How To: Exclude from Modeling

Task Definition: Final Approvers and Modeling Managers are able remove an employee role(s) from the entire salary increase modeling process.

Steps – From the Model and View Pools menu option, select the desired pool•Click on [Model] or [View] the pool depending on who is in control of the pool•Select the employee roles to be ‘excluded’• From the dropdown box, select ‘Exclude

from modeling’• Click on [Apply to Selected]• Review ‘Validation Warning’• Click on [Submit Anyway]• To ‘include’ these roles, from the Define

My Pools menu option, click on the link under Exclusions

• Select those employee roles to ‘include’• Click on [Include Selected]• E-mail will be sent overnight to all the Pool

Managers

In this task – Final Approvers and Modeling Managers are able to ‘exclude ‘ employee roles from the salary increase modeling process. Examples of exclusions include: •Staff terminating before June 30th

•Staff transferred or reclassified and merit increase was included in their new salary•Staff in positions designed to receive merit increases at other times of the year

Only Final Approvers and Modeling Managers are able to perform this task at any time during the salary increase modeling process.

1To see this in Salary Increase Modeling ...click here.

Click on [Apply to Selected].

Task: Exclude from Modeling (cont’d)

2

Click on [Submit Anyway ] to advance to the next slide.

Select the employee role(s) to be excluded from modeling salary

changes.

From the dropdown box, select ‘Exclude from

modeling’. Note: Only Modeling Managers

have this option.

Review the Validation Warning.

Note: The target amount increase will be recalculated

based on the removal of these roles.

Task: Exclude from Modeling (cont’d)

3

To see the ‘Exclusions’ navigate to the ‘Define My

Pools’ page; click on the hyperlink to see the

employee role(s) excluded.

Reminder: The target amount increase will be recalculated

based on the addition of these roles.

You can ‘include’ these employee roles back to a pool for modeling,

at any time, by selecting an employee role(s) and clicking on

[Include Selected].

Click on [Include Selected] to complete this task.

Tip: Once re-included, the role(s) will go the ‘MM’ pool and can be

delegated to another pool if desired.