your hierarchy. This process continues for each Manager in the Management Chain all the way up to the top Manager.

Additional Notes

• “Submitted” will not appear in your merit grid for Supervisory Organizations that were completed by you on behalf of a Manager. Instead, “Manually Advanced” will appear. Refer to the graphic above.
• “Submitted” will appear in your merit grid for Supervisory Organizations you supervise if someone else other than you completed the merit task for that Supervisory Organization.
• You will not be able to submit your task until all Supervisory Organizations below you appear as “Submitted” or “Manually Advanced.” This means you cannot submit your merit task if any Supervisory Organizations appear as “Awaiting Action.”
• You can select Send Back to send a submitted task back to the Manager for edits.
• The circles at the top of your merit grid task will always display the pools for all of your Supervisory Organizations, even if you are looking at a single, sub-organization.

Note: If your member is not utilizing pools, you will still see the amounts increase as merit is awarded. However the total will be 0 for the “of” amount.