How to create a Frozen Planning Manager for Compensation Planning

[LisaBranham]

Our company has always used the Second Manager job relationship as a 'frozen manager' during our Compensation Planning. Recent upgrades (in 2022) have it made it where if someone changes positions, it now auto updates the job relationship of Second Manager to the new Manager as a part of Take Action. We need a way to freeze employees into the Manager's worksheet they were on at launch, regardless if they change Managers or not. The only time they should move to a new/different worksheet is if their current Manager is separated from the company. Looking to see if anyone has a solution for this since the one we have been utilizing since we implemented years ago no longer works. I also want to note that we do not use approvals, so this solution is simply to ensure the planner for the employee remains the same throughout the cycle.

[Former Member]

Employees do not move from the form on which they were when the forms were created unless the "Move employee’s compensation data from old manager to current manager." option is selected in the "Update All Worksheets" admin action (or during an automated background job that does the same thing).

[LisaBranham]

Thanks for the quick response, Philip! Is this a new feature? I am only asking since last year our employees moved to different worksheets when their Second Manager job relationship was updated and I definitely did not have a check box like this selected.

[Former Member]

Nope, this has been around for years

[LisaBranham]

Sorry - I'm not sure if this comment will appear twice as I don't see the one I posted prior, but since this doesn't seem to be working correctly for us, do you think it could be because we are using the Second Manager hierarchy versus the standard? I'm not sure what else could be causing people to move worksheets.