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Make Performance Rating Editable in Variable Pay Form

former_member39061
Discoverer
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Does anyone here have this similar scenario in their organization wherein a certain population of people is not covered by the Performance module? For example, all employees who are hired in September and onwards each year don't have a performance rating. But they will be part of the Variable Pay program.

As a consequence, the standard totalIndividualRating field in Variable Pay form will appear as 'unrated' for these people. What we need is to be able to change the performance rating to another value in the Variable pay form manually (if there is no automatic way available). The standard totalIndividualRating field in Variable Pay currently is not editable. Custom field with link to totalIndividualRating in the formula is not an option since field with formula should always set the Read-only to "Yes".

Would like to learn if there is a best practice for this situation or how it is addressed, if there's a similar case in your organization.

Accepted Solutions (1)

Accepted Solutions (1)

xavierlegarrec
Product and Topic Expert
Product and Topic Expert

Hi abigail_lapuz_00

Guidelines in Variable Pay support custom fields (since 1H 2021 release I believe).

I have never tried this myself but I believe the following would work:

  • Add a new custom field with rating values coming from a MDF custom object at the entry level of VP template and make it only visible to Comp Admin.
  • Build another column with an if-then rule (if there is a rating selected in the MDF then select that for guidelines, otherwise select the standard rating).

The only drawback is that you wouldn't be able to make this visible only for employees with an unrated rating, it will show for everyone which is why I think it should only be made visible to Comp Admin.

All the best,

Xavier

Answers (0)