Viewing Compensation Pivot Grids

Pages Used to View Compensation Pivot Grids

Page Name	Definition Name	Usage
Allocate Compensation Page	WCS_ECM_MSS_SUM	Access Compensation pivot grids.
Salary Increase by Performance Page	PTPG_PGVIEWER	View the Salary Increase by Performance pivot grid.
Variable Compensation by Performance Page	PTPG_PGVIEWER	View the Variable Compensation by Performance pivot grid.
Salary Analysis Page	PTPG_PGVIEWER	View the Salary Analysis pivot grid.
Compensation Distribution Page	PTPG_PGVIEWER	View the Compensation Distribution pivot grid.
Administer Cycle Page	WCS_ECM_CYC_ADM	Access Compensation pivot grids.
unresolvable-reference.html#GUID-C5E1CF03-69DF-4650-B6F9-B4387101A60D	PTPG_PGVIEWER	View the Cycle Guideline Alert pivot grid.
Cycle Tracking Page	PTPG_PGVIEWER	View the Cycle Tracking pivot grid.

Common Elements Used in This Section

Field or Control	Description
Options Menu	Click to open the Options Menu and select an action to perform on the pivot grid model.
View Grid	Click to view data in the grid format in a new modal window. You can change how data is presented in the grid by dragging and dropping segment data to a different axis.
Update Filters	Click to add or remove filters to be available for use in the pivot grid model.
Chart Options	Click to open the Chart Options modal page where you can change the chart layout, and information displayed on chart axes.
Export Data	Click to export the underlying PSQuery data into a spreadsheet.
Reset	Select to delete all personalization of the current model and reset the model to the default layout, if applicable..
Save	Click to save the current grid and chart layout as the default view of the current model.
Save As	Click to save copy the current pivot grid model and save it as a different one.
Sort Option	Click the update the current sort order, if applicable.
Rows	Displays the filters (maximum of 2) for the model that are used as its X-axis and series. If two filters are selected, the first one becomes the X-axis and the second one becomes the series (legend).
Columns	Displays all the facts for the model that you can select as its Y-axis. Click a fact to make it the model’s Y-axis.
Pivot Grid Chart Types	Click to display data in the chart type represented by the icon. Available chart types include vertical bar (default value), line, pie and horizontal bar.
	Click to show or hide the filters on the left panel. When a pivot grid model is loaded initially, filters are hidden by default.
Filters or Facets	They are displayed on the left panel if shown, as selected in the Update Filters option. Users can use the available filters to change the data to be displayed in the pivot grid model.
Drag	Click to drag the corresponding filter to the Columns or Rows region above the model and change how the model is presented. A filter cannot be dragged if the Drag icon appears inactive (in lighter gray color). If a filter is active, orange dotted lines appear as the borders of the filter box when you drag it.

See the Viewing Pivot Grid Models in Fluid Mode topic in PeopleTools: Pivot Grid product documentation for additional examples on the use of pivot grid controls.

Salary Increase by Performance Page

Use the Salary Increase by Performance page (PTPG_PGVIEWER) to view the Salary Increase by Performance pivot grid.

Navigation:

Manager Self Service, and then Compensation and Stock, and then Allocate Compensation

Click the Analytics link of a salary plan (like Merit Increase) and then the Salary Increase by Performance link on the Allocate Compensation page.

This example illustrates the fields and controls on the Salary Increase by Performance pivot chart.

You can click a bar to see the detailed view of the data represented by that bar in a grid:

This example illustrates the fields and controls on the Detailed View of the Salary Increase by Performance pivot grid.

Information Displayed in the Salary Increase by Performance Pivot Grid

The Salary Increase by Performance pivot grid provides managers a snapshot of the proposed salary increase percentage for each performance rating. They can drill down into a performance rating to find out how many employees (direct and indirect reports) fall into that rating and who they are. Information provided in this pivot grid allows managers to reward their employees commensurate with their performance level.

Important:

In order for performance data to be retrieved for use in this pivot grid, integration with PeopleSoft ePerformance is required.

When viewed in the grid format, this pivot grid displays the minimum and maximum percentages of salary increase available to an employee, which is defined on the Salary page of the compensation cycle definition. If such information is not available for the employee in the system, the values will be displayed as zero for the employee in the chart.

Data displayed in this pivot grid pertains to the compensation cycle from which the pivot grid is generated and it is available only for salary plans. It is not available to variable compensation plans.

The initial view of the pivot grid shows the count of all salary increase proposals, broken down by rating.

When you click a segment of the pivot grid, you can select to:

View the details of the segment in a grid format. For example, details of all salary increases initiated for the Exceeds Expectations rating.
View further drill-down of the segment data using these dimensions in the chart format:
- Job Code
- Employee Name
For example, a bar chart showing all salary increases initiated for the Exceeds Expectations rating, broken down by job code.

Variable Compensation by Performance Page

Use the Variable Compensation by Performance page (PTPG_PGVIEWER) to view the Variable Compensation by Performance pivot grid.

Navigation:

Click the Analytics link of a cash-type variable compensation plan (like Bonus Plan) and then the Variable Compensation by Performance link on the Allocate Compensation page.

