Establish eligible employees

Eligible employees are all employees whose compensation is available for evaluation within the compensation review cycle. By default, all employees are eligible for the compensation period cycle.

You can establish eligibility rules and exceptions to filter out employees who should not be included as eligible within the compensation review cycle.

To establish employee eligibility, open an existing compensation review with a status of Not started or Paused. Select the Eligible employees tab.

You can establish eligibility for all employees so that no employees are excluded from the compensation review cycle. 

To include all employees in the compensation review:

• In the Eligibility rules & exceptions section, select No one - all employees are eligible. in the Who should not be eligible for this cycle? dropdown list.
• Your settings are saved automatically and all employees are included in the Eligible tab.

You can exclude employees based on their specific department, team, or location. You can also create custom categories of employees to exclude from the compensation review cycle.

To exclude employees based on these specific categories:

• In the Eligibility rules & exceptions section, use the Who should not be eligible for this cycle? dropdown list to select a category of employees to exclude. You can choose from the following options:
• Specific departments - Exclude specific departments from being included in the review. Enter only the departments you do not want to include.
• Specific teams - Exclude specific teams from being included in the review. Enter only the teams you do not want to include.
• Specific locations - Exclude employees located in the specified location. Enter only locations whose employees you do not want to include.
• Custom... - Establish custom criteria for excluding employees. You can establish the criteria using filters or a Carrot query (CQL). 
• Your settings are saved automatically. Employees display either in the Eligible or Ineligible tabs based on your criteria.

You can choose to exclude a specific employment status (for example, part-time employees) so that only employees who are not part-time are included in the compensation review cycle.

To exclude a specific employment status:

1. In the Eligibility rules & exceptions section, search for an employment status in the Not eligible if employment status is one of the following field.
2. Select the employment status you want to exclude. Employees with that employment status are no longer eligible for the compensation review.
   • Your settings are saved automatically. Employees display either in the Eligible or Ineligible tabs based on your criteria.

You can exclude recent hires from being eligible for the compensation review.

To exclude employees with a start date on or after a specific date:

• In the Eligibility rules & exceptions section, choose a date in the Not eligible if start date on or after field. All employees with a start date on or after the chosen date are excluded from the compensation review.
• Your settings are saved automatically. Employees display either in the Eligible or Ineligible tabs based on your criteria.

You can exclude employees who have recently received a raise from being included in the compensation review cycle.

To exclude employees based on the date of their last pay increase:

• In the Eligibility rules & exceptions section, choose a date in the Not eligible if last raise on or after field. All employees with a pay increase established on or after the chosen date are excluded from the compensation review.
• Your settings are saved automatically. Employees display either in the Eligible or Ineligible tabs based on your criteria.

You can choose specific employees to exclude or include in your compensation reviews. For example, you can use this to exclude specific employees who require a separate compensation review process or to include an employee who was hired after the cutoff date.

To exclude or include specific employees:

• In the Eligibility rules & exceptions section:
• Search the name of the employee you wish to exclude in the Exclude specific people field, or
• Search the name of the employee you wish to include in the Include specific people field. 
• Your settings are saved automatically. Employees display either in the Eligible or Ineligible tabs based on your criteria.

Once you have finished establishing eligibility rules and exceptions, you can collapse the section to view all eligible employees within the Eligible and Ineligible tabs.

When you select an employee in the list, the profile summary for that employee displays on the right.

You can also use the checkboxes to select employees in the list and quickly exclude or include them (based on the selected tab).