Executive Review allows users with the proper permissions the ability to view, edit and/or perform a mass compensation increase for employees in their target population.
In the Executive Review, all the employees from multiple worksheets are listed on one page. The user with executive review permission does not necessarily have to be included in the worksheet’s route map to see the data. Although not technically a report, Executive Review acts like one. It can be used to review trends and aggregate budgets.
Executive Review Permissions
For users with permission, the Executive Review tab displays in the Compensation menu.
It is important to note that users are only allowed to view data based on the target population that they have been granted to in Role-Based Permissions. By default, Executive Review population is based on cached results (updated every four hours). If customers want to see real-time target population, a setting in Provisioning must be enabled. With this setting turned on, rendering or loading time for Executive Review may become slower.
Executive Review Role-Based Permissions consists of the following:
- Read/Edit permission for Compensation and Variable Pay templates
- Mass Action for salary components of Compensation and Total Compensation plans
- Executive Review export depends on export settings enabled in Company Settings. When Executive Review export is enabled in RBP, the import and export buttons will only be available for those users with granted permission.
Executive Review Filters
Filters help viewers to narrow down the massive amount of information that can be displayed in Executive Review. Planners have access to two types of filters: Population Filters and Custom Filters.
Population Filters allow planners to quickly narrow the scope of the executive review without having to create a custom filter. The All Employees link opens the Population dialog, which can then be used to select the scope of employee data displayed on the worksheet.
The default selections for Population include:
- All Employees
- Find User
- Team View (First Manager)
- Team View (Second Manager)
- HR Reports
- Matrix Reports
- Custom Manager
Managing Executive Review Population Filters
If your organization doesn’t use all of the available population filters, you can remove items from the list by using Manage Advanced Executive Review Filters.
In the image below, the options for HR Reports and Matrix Reports has been removed.
Using Custom Filters
Custom filters are used to further narrow down the entries from the defined population using custom settings. Using this option, planners can filter by multiple criteria, save, and share.
As an example, the following image shows a filter that finds all engineers that are outside the set guidelines or salary range using two criteria: Job Title (Engineer) and Outside Guidelines or Salary Range (Yes).
Sharing Executive Review Filters
Executive Review filters can be shared with other users. Once a user has the permission to share the filter, the Share switch is visible in the Filter dialog box.
Shared filters are available to all Executive Review planners. As a planner, when you go to the Executive Review and access the filters, a Shared By＜User Name＞ icon appears next to the filters shared by other users. You can access filter details by selecting the filters available to you.
To share a filter, go to Compensation→→Executive Review→＜Plan Name＞→Filters and select the Manage icon. The Filter Options open in a pop-up window.
The image below shows the end user view of a shared filter.
Advanced Executive Review Filters
Note
By default, Executive Review population is based on cached results (updated every 4 hours). To see real-time target population, a setting in provisioning should be enabled. With the setting turned on, rendering or loading time for Executive Review may become slower. Contact Customer Success to pull real-time target population in Executive Review.
Executive Review Mass Action
The Mass Action tool facilitates large scale changes in recommendations, such as when aggregated increase result in budget overspend or underspend. Instead of using offline edit (export/import), the changes can be applied within the Executive Review form.
How It Works
- Mass changes will be applied to the filtered worksheet. If no filters are enabled, the mass change tools will be applied to all users; if filters are enabled, the mass changes will be applied to the filtered data set.
- Mass Action preview and apply are run as a scheduled job. Generated results can be retrieved from Reports→Scheduled reports.
- Zero recommendation will remain zero.
- Guideline and budget hard stops will be honored.
- In the event of guideline violation, employees will be brought to the min/max of the range.
- If merit split to lump sum is enabled, mass action is available on lump sum only.
- Increase or Decrease will be applied pro-rata on a percentage basis.
- Increase/Decrease amounts are always in Functional Currency.
- Mass Change is applicable to Salary components only.
- A mass change will never reduce a user’s salary below their current salary.
Administrators can export existing data from Executive Review in Excel or CSV format. One advantage of this feature is the ability for the planner to make bulk adjustments offline. For example, if everyone on a large team should receive a Lump Sum of US$1000, the planner can export the Executive Review to an Microsoft Excel spreadsheet, populate the Lump Sum field with the value, and import the updated file.
The Executive Review can be exported to an XLS, XLSX, or CSV format.