This example illustrates the fields and controls on the Variable Compensation by Performance pivot chart.

Information Displayed in the Variable Compensation by Performance Pivot Grid

The Variable Compensation by Performance pivot grid is similar to the Salary Increase by Performance pivot grid in purpose and functionality. The only differences are:

The Variable Compensation by Performance pivot grid is built for variable compensation (non-salary) plans that are cash type plans.
Proposed amount is shown as the only Y-axis. For the Salary Increase by Performance pivot grid, there are a number of facts you can select as the Y-axis..

Important:

In order for performance data to be retrieved for use in this pivot grid, integration with PeopleSoft ePerformance is required.

The initial view of the pivot grid shows the summed proposal amounts of all cash-type variable compensation proposals, broken down by performance rating. When you click a segment of the chart, you can select to:

View the details of the segment in a grid format. For example, details of all variable compensation proposals initiated for the Exceeds Expectations rating.
View further drill-down of the segment data using these dimensions in the chart format:
- Job Code
- Employee Name
For example, a bar chart showing all variable compensation proposals initiated for the Exceeds Expectations rating, broken down by job code.

Salary Analysis Page

Use the Salary Analysis page (PTPG_PGVIEWER) to view the Salary Analysis pivot grid.

Navigation:

Click the Compensation Analytics link and then the Salary Analysis link on the Allocate Compensation page.

This example illustrates the fields and controls on the Salary Analysis pivot chart.

In addition to using filters, you can also change how data is displayed by changing the information represented in X-axis and Y-axis. To do so, drag a filter from the left panel and drop it in the Rows region, and remove the current filter if needed. For example, drag and drop the Job Code filter in the Rows region, and remove the Employee Name filter:

This example illustrates the fields and controls on the Salary Analysis pivot chart with Job Code as X-Axis.

Information Displayed in the Salary Analysis Pivot Grid

Managers can use the Salary Analysis pivot grid to compare salary compensation for all their direct and indirect reports. When viewed in the grid format, this pivot grid displays the salary minimum, maximum, and midpoint of an employee, which is defined on the salary grade assigned to each employee. If such information is not available for the employee in the system, the values will be displayed as zero for the employee in the chart.

Data displayed in this pivot grid pertains to the compensation cycle from which the pivot grid is generated and it covers all salary plans within that cycle. Variable compensation plans are not included.

The initial view of the pivot grid shows the average current annual salaries of all direct and indirect reports of the manager, broken down by employee name. When you click a segment of the chart, you can select to view the details of the segment in a grid format, which is the salary information the selected employee.

Compensation Distribution Page

Use the Compensation Distribution page (PTPG_PGVIEWER) to view the Compensation Distribution pivot grid.

Navigation:

Click the Compensation Analytics link and then the Compensation Distribution link on the Allocate Compensation page.

This example illustrates the fields and controls on the Compensation Distribution pivot chart.

You can click the Pie Chart icon to change the display format to pie chart:

This example illustrates the fields and controls on the Compensation Distribution pivot grid displayed as pie chart.

Compensation Distribution pivot displayed as pie chart

Information Displayed in the Compensation Distribution Pivot Grid

From the Compensation Distribution pivot grid, managers can see how their employees are compensated in terms of salary pay, specifically, where they are in relation to their respective salary ranges.

Data displayed in this pivot grid pertains to the compensation cycle from which the pivot grid is generated and it covers all plans within that cycle.

The initial view of the pivot grid shows the employee count (direct and indirect reports of the manager) for each of these salary range categories:

Below the salary range minimum
Within the salary range, but below the salary midpoint
Within the salary range and at or above the salary midpoint
Above the salary range maximum

A salary range category is not visible if the corresponding count is zero.

When you click a segment of the chart, you can select to:

View the details of the segment in a grid format. For example, details of employees in the within or above mid-point category.
View further drilldown of the segment data using these dimensions in the chart format:
- Group Status
- Employee Name
- Job Family
For example, a bar chart showing employee counts in the within or above mid-point category, broken down by job family code.

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Cycle Tracking Page

Use the Cycle Tracking page (PTPG_PGVIEWER) to view the Cycle Tracking pivot grid.

Navigation:

Click the Compensation Analytics link and then the Cycle Tracking link on the Administer Cycle page.

This example illustrates the fields and controls on the Cycle Tracking pivot chart.

You can click a bar and select to drill down that piece of data further, for example, by group node:

This example illustrates the fields and controls on the Cycle Tracking pivot chart showing data by group node.

The Cycle Tracking pivot grid gives administrators a quick status view of all salary allocation proposals pertaining to the compensation cycle from which the pivot grid is generated. The initial view of the pivot grid shows the proposal counts, broken down by status (Calculated, In Progress, Submitted, Pushed Back, Confirm, Ready to Load, and so on).

Note:

This pivot grid is not available to cycles that are in any status prior to Opened.

When you click a segment of the chart, you can select to:

View the details of the segment in a grid format, for example, details of all proposals in the Calculated status.
View further drill-down of the segment data using these dimensions in the chart format:
- Group Node
- Salary Plan
- Location
- Job Code
- Employee Name
For example, a bar chart showing all proposals that are in the Calculated status, broken down by job code.