KPI Matrix Reference Public

Salary Progression

Reference & Standards Salary Progression The module's most strategic output: a transparent, auditable path from a performance rating to a salary-step change. It follows the…

Guide version: r1 Module version: 1.4.0 Updated: 2026-07-22 Estimated time: 5 min 2 views
Reference & Standards

Salary Progression

The module's most strategic output: a transparent, auditable path from a performance rating to a salary-step change. It follows the standard merit-matrix / step-progression model — and it's advisory at every turn.

⚠️
Recommendation, never override. The KPI Matrix proposes; a human disposes. A recommendation has to be approved by a manager, and approval only creates a draft salary-history record that then follows your normal payroll approval. No pay ever changes automatically.

The model in one picture

Composite score
1.00–5.00
Rating band
Outstanding…Unsat
Step change
+2 / +1 / 0
Priced to grade
new salary
Approve
draft pay record

Rating → step change

Each rating band maps to a default step change and, for sustained performance, a consecutive-rating bonus. All of it is configurable, but the shipped defaults are:

RatingStep changeFlagConsecutive rule
Outstanding+2merit-bonus eligible3× in a row → grade-promotion eligible
Exceeds+13× in a row → one extra step
Meets0
Needs Improvement0PIP triggered2× in a row → salary-freeze flag
Unsatisfactory0mandatory PIP2× in a row → demotion review
ℹ️
Step changes are capped by a configurable maximum (default +2) so no single cycle can over-promote. Poor ratings never cut pay by default — they hold the line and flag a PIP; demotion is a deliberate, separately-enabled policy.

How a step becomes a salary

ERPat salaries sit on a grade / step structure. A grade is a band with a minimum, a maximum, a number of steps, and a per-step increment. A step change moves the employee along that band:

new_step   = current_step + step_change            (floored at 1, capped at grade's total steps)
new_salary = grade.min_salary + (new_step − 1) × grade.step_increment
new_salary = min(new_salary, grade.max_salary)     (never exceeds the band ceiling)

The engine reads the employee's real current grade, step and salary, applies the change, prices the new step, and records the peso difference and percentage — all captured in the recommendation's computation log.

Rewarding sustained performance

One great cycle earns a step; three great cycles earn more. The engine looks back over an employee's recent finalized cycles and counts consecutive same-band ratings:

Outstanding × 3 promotion

Three Outstandings in a row flags grade-promotion eligibility — the employee can move to the first step of the next grade rather than just climbing steps.

Exceeds × 3 extra step

Three Exceeds in a row adds one bonus step on top of the normal +1.

Needs Improvement × 2 freeze

Two weak cycles in a row flag a salary freeze — no step change even if the rating ticks up.

Unsatisfactory × 2 demotion review

Two Unsatisfactory cycles flag a demotion review for HR to consider.

Worked example

Maria Santos, developer, Grade 3 Step 3 (₱37,500/mo; ₱3,750 per step), scores 4.62 Outstanding — her third Outstanding in a row.

Current
Grade 3 · Step 3
₱37,500 / mo
Recommended
Grade 4 · Step 1
₱45,000 / mo · +₱7,500 (+20%)
1. Rating band       : Outstanding (4.62 ∈ 4.50–5.00)
2. Step change       : +2
3. Consecutive check : 3× Outstanding  →  grade-promotion eligible
4. +2 puts her at Step 5 (grade ceiling) → promote to Grade 4, Step 1
5. New salary        : ₱45,000  (Grade 4 min)
   Increase          : +₱7,500 / mo  (+20.00%)
   Flags             : merit_bonus_eligible, grade_promotion

Edge cases & safeguards

If someone has a salary but no grade assignment, the module can't price a step. It flags the case for manual review rather than inventing a number — HR assigns a grade or handles it outside the KPI flow.
If a step increase would exceed the grade's top step, the engine either promotes to the next grade (when grade-promotion is warranted/allowed) or caps at the max step and flags at_grade_ceiling. If already at the highest grade, it caps and flags accordingly.
Occasionally the first step of the next grade equals the current salary. The recommendation still surfaces it (flagged), so a reviewer can choose to start the employee a step higher in the new grade.
To stop quarterly reviews stacking into an outsized annual jump, a configurable annual step cap limits total steps granted in a calendar year; the recommendation notes when the cap trimmed the change.
By default step changes are never negative — poor performance holds pay and flags a PIP. Explicit demotion is a separate, off-by-default policy that requires additional approval.

The approval workflow

  1. Generated

    On calculation (with salary auto-trigger on), a recommendation is created per employee as Pending.

  2. Reviewed

    A manager opens Recommendations, reads the score, rating, step change and new salary, and decides.

  3. Approved

    Approved creates a draft salary-history record with a reason tied to the KPI cycle and rating — then it follows the normal payroll approval flow. An audit-log entry is written.

  4. Rejected

    Rejected records the decision and creates no salary record. Also audit-logged.

Why this matches industry practice

Merit matrix

Mapping a performance rating to a defined increase is the classic merit-increase matrix — here expressed as salary steps so raises stay inside governed grade bands.

Pay-for-performance, governed

Increases are tied to measured performance and bounded by grade ceilings and an annual cap, so pay stays equitable and within budget.

Human-in-the-loop

Every change is a recommendation a manager approves, with a full audit trail — the defensibility HR needs for compensation decisions.

Sustained-performance recognition

Consecutive-rating bonuses reward consistency, not a single lucky quarter — and consecutive weakness triggers PIPs early.

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Where next? Action recommendations on the Recommendations page, or see the rating that drives them on Scoring & Rating Bands.
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