How To: Review a Pool

Task Definition: Examine the pool delegated to you throughout the entire modeling process.

Steps – From the Home page or Model and View Pools on the menu option, click the link or select the desired pool•Note the Approval Summary•Note the Pool Statistics• Review the following: – Submit By– Target % Change– Target Amount Increase– Current Salary Total– Target Salary Total

•From here you can review the ‘Individual History’ by clicking on the ‘Role’ of the employee

In this task – Pool Managers are able to ‘view’ pools to see if the appropriate employee roles are assigned, as well as reviewing the Pool Statistics which includes the target % and amount available. In addition, you can view the individual history of the employee role which includes: •Appt Hours•Years in Role•Status•History of the pool activity• Pay and Ratings History

Also note the ‘Submit by’ date for modeling and approving the pool.

1To see this in Salary Increase Modeling ...click here.

Task: Review a Pool (cont’d)

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Click on [View] to advance to the next slide.

From the Find Pools to Model or View

page, select a filter; click on [Find].

Note the summary of pool activity below,

including # of Employee Roles and the # To Be Entered.

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Task: Review a Pool (cont’d)

Click on [ADMIN COORDINATOR]

to advance to the next slide.

Click on the Role for the employee, to view the History of actions taken on this role.

Note the Approval Summary at the top which includes the ‘Status’ of the pool.

Note the Pool Statistics. This pool has not yet been

‘modeled’.

From the dropdown box the Modeling Manager and/or the

Pool Manager can ‘Remove for pool reassignment’ (see ‘Role Reassignment How To’).

From the dropdown box, only the Final Approver or Modeling

Manager has the option to ‘Exclude from modeling’ employee roles.

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Click on [Back] to complete this task.

Task: Review a Pool (cont’d)

Note the Appt. Hours, the Years in Role and

the Status of the employee.

Note the ‘Modeling’ history.

Note the ‘Pay and Ratings History’.