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 review cycle.

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

Establish eligibility rules

To configure who is eligible for the cycle:

Open an existing compensation review with a status of Not started or Paused.

Select the Eligible employees tab.

In the Eligibility rules section, use the Start with dropdown to choose your starting population. You can choose from the following options:

All employees — All employees are included as the starting pool.

Remove specific departments — Start with all employees and remove those in specific departments.

Remove specific teams — Start with all employees and remove those in specific teams.

Remove specific locations — Start with all employees and remove those in specific locations.

Remove (Custom) — Start with all employees and remove those who match custom criteria. You can establish the criteria using filters or a Carrot query.

Your settings are saved automatically.

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:

Open an existing compensation review with a status of Not started or Paused.

Select the Eligible employees tab.

In the Eligibility rules section, search for an employment status in the Not eligible if employment status is one of the following field.

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.

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:

Open an existing compensation review with a status of Not started or Paused.

Select the Eligible employees tab.

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.

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:

Open an existing compensation review with a status of Not started or Paused.

Select the Eligible employees tab.

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.

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:

Open an existing compensation review with a status of Not started or Paused.

Select the Eligible employees tab.

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.

Select the employee's name in the list.

Your settings are saved automatically.

Review eligible employees

Once you have finished establishing eligibility rules, you can collapse the Eligibility rules section to view employees. Use the Eligibility filter dropdown to switch between Eligible (n) and Ineligible (n) views, where n is the count of employees in each group.

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.

Export eligible or ineligible employees

When you select the View on Data Sheet button, ChartHop creates a Data Sheet view populated with the employees currently shown in the Eligibility filter. 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:

Use the Eligibility filter dropdown to select the group you want to export (Eligible or Ineligible).

Select View on Data Sheet. ChartHop populates a Data Sheet view with the corresponding employees.