How To: Exclude from Modeling

1. Task Definition: Final Approvers and Modeling Managers are able remove an employee role(s) from the entire salary increase modeling process. • In this task – Final Approvers and Modeling Managers are able to ‘exclude ‘ employee roles from the salary increase modeling process. Examples of exclusions include: • Staff terminating before June 30th • Staff transferred or reclassified and merit increase was included in their new salary • Staff in positions designed to receive merit increases at other times of the year • Steps – From the Model and View Pools menu option, select the desired pool • Click on [Model] or [View] the pool depending on who is in control of the pool • Select the employee roles to be ‘excluded’ • From the dropdown box, select ‘Exclude from modeling’ • Click on [Apply to Selected] • Review ‘Validation Warning’ • Click on [Submit Anyway] • To ‘include’ these roles, from the Define My Pools menu option, click on the link under Exclusions • Select those employee roles to ‘include’ • Click on [Include Selected] • E-mail will be sent overnight to all the Pool Managers How To: Exclude from Modeling Only Final Approvers and Modeling Managers are able to perform this task at any time during the salary increase modeling process. To see this in Salary Increase Modeling ...click here.

2. Task: Exclude from Modeling (cont’d) Select the employee role(s) to be excluded from modeling salary changes. From the dropdown box, select ‘Exclude from modeling’. Note: Only Modeling Managers have this option. Click on [Apply to Selected]. Note: The target amount increase will be recalculated based on the removal of these roles. Review the Validation Warning. Click on [Submit Anyway ] to advance to the next slide.

3. Task: Exclude from Modeling (cont’d) To see the ‘Exclusions’ navigate to the ‘Define My Pools’ page; click on the hyperlink to see the employee role(s) excluded. Reminder: The target amount increase will be recalculated based on the addition of these roles. You can ‘include’ these employee roles back to a pool for modeling, at any time, by selecting an employee role(s) and clicking on [Include Selected]. Tip: Once re-included, the role(s) will go the ‘MM’ pool and can be delegated to another pool if desired. Click on [Include Selected] to complete this task.