Before You Begin: Values in the guideline matrix are entered either as a percentage or a flat amount, depending on your selection in the Guideline Type field. For amount-based guidelines, you should ensure that the entered values are reflective of the Guideline Amount Type selection.
In Compensation Setup > Guidelines, when you select Performance Rating and Range Penetration or Performance Rating and Compa Ratio in the Criteria section and click Generate in the Guideline Matrix section, Dayforce shows a table in which you can configure the guidelines that factor in both the employee’s salary range penetration and performance rating or compa-ratio and performance rating. This table includes the following columns:
- Range Penetration or Compa-Ratio (depending on the selected criteria)
- Performance
- Guidelines
- Override
In the Range Penetration or Compa-Ratio column, you can define different compensation levels in the guideline based on employees’ range penetration or compa-ratio.
You can define the range for each level of the Range Penetration or Compa-Ratio column by entering a value in the Max field and selecting an operator in the corresponding drop-down list. When you enter a value in the Max field, the Min field in the row below gets automatically populated with the same value. This value indicates that the start of the range level is either greater than or equal to, or greater than, the value that you entered (depending on the operator that you selected).
For example, if you enter 10 for the first level and select the less than operator (
), Dayforce automatically populates the first value in the next level as greater than or equal to 10:
You can specify guideline values for the performance ratings based on the range penetration or compa-ratio level.
If you selected Range in the Value Type drop-down list, Dayforce shows the Min and Max fields under the Guidelines column. Enter a number in the Min and Max fields to define the range of the guideline value for each performance rating and range penetration or compa-ratio level in the matrix.
If you selected Single in the Value Type drop-down list, Dayforce shows a single field in each row under the Guidelines column. Enter a number in each field to define the guideline value for each performance rating and range penetration or compa-ratio level in the matrix.
The following example shows a Performance Rating and Compa-Ratio guideline matrix with two compa-ratio levels and a three-point performance rating scale. With this guideline matrix, the guideline value would be 5.5% for an employee with a compa-ratio of 12% and a “Good Fit” performance rating: