Merit guidelines and rules

Guide managers' proposals with conditional rules, warnings and automatic suggestions.

Written By Karl

Last updated About 9 hours ago

Rules turn your merit guidelines into checks and suggestions on the worksheet, for example "high performers below the band midpoint get 3–5%".

Who can do this: Administrators.

Where: a merit cycle → Settings → Rules & Strategies.

Add a rule

Select Add rule and choose the rule type (see the table below).
Under Only apply when, add conditions, such as performance rating, compa-ratio, tenure, job level, pay gap %, current salary, country or custom fields. Leave empty to apply to everyone.
Choose the component the rule applies to.
Choose the Enforcement: Warn lets the manager continue; Block stops submission.

Rule	What it does
Max increase % / Min increase %	Sets an upper or lower limit as a percentage.
Increase range %	Sets both limits.
Max increase amount	Sets an upper limit as an amount.
Fixed increase %	Gives everyone matching the same increase.
Auto-suggest increase	Pre-fills a suggested increase on the worksheet.
Rounding	Rounds proposed amounts.
Zero-increase justification	Requires a justification when a manager proposes no increase.
Annual increase cap	Limits the total increase over 12 months, including changes made outside the cycle.

To show suggestions on worksheets, turn on Show suggestions (it pre-fills proposed values based on rules) in Worksheet Configuration.
If you add or renumber job grades, check rules that compare level numbers. Evenpay warns you when this applies.
Using compa-ratio and pay gap in conditions helps you direct increases where they close gaps.
Rule and condition names are shown in English in every language for now.

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