Merit Learning Hub
Our Hub page brings Merit content from across our site in to one central location. Use the tabs below to find specific learning materials.
Resources for the 2023 Merit Process are available on our Annual Merit Process page.| Title | Summary |
|---|---|
| Entering Merit Awards | The activities for a Merit Planner (i.e. Manager, Manager’s Manager, or Merit Partner) to complete the annual merit task in Workday |
| Managing Employee Participation in Merit | The process for a Merit Partner to remove or add an Employee from the Merit process |
| Merit Process – Maintain Pools | This job aid outlines the activities for a Merit Partner to maintain pools for the Annual Compensation Review process (Merit) in Workday. Not all system members will utilize pools within Workday as part of the Merit process |
| Merit Reports – Compensation Changes and Awards | The activities necessary for a Merit Partner to run reports after Merit has been launched for their system member in order to monitor compensation changes and merit awards entered in Workday |
| Title | Summary |
|---|---|
| Merit 2021 | Review the 2021 Merit Process. |
| Merit 2022 | Welcome to the 2022 Merit Process. Preparations for Merit have begun! Access various materials and guidance for the process. |
| Title | Summary |
|---|---|
| Managing the Merit Process | This guide provides a comprehensive overview for HR Partners, Merit Partners, and Managers involved in the Merit process at each member within the Texas A&M University System as they prepare for, carry out, and close out the annual Merit process for employees. Therefore, this guide is organized into three sections: Preparing for Merit, During Merit, and After Merit is Finalized. |
| Staffing and Compensation Changes During Merit | Provides an overview of which business processes can continue to be completed during merit (run in parallel); which business processes must be completed outside of merit, and how to choose an appropriate Effective Date for these changes to avoid additional work |
| Utilizing Merit Partner Role | The purpose of this guide is to provide a comprehensive overview of the Merit Partner security role and the details needed to use it effectively to support the merit process. |
| Title | Summary |
|---|---|
| Managing Merit 2021 | Discusses various activities required for those who manage the annual merit process in Workday. These activities include entering merit awards, maintaining the merit pools, managing Employee participation, and using merit reports. |
| Managing the Merit Process in Workday | This webinar will walk you through the various activities required for those who manage the annual merit process in Workday. These activities include, entering merit awards, maintaining the merit pools, managing employee participation, and using merit reports. |
| Managing the Merit Process in Workday | Provides insight on the various activities for those who manage the annual Merit process in Workday. These activities include entering merit awards, maintaining the merit pools, managing employee participation, and using merit reports. |
| Merit Preview 2023 | Overviews the current Merit process and highlight any updates and changes that occur in the process. This webinar will review the current timeline of the recommended Merit deadlines. |
| Workday Merit 2022 Preview | During this webinar we will provide an overview of the merit process included any new updates. Details will be discussed regarding upcoming Merit activities and |
| Workday Area | Release Notes | Release Date |
| Report Name | Description | Usage |
|---|---|---|
| Annual Merit Compensation Pool | Report pulls worker information along with compensation, FTE, Target Percent and Next Fiscal Year Hours for Merit Partner Use. | This report is designed for the Merit Partner to give compensation as of a specific date to provide data used in creating and managing pools during the annual merit process. |
| Annual Merit Process Eligibility | The Merit Eligibility Report is designed so that Merit Partners can obtain an advanced view of the employees scheduled to be brought into the merit process. | This report is used to audit the Merit Process Eligibility after Workday Services has made updates to the Merit Plan Assignments based on the eligibility criteria provided in Merit Configuration Worksheet Merit Partners can use the “Merit Plans – Assigned” Column to view the employees who are on the plan. |
| Average Base Pay | View list of average base pay in the reporting currency for employees grouped by supervisory organization. This report filters on workers in which the user has access based on a role of Manager or HR Partner. | Audit report used to view average base pay for employees |
| BIRT - Custom Compensation Review Statement | Returns merit and promotion details for customized merit statements. | Used to build the customized merit statements using BIRT and Workday Studio. |
| Business Process Cycle Times | View various statistics related to business process cycle times within the From/To period specified. | The report can be used to determine whether transactions are running efficiently and whether the structure of your organization’s hierarchy, role assignments or personnel are impacting the execution of workflows. The report provides various statistics related to business process cycle times for your Company using the organization prompt, and within the From/To period specified for specified business processes. Enables you to see the business process type, number of processes for the associated type, average process time (in days), and average step time (in days). For a given business process type, you can also view a 12-month chart that shows average completion time and other related data for all transactions so you can compare your Company efficiency to system-wide statistics. Use the drill to detail feature to view specific transaction events, steps and users taking action on each step to have a more comprehensive view of efficiencies and where additional training or user resources could be helpful within your organization. |
| Compare Team | Displays job, base pay, bonus, stock, and performance information for each member of a team. | Helps compare all the employees who report to a manager to make hiring and compensation related decisions |
| Compensation Changes Report | Returns compensation change events for employees in specified date range, organizations, and/or workflow states. | Merit Partner can use this report to get compensation changes after Position Budgeting applications take a snapshot of employee's compensation from Workday. If any compensation changes are captured after the snapshot, further analysis/actions may be needed. After merit process is finalized, merit partner will use this report to validate the merit awards entered into Workday. |
