TM Licensing Rules
Applicable Product:
TM Products - Compensation, Performance, Succession
Applicable Release:
All
Detailed Information:
User License Definition
The license count will use the higher number of these counts:
- The total number of employees within the Customer organizations that are permitted to access and use TM/the system (Users/Lives)
- for which TM is utilized (Participants) - see details below
Compensation
A license is any unique Employee ID (EEID) that has been initiated into a Compensation plan as a Plan Participant (salary, off-cycle, bonus, stock, or total compensation) during the calendar year.
- If an employee is initiated into two or more processes in the year they will only count once.
- Inactive employees are included in this count if they are added to a plan as a plan participant for compensation planning.
Performance
A license is any unique EEID that has been initiated into a Performance plan (goals and/or evaluation workflows) during the license year.
- If an employee leaves the organization (inactive) and a record is maintained (they have been previously initiated into a workflow within the current licensing year) then that still counts as a unique ID.
- If an employee is initiated into two or more processes in the year they will only count once.
Succession
A license is any unique EEID that has been added to a Succession slate or pool for a job, position or strategic list during the license year.
- If an employee leaves the organization and a record is maintained then that still counts as a unique ID.
- If an employee is initiated into two or more processes in the year they will only count once.
Calibration (part of BOTH Performance and Succession)
A license is any unique EEID that has been included in a calibration session during the licensing year.
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Calibration is included in Succession licensing (Performance if not licensed with Succession) - the unique EEIDs are added to whichever license count is higher
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If an employee is initiated into two or more processes in the year they will only count once.
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If an employee leaves the organization (inactive) and a record is maintained (they have been previously initiated into a workflow within the current licensing year) then that still counts as a unique ID.
** It is recommended to get enough licenses to cover all employees that go into any plan in the year and allow for the turnover employee's data to be maintained in the system.