UKG: Salary Planning

Video Training

How to complete salary plans in UKG (5 min)

IN THIS ARTICLE

View Salary Planning Worksheets
Allocate Compensation
Add, Edit, Delete Comments

View Salary Planning Worksheets

Follow these steps to locate your assigned salary planning worksheet:

  1. Log into UKG using your Austin Stone google account. 
  2. Navigate to Menu > My Team > Compensation > Salary Planning
  3. Select the Annual Merit Review for this calendar year. If no Review appear, click the search button to refresh the page.
  4. The salary planning worksheet will open in a new window or tab.

Allocate Compensation

The salary planning worksheet contains an employee listing from your department. For each employee you will see:

  • Job title
  • Current salary
  • Salary range for their role
  • Performance rating from their annual review

To allocate compensation for an employee's annual increase, complete the following:

  1. Locate the employee's Annual Salary and note where it falls within the Salary Range for the role.
  2. Review the employee's Performance Rating which has carried over from the Annual Review. 
  3. The Merit Guideline columns display the salary increase range that the employee is eligible to receive based on their Performance Rating.
  4. Moving to the Merit Budget area of the worksheet, click on the Amount box and enter the dollar amount from the recommended range that you want to give to this employee. 
  5. If your employee moved into a new staff role this year, or they were hired within the fiscal year, you will see that the worksheet automatically prorates the salary increase according to our proration schedule.
  6. Optional: You may add a comment in the Comments column to communicate to the Executive Team your reasoning for the pay increase that you chose. (see below for more details)
  7. Repeat these steps for each employee listed on the worksheet. It may be wise to periodically save while working if you have a long employee listing.
  8. If you will not complete the worksheet in one sitting, be sure to click save in the top right corner. 
  9. Once the worksheet is complete, select Submit in the top right corner. This will send the review on to your Division Head.

There's a Yellow Warning...
The dollar amount box will turn yellow and a warning will appear at the top of the page, if you enter an amount that is outside of the recommended range. You will need to adjust the dollar amount to be within the range.
There's no recommended range in the Merit Guideline...
Employees that are already paid at the top of their salary range are ineligible for an annual increase, since they cannot exceed the salary range for their position. Simply leave the Merit Budget amount as $0.

Add, Edit, Delete Comments

Salary worksheets allow reviewers and approvers to add, edit, view, and delete comments that apply to both the overall worksheet and individual employees. 

Do note the following:

  • Anyone with access to the worksheet can see the comments.
  • Comments are limited to 500 characters per comment.
  • A comment can only be edited or deleted by the person who added it.
  • Worksheets must be distributed for the ability to add comments to be available.
  • Once the salary plan is submitted, comments can no longer be changed.
  • Comments cannot be audited or reported on and are not retained after deletion.
  1. To add a comment for the overall worksheet:
    1. In the gray Show Details bar at the top of the worksheet, select Add General Comments to the far right.
    2. Enter comment in the text box.
    3. Select Save.
  2. To add a comment for an individual employee:
    1. Select Add in the Comments column next to the employee's name.
    2. Enter comment in the text box.
    3. Select Save.
  3. To edit a comment for the overall worksheet:
    1. In the gray Show Details bar at the top of the worksheet, select General Comments to the far right.
    2. Scroll down to the desired comment, and select Edit.
    3. Make changes to the comment in the text box.
    4. Select Save.
  4. To edit a comment for an employee:
    1. Select (#) in the Comments column next to the employee's name.
    2. Scroll down to the desired comment, and select Edit.
    3. Make changes to the comment in the text box.
    4. Select Save.
  5. To view a comment:
    1. For the overall worksheet, in the gray Show Details bar at the top of the worksheet, select  General Comments to the far right.
    2. For individual employees, select (#) in the Comments column next to the employee's name, and scroll down to see previously entered comments.
  6. To delete a comment for the overall worksheet:
    1. Select General Comments (#) in the Show Details bar of the worksheet.
    2. Scroll down to the desired comment, and select Delete.
  7. To delete a comment for an individual employee:
    1. Select (#) in the Comments column next to the employee's name.
    2. Scroll down to the desired comment, and select Delete.