Promote Employees in Compensation

Role feature access: Compensation > Promotions

When a compensation cycle is configured to allow promotions, Dayforce shows the Promote button in the worksheet toolstrip. You can select an employee and click Promote to assign a new job assignment and primary location, and enter a reason for the promotion.

The Promote dialog box also shows a salary or hourly rate comparison which allows you to compare the pay details of the new job assignment with the old one.

To promote employees in Compensation:

1. Open a compensation worksheet that's configured to allow promotions.
2. Select the employee that you want to promote.
3. Click Promote.
4. In the Promote dialog box, in the New Value column, define the details of the promotion by entering a value in the Job Assignment and Primary Location fields for the employee. The Primary Location drop-down list shows only the locations that you have access to.
5. Important: If you want to promote an employee to a job assignment in a primary location that you don't have access to, a senior manager with access to that location or a compensation administrator must initiate the promotion for you in the worksheet. Compensation administrators can initiate promotions even if the worksheet is still pending manager input.
6. Note: If your organization uses Position Management and you select an employee with a position, the Position, Job Assignment, and Primary Location fields show.
5. (Optional) If the Business Title field shows, enter a new business title for the employee to go along with the promotion. This field only shows if the Enable Business Title client property is selected in the Employee section of the Properties tab of System Admin > Client Properties.
6. Note: This field doesn’t show if your organization uses Position management.
6. (Optional) Enter comments in the Justifications section to provide a reason for the promotion. These comments are shown along with your name and the date as part of a promotion event when you click the note icon () next to the employee's name in the worksheet or in the Submit dialog box.
7. Click Promote. The new job assignment is recorded below the old job assignment in the Job Assignment column of the employee list.
8. Click Save as Draft to save the promotion and update the fields in the worksheet to reflect the new job assignment. When a change occurs to the primary location, compa-ratio, or range penetration values, Dayforce shows the new data below the old data in the corresponding columns of the worksheet.
9. Further, validation for salary increases is based on the pay grade of the new job assignment rather than the old one, so if the new pay grade allows it, you can allocate a larger salary increase for the promoted employee. If the lump sum functionality is enabled, these salary increases could trigger a lump sum calculation based on the max salary point of the new job assignment’s pay grade.
10. Note: Guidelines for salary increases and bonuses are still based on the pay grade of the old job assignment, because they’re meant to measure the employee's performance while they were in their old job assignment.

After the employee is promoted, the Promote button is no longer available for them in the worksheet. You can click the Job Assignment field next to the employee's name in the worksheet to view the promotion details.

You can undo the promotion at any time before submitting the worksheet by clicking Unpromote in this dialog box, and then clicking Save as Draft.

Note: When you unpromote an employee, their new salary value is validated again based on the old job assignment's pay grade.