Actions Configuration for Communication, Compensation, Detail Table Only, Performance, and Promotion Worksheets

These actions enable managers to set their own defaults using the Personalize Layout tool on their worksheets. You enable the actions as part of the Configure Worksheet Display task. You set the initial default values using the Configure Default Worksheet Display task.

You set the initial default values using the Configure Default Worksheet Display task. The specific actions that you can enable depend on what type of task the worksheet is for. For example, in compensation worksheets, you can enable the Actions, View, and Format menus and corresponding options that show on the detail table. Communication worksheets don't have the Actions menu or corresponding options.

For these actions, you also need to enable a corresponding column in the Detail Table tab:

Enabled Action	Detail table Column to Also Enable
Any rank workers actions in the Actions > Rank Workers group. Tip: To let managers see full ranking details, also enable View Ranking Details in the Right Click Menu group.	Ranking in the Performance group
View Compensation History in the Right Click Menu group.	Compensation History in the Additional Information group
Manage Notes in the Right Click Menu group.	Notes in the Additional Information group
Any Apply Targets actions in the Apply Targets group and Apply Targets in the Right Click Menu group	At least one target column in an enabled component group, such as Target Compensation Amount - Component 1

Hide Ineligible Workers Action

This action applies to people with an Ineligible status after the Start Workforce Compensation Cycle and Refresh Workforce Compensation Data processes evaluate the plan-level eligibility profiles. The action ignores anyone with an Ineligible status according to eligibility profiles added to the compensation components.

Model Actions

You can add the models task worksheet to the plan using the Configure Models task. And managers can use that task worksheet for all of their modeling. You can also enable the Model actions for a worksheet to let managers create and apply models while they're in that worksheet. You don't need to enable model actions to include the model worksheet. But if you enable any model actions, you also need to configure modeling.

Preview Tab

To quickly check your page layout configuration for the compensation, detail only, performance, and promotion task worksheets at any time, use the Preview tab. The preview shows the entire worksheet, including the enabled summary information, detail table columns, actions, and column-level and plan-level information.

The approvals and communication task worksheets don't have the Preview tab.