Best Practices for Combining Promotion and Annual Merit Increases

Hi everyone,

I’d like to understand the best practices for integrating promotions with an annual merit increase plan. Specifically, should we create a separate "Promotions" task type (worksheet display), or should we use only the Compensation type and manage both within it?

In our case, the customer provides annual salary increments to eligible employees based on their performance rating and salary quartile. To handle this, I have set up a worker-level budget and eligibility rules at the plan level.

Additionally, they want to promote some employees who are already eligible for the merit plan but meet additional promotion-specific criteria