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How Can I Plan For Merit Increases In Adaptive Planning?

Question

I'm new to Adaptive Insights, and I'm not sure how to enter merit increases for my employees.  Can I make this change via the Personnel Sheet, or can I do that some other way.

Answer

There are several different ways to plan for merit increases in the Personnel Sheet. The best option will depend on how the merit increases are being granted. All models calculate employee raises differently based on the organization's requirements. Here are just few different ways that merit increases can be calculated in a model.

How to give all employees the same percentage increase on their respective anniversary dates:

This option would require the use of an assumption (ASSUM.RaisePct) to enter the global increase percentage and a date column to reference the employees' start dates (ROW.SartDate). The formula would be similar to the one below. 

if(versionmonth(this) > 0 and ROW.Headcount>0 and versionmonth(this)-versionmonth(ROW.StartDate) > 1 and fiscalmonth(this)=fiscalmonth(ROW.StartDate),ROW.PayRate[time=THIS-1]*ASSUM.RaisePct, 0)

 

How to give all employees the same percentage increase in the same month:

This option would require the use of an assumption (ASSUM.RaiseMonth) to enter a flag for the month in which the increase should occur. For example, entering a 3 in March would initiate an increase in March if the fiscal year begins in January. Another assumption (ASSUM.Raisepct) would need to be created for an Admin to enter the global increase percentage. The formula would be similar to the one below. 

if(versionmonth(this)>0 and ROW.Headcount>0 and versionmonth(this)-versionmonth(ROW.StartDate)>1 and ASSUM.RaiseMonth=fiscalmonth(this), ROW.PayRate[time=THIS-1]*ASSUM.RaisePct, 0)

 

How to give all employees the same percentage increase on individual dates specified for each employee:

This option would require the use of an assumption (ASSUM.RaisePct) to enter the global increase percentage and a date column to reference the date in which the employee should receive a raise (ROW.RaiseDate). The formula would be similar to the one below. 

if(versionmonth(this)>0 and ROW.Headcount>0 and versionmonth(this)-versionmonth(ROW.StartDate)>1 and fiscalmonth(this) = fiscalmonth(ROW.RaiseDate),ROW.PayRate[time=THIS-1]*ASSUM.RaisePct, 0)

 

How to give all employees individual percentage increases in the same month:

This option would require the use of an assumption (ASSUM.RaiseMonth) to enter a flag for the month in which the increase should occur. For example, entering a 3 in March would initiate an increase in March if the fiscal year begins in January. A number column set to display as a percentage (ROW.Raisepct) would also need to be created for an Admin to enter the increase percentage for each employee. The formula would be similar to the one below.  

if(versionmonth(this)>0 and ROW.Headcount>0 and versionmonth(this)-versionmonth(ROW.StartDate)>1 and ASSUM.RaiseMonth=fiscalmonth(this), ROW.PayRate[time=THIS-1]*ROW.RaisePct, 0)

 

How to give all employees individual percentage increases in individual months:

This option would require the use of a date column (ROW.RaiseDate) to enter the dates on which an increase should occur. A number column, set to display as a percentage (ROW.Raisepct), would also need to be created for an Admin to enter the increase percentage for each employee. The formula would be similar to the one below. 

if(versionmonth(this)>0 and ROW.Headcount>0 and versionmonth(this)-versionmonth(ROW.StartDate)>1 and fiscalmonth(this) = fiscalmonth(ROW.RaiseDate),ROW.PayRate[time=THIS-1]*ROW.RaisePct, 0)