Advanced Settings are typically set up during the initial implementation. It's advisable to contact Customer Success to help you with modifying the original settings.
Download Form Template
This setting will allow you to export the compensation plan template, that is, to copy plan from production to staging environment. The exported file will be in XML format.
Worksheet Localization
In Advanced Settings you will also find a configuration option which allows the template to be translated, similar to the performance review templates that are translated. When this option is selected, the system will allow translations based on the language packs installed. Not only does this feature allow for the template translation, but it also has an impact when creating worksheets. With this option configured, the template name will be used as the worksheet name when you create worksheets. This name will also be the name used for the rollup report.
Advanced Settings Used for Compensation
| Form Template Settings | Description/Recommendation |
|---|---|
| Disable Ask for Comment Routing | No longer allows users to send a form for editing to users outside the established routing map during the Modification stage. |
| Disable Ask for Edit Routing | No longer allows users to send a form for editing to users outside the established routing map during the Modification stage. |
| Enable form routing to previous step | Enables ability to send a form one step back in the route map, without relying on the iterative step type. |
| Executive Review: do not automatically retrieve compensation data | When enabled, the system will not automatically display any compensation data when executive review is opened. The user will have to execute the filters before compensation data is displayed. |
| Disable send email notification in executive review | Admins can control the default behavior of the email notification setting in Executive Review. |
| Create worksheets by employee group | Can be used when the recommendation period varies, but is managed under one compensation template. For example, in US, comp planning is done by January 1st while in Germany, it's April 1st. |
| Do not duplicate employees on worksheets | Used in conjunction with creating worksheets by employee group. Can be used to prevent employees from showing up in two different forms (for example, as in the case of employee transferring from US to Germany during compensation planning). |
| Do not override manually updated employees | Used in conjunction with manually moving employees from one worksheet to another (Manage worksheets→Employee Membership→Move employees). When enabled, employees who were moved manually will remain on the current manager’s form even when there is a manager change. |
| Only reload user data on mass update | Admins can choose to have reloadable fields updated only when the Update all Worksheets process is run, versus every time the worksheet is opened. Enable this setting to improve the system performance while opening the worksheet and to give consistency with executive review on the reload behavior. |
| Hide Too New To Rate from Compensation Rating dropdown | This step is in conjunction to using Comp Rating. When enabled, planners will only see the rating scale associated to the plan. |
| Allow access to Growth Portfolio | Displays a link to the employee’s growth portfolio in the Compensation Worksheet. Available only if Growth Portfolio is enabled. |