| Compensation Plan Expected End Date Audit | View organizations with employees who have assignments with expected end dates. You can narrow your search by entering a date range. | |
| Compensation Review Awards On Hold Audit | Return merit awards that are not finalized. | Use this report to view merit awards that are not finalized due to in progress parallel events. |
| Compensation Review Employee Changes Audit | View details of parallel compensation events that occurred during merit processes. | Audit employee data that was changed because of a parallel event when Merit is in progress (Example: Compensation Changes and Job Changes) |
| Compensation Review Merit Award Audit | Returns employees' merit details in the prompted compensation review process. | Used by Merit Partners to see which employees were given merit increases (and how much the increases were) in the prompted compensation review process. |
| Compensation Review Process Search Employees | Provides a list of all employees in a given merit process and allows further division; gives HR Partner similar functionality to search employees as the Merit Grid provides for managers | |
| Compensation Review Process Search Employees (Default) | Employee Adjustments in the Compensation Review Process. | Use this report to search for employees when the merit process is open. |
| Compensation Spreadsheet | Provides an overview of all compensation information for a specified organization. | Used by Compensation Partners who need to see the compensation information for all the employees they support at once. |
| Current Worker Detail Report | Returns organization, compensation, and position-specific details for workers in the prompted Organizations. | Used by personnel to view specific details about workers, including their hire dates, job data, organization characteristics, compensation plan, and salary. |
| Employee Academic Pay Settings by Organization | This report provides a listing of employees by organization including all their positions' academic pay settings, compensation plan assignments, annual base pay amounts, and pay group assignments with pay frequency. | Used to find position academic pay settings, compensation plan assignments, pay group assignments with pay frequency, and related details. |
| Employee Academic Pay Settings by Organization – Base Pay | This report provides a listing of employees by organization including all their positions' academic pay settings, base pay assignments, annual base pay amounts, and pay group assignments with pay frequency. | Used to find position academic pay settings, compensation plan assignments, annual base pay amounts, and pay group assignments with pay frequency. |
| Employee All Jobs and Direct Report Manager | The report returns supervisory organization, superior organization, and manager information of all positions for active workers in prompted organizations. | The report returns information about an employee and their direct managers. Used to identify where employees may not be aligned with the appropriate direct managers. Also used after Merit is finalized with the Effective Date of the merit to validate Lump Sum Amounts that were entered during Merit Process. |
| Employee Compensation Details by Job Profile | View hourly and salary compensation for employees assigned to positions in selected job profiles as of a specified date. Enables you to track worker compensation assignments and detail by job profile. | Used to track worker compensation assignments and detail by job profile. Details include total salary and allowances, total base pay, on-target earnings, compensation grade and grade profile, compensation range, and details of assigned compensation plans. As a related action on the worker, you can request compensation changes. |
| Employees Awarded Emeritus Status | Returns employees with Emeritus Award in the prompted company. | Use the report to review Emeritus status for faculty and staff, and to audit the business title, dates, issuer and related position on the award. |
| Employees with Increases in Compensation Review Process | Returns employees who have had a merit increase, additional adjustment, or a promotion for the prompted Compensation Review Process. | Used to generate notifications to instruct employees who have received merit increases or equity increases to view their Compensation Review Statement. |
| In Progress Business Processes Impacting Merit | Returns in progress business processes that could impact merit including Add Additional Job, Change Job, Transfer/promote/demote Employee, Request Compensation Change, Termination and End Additional Job. | Run the report before Merit is initiated or during Merit process to find employees who have in progress job change or compensation change BPs. These employees will not be able to get Merit until those in progress BPs are finalized. |
| In Progress Merit Review Process - Full Audit | Returns employee merit adjustment data for In Progress compensation reviews. Used by Merit Partner/Managers to keep track of recommendations entered and submitted when the Merit Process is in progress. | Used by Merit Partner/Managers to keep track of recommendations entered and submitted when the Merit Process is in progress. |
| In Progress Merit Review Process - Most Recent | Returns most recent employee merit adjustment data for In Progress compensation reviews. | Used by Merit Partner/Managers to keep track of the most recent recommendations entered and submitted when the Merit Process is in progress. |
| One-Time Payment History | Provides an account of all One-Time Payments made for employees of a specific supervisory organization | |
| Organization Assignment Exception Audit | Returns invalid organizations assigned to a filled or unfilled position based on allowed values configured for supervisory org, location hierarchy, org related worktags and company restrictions. | |
| Primary Job Switch History | View all the Switch Primary Job events that have occurred in a specific period of time with effective date, reason, prior primary job, new primary job, date and time completed by organization | |
| View All Positions | Returns all positions based on the prompted staffing status as of an effective date. | Used to view all positions in a given organization as of a specified effective date. |