Understanding the Promote Action in the Actions Menu

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The Promote action enables you to initiate promotions with precise control over start dates and compensation adjustments.

Note:
Start dates for promotions must fall between the Position start date + 1 and the scenario's end date.

How To Promote an Employee

To promote an employee, do the following:

Navigate to Maintenance > Workforce > Workforce Planning Setup. You will be on the Employees tab.
Select the Scenario and Budget Entity. The employee roster displays all the employees.
Search for the employee and click the Employee Number link from the employee roster to open the employee profile. The employee profile appears.
On Employee Profile, click the Actions Menu and select the Promote option. The Promotion pop-up appears.
Enter the following details in the pop-up:
1. Promotion date in the Date field.
2. Updated Salary in the New Annual Salary field.
3. New position in the New Position Description field.
  Note:
  You cannot select the current date. The calendar allows selection from the day after the Position Start Date, up to the scenario end date, regardless of the current date.
Click Proceed. An employee profile with the new position is created and you will see:
1. The disabled Actions menu
2. An updated Position Description
3. An updated Annual Salary
4. A Promotion label with the following values:
  1. Schedule: This shows the date selected for promotion.
  2. Previous Salary: This shows the previous salary.
  3. The Position field will now have the newly created position.
Click Save to confirm your changes.
Note: You can see the Actions menu now enabled.
Click the Back button to go back to the employee roster and search for the same employee for whom you have applied the promotion action.
Open the employee profile and you can see the Promotion label but with the Update Promotion Details icon next to it.
1. You can also go to the original profile by clicking on the Position field and selecting the old position. You will be directed to the original profile.
  Note:
  At this stage, along with the Actions menu, Save&New, and Save options will be disabled on this original employee profile and you cannot perform any other actions on this employee profile except editing the Promotion.
  Important:
  You cannot revoke a promotion. However, you can delete positions or employees to revert the promotion.

How to Edit the Promotion

To edit the promotion date, do the following:

Navigate to Maintenance > Workforce > Workforce Planning Setup. You will be on the Employees tab.
Select the Scenario and Budget Entity. The employee roster displays all the employees.
Search for the employee and click the Employee Number link from the employee roster to open the employee profile. The employee profile appears.
Note: The Actions menu, Save&New, and Save options will be disabled.
Click on the Update Promotion Details icon to edit the promotion date. The Update Promotion Details pop-up appears.
Modify the promotion date and the New Annual Salary (if required) and click Update.

You will be on the employee profile with the new position (which was created when the Promotion action was performed) and the Promotion Date and Annual Salary values are updated. Note that the Previous Salary value does not change.
Click Save to confirm your changes. The Actions menu is enabled.
Click the Back button to return to the roster and search for the original employee for whom you have applied the transfer date.
Click the Employee Number link to view the original (old) employee profile, which has:
1. A Promotion label with the new or updated scheduled promotion date. An Update Promotion Details icon next to the scheduled date, allowing you to edit it.
  Note:
  At this stage, the Actions menu, Save & New, and Save options are disabled.
  You can also go to the original profile by clicking on the Position field and selecting the old position. You will be directed to the original profile.