Guidelines help planners standardize increase across the organization.
They provide the system with rules on how much of an increase planners can give to employees based on certain criteria. If a planner is outside of those guidelines, the system can be set to warn or disallow the submission.
Guideline matrixes or tables can be created in the Admin Center. Navigate to Plan Setup → Plan Details → Guidelines → Create New rule.
Guidelines can also be edited offline using the import / export functionality.
The Guidelines page contains a list of existing guideline rules.
Each one of these rules applies to a different compensation program (Type)
Within each rule are a series of formula
Each rule has its own criteria and settings
It is possible to create a guideline model to fit a target budget. A topic on compensation modeling is discussed later in this unit.