Establish eligible employees

Eligible employees are all employees whose compensation is being evaluated 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.

Include all employees

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:

1. Open an existing compensation review with a status of Not started or Paused.
2. Select the Eligible employees tab.
3. In the Eligibility rules 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.

Exclude specific categories of employees

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:

1. Open an existing compensation review with a status of Not started or Paused.
2. Select the Eligible employees tab.
3. In the Eligibility rules 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. 
4. Your settings are saved automatically. Employees display either in the Eligible or Ineligible tabs based on your criteria.

Exclude a specific employment status

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. Open an existing compensation review with a status of Not started or Paused.
2. Select the Eligible employees tab.
3. In the Eligibility rules section, search for an employment status in the Not eligible if employment status is one of the following field.
4. 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.

Exclude employees who started on or after a specific date

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:

1. Open an existing compensation review with a status of Not started or Paused.
2. Select the Eligible employees tab.
3. In the Eligibility rules 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.

Exclude employees based on the date of their last raise

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:

1. Open an existing compensation review with a status of Not started or Paused.
2. Select the Eligible employees tab.
3. In the Eligibility rules 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.

Exclude or include specific employees by name

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:

1. Open an existing compensation review with a status of Not started or Paused.
2. Select the Eligible employees tab.
3. In the Eligibility rules section, search for the employee you want to exclude or include in the Exclude specific people or Include specific people fields.
4. Select the employee's name in the list.
   • Your settings are saved automatically. Employees display either in the Eligible or Ineligible tabs based on your criteria.

Review eligible employees

Once you have finished establishing eligibility rules, you can collapse the Eligibility rules 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).

Export eligible or ineligible employees

When you select the View on Data Sheet button, ChartHop creates a Data Sheet view that is populated with all Eligible or Ineligible employees (depending on the tab you have currently selected). You can then export that list as a .csv file to share with others outside the compensation review cycle configuration.

To export a .csv file of eligible or ineligible employees:

1. In the Employees section, select the tab for the employees you want to export (either Eligible or Ineligible).
2. Select View on Data Sheet. ChartHop populates a Data Sheet view with the corresponding employees.
3. In the Data Sheet, select the Edit ▼ dropdown menu.
4. Select Export CSV.
5. Configure the export options and select Export.