Setting Up Default Template Permissions

Dynamic groups can be created to easily assign employees to the appropriate reward template. Example, when company uses separate statement layout for different countries. The process is done directly from the Manage Templates page and is similar to creating RBP groups.

When assigning groups, keep in mind:

• Groups impact both bulk printing and statement generation.
• Groups can be utilized for more than just organizational reasons, such as when customer uses different statement letters for active and inactive employees, you will need to pull all active employees into a group (You cannot create a group for inactive employees). Assign the appropriate compensation letter to the active employee group and if there are inactive employees included in the completed form, the system will automatically assign the default template to inactive employees.

Administrators can set permissions at the plan level.

• Default permissions will follow the user permission and the target population defined in Role-based permissions→User Permissions→Employee Data.
• Change Permissions who can view generated statements will supersede the permission in RBP.
• Generated Statements are not viewable will hide the statements from all users.

Permissions can be modified even after statements are generated.

Employees are assigned to statement groups in order to aid in organization and make the bulk printing process easier. The process is done directly from the Manage Templates page and is similar to creating RBP groups.

• Select Assign Employees (only available when more than one statement template is associated to a Plan).
• Create groups based on necessary attributes.
• Groups are dynamic; however, a group can be locked to prevent membership changes.
• If statements are generated and an employee is dynamically moved to a different group, the number in the Assigned Employees column will change dynamically and a new button displays to allow the admin to export moved users.

Once employees are assigned to templates you can now generate statements for completed worksheets.

There are three options when generating statements:

• Select by personal statement template: to generate for all employees assigned to the plan template.
• Select by employee name: to generate for a few employees by entering the employee name. If a statement has already been generated for an employee, another one can be generated without needing to recall the first.
• Select by list of usernames: to cut and paste a group of usernames (up to 500) into the system.

The system can prevent statement generation for select employees such as if there is no change in an employee’s base salary, no bonus, and so on. In order to prevent generating statements, a dedicated custom string column should be added to each template.

Data on custom string column can be imported or formula driven. Column result should be Boolean TRUE or FALSE. Example of formula which can be used:

• Example for pay change based on standard fields with no total raise field: if(merit=0&&lumpsum=0&&extra=0, "FALSE", "TRUE")
• Example for low rating that would render ineligible for planning: if(pmRating<2, "FALSE", "TRUE")
• Example if either a pay change or a promotion would give a statement: if(finPayGrade=paygrade&&totalRaise=0, "FALSE", "TRUE")
• Example with a custom logic to look exclude certain statuses: if(customStatus="Leave of Absence", "FALSE", "TRUE")
• Example with a custom column used for planning in addition to standard fields: if(merit=0&&lumpsum=0&&customBonus=0, "FALSE", "TRUE")

To suppress statements, follow these steps:

1. Create a custom string column in design worksheet dedicated for statement suppression.
2. Enable the setting from Plan Setup→Settings.
   • The dropdown to designate field suppression will show all string data custom fields, but only those custom columns with the value TRUE will have forms generated. a value of "FALSE" will be suppressed.
3. Generate statements as you normally would.
4. Job status report will list the names whose statements have been suppressed.

There are different ways to download and/or print reward statements.

• Admins can bulk download/print statements from Complete Compensation Cycle→Manage Statement Template.
• Planners and administrators can print, in bulk or individually, from completed worksheets. This feature requires setting a specific XML attribute in the template (normally added by implementation consultant).
  • To print or download individual statements, the planner can click on the vertical ellipsis beside the employee’s name.
  • When using a Combined statement, download statement icon () is available from the primary plan.
• HRBP’s, higher level managers, and admins with appropriate permissions can print, in bulk or individually, from Executive Review. This feature requires setting a specific XML attribute in the template (normally added by implementation consultant). To activate statement printing from Executive Review, these settings should be established in Company Settings:
  • Enable Display Bulk Print Statement Icon on Executive Review.
  • Disable Hide Personal Compensation Statements in PDF format.
• Employees can view and/or print their statements from People profile.

This feature provides a report or display functionality to generate all personal statements for each employee.

Personal Statements can be generated using an auto-complete search for user:

• User Search – Only one user can be generated at a time
• Statement Type – Can pull Compensation, Variable Pay or Combined Statements
• Date Range – The system will fetch all statements within the date range specified
• Print All – The administrator or Data Protection Officer can print all fetched statements