Create compensation calculation batches, allowing you to efficiently run multiple compensation calculations in a single action. This batch workflow includes a side by side comparison to easily identify differences, streamlining updates for salary changes and other compensation adjustments.
To get started, click on Compensation in the website header.
Creating a New Compensation Batch
There are 2 ways to create Compensation Batches.
One way is from the Overview screen. Click on "Create New Batch" to set up a batch of cases that you want to run calculations for.
Another way is from the Compensation Batches screen or click on View all Batches. To add a new Compensation Batch, click on "+".
Adding Items to a Compensation Batch
Once you've given your batch a name, calculation type, entered an effective date, and a reason for the update, click on "Add Calculations" to select the cases to be included in the batch calculation.
Click on "+" beside each case to add them as an item to the Batch Calculation.
You can also use Filters to quickly find and select relevant items to include in the Batch Calculation.
You apply the following filters:
Case Type
Case Status
From Country
To Country
Case Owner
Is VIP
Case Starting Date
Case Ending Date
Tags
Primary Calc Reason
Primary Calc Effective Date
Primary Calc Type Same as Batch
Running a Compensation Batch
Once you have the items selected, you can now run the batch calculation by clicking on "Run Batch".
💡Note: There are indicators when required data is missing to run the batch calculation. Click on "-" to remove an item from the batch calculation.
Once you run the batch calculation, a New Primary Total will be added. You can also keep adding new items to the calculation. Click on "Run Batch" again to calculate the newly added items.
