Compensation Cycle

Metrics used on this page

• Adj Spend

  CompPlanning · Additional Adjustment · $#,0

  USD additional-adjustment dollars; 0 when the Addl Adjustments toggle is Exclude.

• At or Above 1.10 (Post-Cycle)

  PlanBudget · Review Gate · #,0

  Employees at or above 1.10 of range midpoint, post-cycle.

• Below 0.90 (Post-Cycle)

  PlanBudget · Review Gate · #,0

  Employees with compa-ratio below 0.90 of range midpoint, post-cycle (promoted excluded).

• Check: Arithmetic Reconciliation

  PlanBudget · Review Gate · General

  Within tolerance when headcount, spend and FX tie-outs are each within the TieOut Tolerance; otherwise Outside tolerance. Coverage disclosures (unrated, promoted-excluded) are separate, not checks.

• Check: Dept Tie-Out (Headcount)

  CompPlanning · Checks · #,0

  Sum of department headcounts − total headcount. Must be 0.

• Check: Dept Tie-Out (Total Spend)

  CompPlanning · Checks · $#,0.00

  Sum of department total spend − total spend. Must be 0.

• Check: FX Variance (Merit)

  CompPlanning · Checks · $#,0.0000

  Σ local merit × FX rate (row level) − Merit Spend (USD column). Must be ≈ 0.

• Count Promoted

  CompPlanning · Promotion · #,0

  Employees flagged for promotion.

• Count Rated

  CompPlanning · Headcount & Rating · #,0

  Employees with a performance rating (unrated excluded).

• Coverage Text

  PlanBudget · Report Views · General

  Coverage line: unrated, promoted-excluded, and reconciliation status in words.

• Departments Outside Threshold

  PlanBudget · Review Gate · #,0

  Departments whose |plan variance %| exceeds the Variance Tolerance. Sensitive to the assumed threshold — always quote the threshold beside it.

• Differentiation Ratio (High vs Meets)

  PlanBudget · Differentiation · 0.00"×"

  Merit Avg Increase (High Performers) ÷ Merit Avg Increase (Meets). Below the DifferentiationMin parameter (default 1.5×) the merit budget is barely rewarding performance.

• Differentiation Verdict

  PlanBudget · Differentiation · General

  Banded reading of the ratio (never a fake precision %): Weak / Adequate / Strong against the DifferentiationMin and DifferentiationStrong parameters; blank when there is no ratio.

• Gross Over Plan

  PlanBudget · Review Gate · $#,0

  Sum of positive department plan variances (what departments overspent), before netting.

• Gross Text

  PlanBudget · Report Views · General

  Offsetting-departments sentence with gross over/under and the assumed threshold.

• Gross Under Plan

  PlanBudget · Review Gate · $#,0;($#,0)

  Sum of negative department plan variances (what departments underspent), before netting. Negative number.

• Headcount

  CompPlanning · Headcount & Rating · #,0

  Employees in the filtered group (everyone in the cycle, whether or not they received an increase).

• Headline Text

  PlanBudget · Report Views · General

  Bounded headline: spend vs plan and the differentiation verdict.

• Merit Avg Increase

  CompPlanning · Merit · 0.0%

  Merit Spend ÷ Merit Base — a true weighted average increase for recipients.

• Merit Avg Increase (High Performers)

  PlanBudget · Differentiation · 0.0%

  Merit Avg Increase for employees rated 4–5.

• Merit Avg Increase (Meets)

  PlanBudget · Differentiation · 0.0%

  Merit Avg Increase for employees rated 3.

• Merit Base

  CompPlanning · Merit · $#,0

  Merit-eligible earnings (USD) of employees who received a merit increase.

• Merit Spend

  CompPlanning · Merit · $#,0

  Sum of USD merit increase amounts.

• Plan Budget (Merit)

  PlanBudget · Plan · $#,0

  Finance merit budget for the department × population cells present in the filtered group.

• Plan Budget (Other)

  PlanBudget · Plan · $#,0

  Finance additional-adjustment budget; 0 when adjustments are excluded.

• Plan Budget (Promo)

  PlanBudget · Plan · $#,0

  Finance promotion budget for the cells present in the filtered group.

• Plan Budget (Total)

  PlanBudget · Plan · $#,0

  Merit + Promo + Other budget (Other only when adjustments are included).

• Plan Variance %

  PlanBudget · Plan · 0.0%;(0.0%)

  Plan Variance (Total) ÷ Plan Budget (Total).

• Plan Variance (Total)

  PlanBudget · Plan · $#,0;($#,0)

  Total Spend (All Types) − Plan Budget (Total). Positive = over plan.

• Promo Spend

  CompPlanning · Promotion · $#,0

  Sum of USD promotion increase amounts.

• Review Status Text

  PlanBudget · Report Views · General

  Status line: total versus plan, how many departments are outside the ASSUMED tolerance band, and that the policy is unconfirmed (an assumed tolerance is never shown as a verified pass).

• TieOut Tolerance

  PlanBudget · Review Gate · 0.00

  Accepted absolute difference for arithmetic reconciliation checks (parameter).

• Total Spend (All Types)

  CompPlanning · Total · $#,0

  Merit + Promotion + Adjustment spend (adjustment is 0 when excluded).

• Unrated Employees

  CompPlanning · Headcount & Rating · #,0

  Headcount minus rated employees (data-quality visibility).

• Variance Tolerance

  PlanBudget · Review Gate · 0.0%

  Review threshold for department spend vs plan (parameter; ASSUMED ±3%, policy unconfirmed).