In the Guideline Matrix section of Compensation Setup > Guidelines, you can enter guideline values for the criteria that you selected in the Criteria section. You can generate the guideline matrix for any one criterion or a combination of the following criteria and enter guideline values:
- Performance Rating
- Compa Ratio
- Range Penetration
- Pay Group
- Pay Grade
The following topics describe how to configure the guideline matrix for the following criteria in more detail:
- Performance Rating and Range Penetration or Compa-Ratio Matrix
- Compa-Ratio Matrix
- Performance Rating Matrix
When you click Generate in the Guideline Matrix section, Dayforce generates the matrix based on the selected criteria.
You can add, edit, delete, filter, export, and import rows in the guideline matrix:
- To add a row, select the checkbox next to the row in the matrix and click Add. A new row gets added under the selected row in the guideline matrix. The Add button is disabled when you generate the guideline matrix with the following criteria:
- Performance Rating
- Pay Group
- Pay Grade
- To delete rows, select the checkbox next to the rows in the guideline matrix and click Delete. The Delete button is disabled when you generate the guideline matrix with the following criteria:
- Performance Rating
- Pay Group
- Pay Grade
- To edit the guideline values and override settings for multiple rows in the guideline matrix, select the checkbox next to the rows and click Edit.
- To export rows in the guideline matrix, click Export.
- To import the guideline matrix, click Import. You can also modify the exported file and import the edited file into Dayforce.
Each guideline matrix includes the Override column where you can configure whether managers are permitted to reward employees outside of the defined guideline. You can select one of the following options:
- No Override: This option doesn’t allow managers to reward employees outside the defined guidelines in compensation worksheets. If you select this option, the hard stop message shows as an error message in the worksheets. For example, the manager can’t reward the employee with a 7% increase when the guideline recommends a 2 to 5% increase and submit the worksheet.
- Without Justification: This option allows managers to reward employees outside the defined guidelines without justification in compensation worksheets. No messages are shown in worksheets if you select this option.
- With Justification: This option allows managers to reward employees outside the defined guidelines with justification in compensation worksheets. If you select this option, the soft stop message shows as a warning message in the worksheets when rewarding employees outside the defined guidelines. For example, the manager can reward the employee a 7% increase when the guideline recommends a 2-5% increase and enter the reason that the employee’s performance was beyond what was expected for the role when submitting the worksheet.
If you want to change the criteria in the guideline matrix after generating the matrix, click Unlock Criteria in the Criteria section, change the criteria as needed and generate the matrix again.