In the Details tab of Compensation Setup > Compensation Cycles, you can define how performance ratings are populated in the compensation cycle. This is done using the Rating drop-down list in the Performance section of the tab. The following options are available in the Rating drop-down list:
- Do Not Include: The compensation cycle will not include performance data for employees.
- Include from Selected Review cycles: The compensation cycle retrieves performance data from the specified review cycles. Dayforce shows the following additional configuration fields for this option:
- Review Cycles: Select one or more review cycles from which Dayforce will retrieve performance data for employees. Dayforce shows review cycles that were configured in both Performance Setup > Review Cycles (if enabled) and HR Admin > Performance Cycle. These review cycles are filtered in the drop-down list as follows:
- Performance Review Cycles: Review cycles from Performance are shown if their start date or end date falls within the defined compensation period.
- HR Review Cycles: Review cycles configured in HR Admin are shown if their start date is in the same month as the compensation cycle’s start date, and the end date is in the same month or after the end date of the compensation period.
- Filtering the review cycles ensures that employees are compensated based on current performance reviews that were conducted during the compensation period.
- Performance Rating Scale: Select the global rating scale that will be used to show performance ratings in the compensation cycle. Employee ratings are shown using this global scale, even if the review cycle used a different scale, so that all ratings are shown consistently. In this list, only rating scales that are active during the defined compensation period are shown.
- Require Justification: Select or clear the checkboxes to define whether managers are required to enter a justification for incomplete performance reviews (from the Performance feature) when submitting worksheets that use performance-based guidelines. The following options are available:
- For Performance Reviews Pending Manager Submission: Select this checkbox and managers have to enter a justification for employees whose performance review form is in the Pending Manager Submission state.
- For Performance Reviews Pending Approval: Select this checkbox and managers have to enter a justification for employees whose performance review form is in the Pending Approval state. This option is available only when the For Performance Reviews Pending Manager Submission checkbox is selected.
- By default, each of these checkboxes is selected and a warning message is shown to managers in the Submit dialog box for each employee that requires justification. When one or both checkboxes are cleared, Dayforce shows an informational message in the Problems panel for incomplete performance reviews but doesn’t require managers to enter a justification before submitting their worksheets.
- Review Cycles: Select one or more review cycles from which Dayforce will retrieve performance data for employees. Dayforce shows review cycles that were configured in both Performance Setup > Review Cycles (if enabled) and HR Admin > Performance Cycle. These review cycles are filtered in the drop-down list as follows:
- Enter in Worksheets: Managers can manually enter performance ratings for their employees in their compensation worksheets. Dayforce shows the following additional configuration field for this option:
- Performance Rating Scale: Select the rating scale that will be used when managers assign ratings for employees in their worksheets. In this list, only rating scales that are active during the defined compensation period are shown.