To Delegate Parts of Your Pool to Others

To delegate parts of your pool to others:

Go to https://www.sas.upenn.edu/sashr/content/sections/sas-hr-programs/merit-increase-program and click on “Salary Increase Portal”

1. The pool manager uses his/her PennKey and Password to enter into the PennWorks salary increase modeling tool.

2. Click “Define My Pools” link ( on left)

3. Click “Create Pool” button

4. Choose “Parent” from drop-down list- (which is your current pool)

5. Go to “Name” box and create a name for the new sub-pool

6. Go to “Manager” box and name the manager (person to whom you will be delegating)

7. “Manager May View Ratings” --If there is a check in this box the newly assigned manager will be able to see performance ratings (current and history). – This is sensitive data that should only be viewed by appropriate supervisors or managers. To prohibit this access remove the check from the box.

8. Adjust “Target % Increase” if applicable. Your parent target % cannot exceed 2.75%.

9. Click “Add Employee Roles to the Pool” button

10. Click “Find” button on bottom left of page

11. Scroll down and select staff members that you want to delegate to the pool you are creating by toggling a check mark in the box

12. Click “Add Selected to Pool” button

13. Click “OK” button in pop-up box

14. Click “Back to Pool” button on bottom left of page

15. Scroll down to review accuracy of list

16. Click “Submit” button on bottom left of page

17. Click “OK"

You have now created a new pool. An email will be sent overnight that informs the newly assigned pool manager that they have been given the pool. That person will then be able to go into the program and set salary adjustments for assigned staff. These salary adjustments will come back to the overall pool manager for final approval.