Designing the Worksheet

Each worksheet that the compensation planner uses has columns and instructions. As administrators clone existing plans, all fields from source template will be copied over. However, it is common for administrators to reconfigure the plan to add standard or custom fields every cycle to meet new company processes. The Design Worksheet is the tool used for creating new columns, changing layouts, and adding manager instructions.

Standard fields are predefined fields where some data are pulled from a single column of the user data file, such as Job Title, and some are calculated such as Current Salary and Compa-Ratio.

Custom fields gives greater flexibility to administrators who would like to add customized data on the worksheet, such as creating custom calculations.

Worksheet InstructionsYou can include a message to the compensation planners for each of the tabs you've enabled.

The planners will use the Instructions icon to access the message on the worksheets.

This enhancement gives you flexibility in defining the labels for the default Instructions label as well as in setting up translations in other languages.

To change the label for this message, proceed as follows:

1. Open the plan template.
2. Select Plan Setup.
3. Select Design Worksheet→Plan Instruction.
4. Enter the label and instructions in the field. Leverage the AI-assisted writing tool to enhance the quality of the content text fields.

You can also change the language and enter the label for any other languages. If you don't customize the label, the system displays the default label Instructions or its translation based on the language of the worksheet.

When adding columns to the plan, there are different field properties that can be configured. Settings will vary depending on whether what type of field (standard or custom) is being used.

• Column Name – This name will be displayed in the compensation worksheet.
• Enable Help Text – This option can be used to provide context to better understand the significance of the column.
  • A maximum of 50 fields can be set up with help text per template.
  • A limit of 256 characters per help text is enforced.
  • URL links are not supported.
• Read-Only – Determines if the field will be editable or not. Read-only is required if the column will use a formula. If the custom column is set to read-only, it can also be set to reloadable.
• Column Alignment – Allows text to be aligned left, center, or right.
• Column Type – Determines the data type: string (text data), money (numeric data with currency), percent, amount (numeric), and date.
  • When the column is money, an admin can also choose the money format, either User Rate type or Always Annual.
• Formula – Allows for creating a formula by using fields and operators.
  • Formula text is free-formed following a specified syntax.
  • The input of the formula must come from the standard compensation fields or other custom fields.
  • The other custom fields must either be user imported or user input from UI or other calculated custom fields.

• Validation – Indicates how editable fields are checked for errors.
• Column width
• Other Options – Hide, exportable, reloadable, and reportable.
  • Hide this column on the form: The column will not be visible in the worksheet. Hidden columns can still be referenced in calculations.
  • Exportable hidden column: If the column is hidden on form, field will display in exported reports. This option is only available when Hide this column on the form is selected. This setting applies to all exports including Executive Review exports and the Compensation Aggregate Export report.
  • Reloadable fields are updated whenever there is a change in employee data, updates are visible when forms are reopened. A setting in Advanced Settings when enabled, can improve performance and only updates the fields when Update all worksheet is run. If a field is not set to reloadable, you will need to delete and launch the compensation worksheets when the value changes.
  • The reportable option makes the field available in ad-hoc reports. All standard fields are automatically reportable. Numeric reportable custom fields are limited to 100 while text reportable custom fields are limited 40. Administrators can only mark fields as reportable when no forms are launched yet.
  • Translatable – An option available when a String-type custom field is used in an EC-integrated plan. This setting allows to pull the translated value mapped to Employee Central.
• Calculate total – Applies to Money or Amount types. This option will display the sum of all values in the column.
• Column ID – Is the unique identifier of the field. This option is used to reference fields within the formula.
• Import Key – Guides the system where to pull the data from the User Data File. To successfully display the information on the worksheet, the import Key must match the User data file column header exactly (it is case and space sensitive). Must be blank if using Formula bar.
• Language label – Specify the label column for each language.

Fields can be put into groups with a group name and color. Grouping the columns make worksheet more cohesive and easier to look at.

The Column Group settings include:

• Column Name: Label visible in the worksheet.
• Grouping ID: Unique identifier visible in the XML. Use letters, no special characters.
• Initial State: Column behavior when opening the form for the first time. Can be set to expanded or collapsed.
• Displayed Column when Collapsed: One column can be set to be visible even when group is collapsed.
• Group Color: Background color for the columns.

Used to configure the labels of the different compensation pages or tabs (Salary or Stock).

This field is where the budget rows are relabeled.

Administrators can configure which portlets are viewable on the form. It provides planners direct access to view portlets from People Profile (PP3) in the compensation worksheet. The ability to view employee details such as compensation history, rating history or bonus history facilitates better decision making for planners.

Viewing permissions will respect the Role-Based Permission set for the planner. Administrators need to define the section and block Id in order for portlets to be visible on the form.

The Compensation Profile is an alternative way of displaying historical information. However, Compensation Profile can only use existing compensation templates as historical source. When off-cycle changes are made through Manager Self Service (MSS), the changes are not recorded in compensation plans, which make the historical periods in Compensation Profile incomplete.

Compensation Profile sections include:

• Employee demographic data – Not customizable.
• Compensation history – Periods are customizable; data can be pulled from previous compensation plans. Enable planners to see trends and patterns in compensation planning. Historical data can be displayed as a list or chart.
• Salary positioning – Not customizable, but the whole section can be hidden. Displays the compa-ratio and/or Range Penetration calculation.
• Recommendations – Not customizable; displays the planner recommendation fields.

In order for planners to see trends and patterns in the compensation profile, administrators need to create historical periods and specify the historical source.

The steps in adding historical periods include:

1. Navigate to Design Worksheet→Define Compensation Period Data.
2. Select Define a new period.
3. Enter a period label, which will be displayed on the X axis of the graph.
4. Enter the period description.
5. Select a plan template source and the fields that you want to be added as historical data. Save.
6. Navigate back to the main page to select the periods you want to display on the profile.

• The Design Worksheet is the tool used for creating new columns, changing layouts, and adding manager instructions.
• Standard fields include both direct data imports (e.g., Job Title) and calculated values (e.g., Current Salary). Custom fields provide administrators the flexibility to add customized data and calculations to the worksheet.
• Grouping columns with a name and color makes the worksheet more cohesive and easier to read.
• Administrators can configure viewable portlets on the compensation form, providing planners with direct access to employee details like compensation and rating history from People Profile (PP3). This functionality facilitates better decision-making for planners.
• The Compensation Profile offers an alternative way to display historical data, but it is limited to using existing compensation templates as its source.