Processing Steps

Salary Roster Processing Steps – one-step increase on January 1, 2013

Only non-probationary career employees are eligible for One-Step Increase, based on the following criteria:

  • Salary Administration Plan of RX or TX.
  • Career (appt. type 2) and partial-year career (appt. type 7) employees and non-probationary as of 1/1/2013.
  • Employee has a status of (a) active or (b) leave of absence.

When viewing the rosters for the first time:

  • Employees eligible for automatic salary adjustment processing will have no value in the Ineligible Reason Code and Ineligible Reason
  • Employees who have a value in the Ineligible Reason Code and Ineligible Reason columns have been determined to be ineligible and will need to be handled separately as described in step 2 below.
  • Employees who have a HCM future-dated transaction (effective January 1, 2013 or later) will not be processed. We recommend that all future-dated transactions be removed and re-entered after the merit increase appears on the employee's HCM job record.

Converting to Excel: On the far right of the blue bar above the actual roster, there is a spreadsheet icon, next to the "View All" option. Click on that icon, and the roster will immediately create an excel spreadsheet. Name and save the spreadsheet for further analysis.

You must remember to enter information into the merit roster by completing the following process steps.

Suggested steps to follow are below. The first 3 involve eligibility validation of the roster.

  1. Review the roster to ensure it includes all career RX and TX employees in your department, and that the data in HCM is correct. If the roster contains an error, correct the employee's information in HCM. The changes will be reflected the following day in the salary roster.

    Note: To sort the list in a different sequence, click the dropdown arrow on the edit box beside the Sort button and select a different sort sequence. Then click Sort to re-sequence the list.

  2. Review the Inelg column to ensure that any conditions indicated are correct.
    1. The employee's job (appointment) does not have earnings distribution data (No Reg).
    2. The employee has been hired or rehired after 7/1/2013 (SAP1 - No eligible job on 1/1/2013).
    3. The employee's current step rate is already at the maximum step rate for the title (MAXS).

When you are certain your roster is valid, please follow, in order, the following processing steps:

  1. In the Rating column, the default rating is Satisfactory. Please select the appropriate rating for all employees.
  2. To keep track of which employees you have reviewed for performance and appropriate merit increase, click the box in the Checked column at the far left of the roster.
  3. After completing steps 1 through 5, click Save at the bottom left of the page.
  4. As a reminder, if you adjust the performance rating, you must click SAVE after you have completed entering any new performance rating to override the previous entry.
  5. After saving the merit application updates, click the Send Completed Roster button at the top left side of the list. Click Save. You will not receive a confirmation or any indication that the roster has been sent. Don't worry – during the last couple of days the web-based merit roster application is available, HR Compensation will be contacting departments who have not yet successfully submitted their rosters as a reminder of the December 19, 2012 roster submission deadline.

If, after submitting the merit actions, you are aware of an RX and TX employee transferring into your department and the transaction has been entered into HCM prior to January 1, 2013, you should reopen the merit application to see if the employee has been added to the merit roster. If so, complete steps 2 through 7 again.

If you have any questions concerning the salary adjustment process, please call Ann-Marie Odling (amodling@berkeley.edu; 642-0536, for technical HCM issues please contact the HCM helpdesk (hrmshelp@berkeley.edu; 643-4443).