Basic Process to Configure Worksheet Assignment Segments

Here's the basic process to include assignment segments in a compensation, detail table only, performance, or promotion task worksheet. All tasks are in the Compensation work area.

1. Load your assignment segments using the External Data task.
2. Make sure that all of the compensation cycles are closed for the workforce compensation plan. This way you have all configuration options available because certain options aren't available to open cycles.
3. Identify the compensation component you want to use for assignment segment. Also identify the amount column to use for the assignment segments. It can be the Compensation Amount column or one of the six miscellaneous rate columns for the component. This column is how you can feed segment totals to worksheet summary views. You can also use the totals as default values for the selected column in the detail table of the worksheet.
4. Configure only one of the five available compensation components for assignment segments. Use the Configure Compensation Component task. You need to configure a component that isn't mapped to salary rates and doesn't have salary rates mapped to it.
5. Enable the Assignment Segments column in the Additional Information group of the detail worksheet table using the Configure Worksheet Display task.

6. Enable and configure the assignment segments using the Configure Assignment Segments task. To reduce horizontal scrolling, enable try to enable no more than 10 columns. To give managers a more robust view of the assignment segment table, select Show detach icon.

   Just like for all worksheet columns, you can set meaningful display names and change the default sequence. You can also set properties for assignment segment columns. The specific properties you can set depend on the column.

   • General, such as column shading, rounding rule, and decimal precision

     • For one numeric segment column, you need to set Selected for Totaling to Yes.
     • For each segment column you want to include in worksheet audit trails, you need to select Include in audit trail.
   • Visibility and access, such as line managers can only read the column data but compensation administrators can read and edit it

   • Default value, such as a specific number or text, or values provided by a specified formula, compensation derived factor, or from a cross-referenced column

     • For each segment column the Refresh Workforce Compensation Data process should update after people make changes, you need to select Default value subject to refresh.
   • Information, such as the calculation or dynamic column condition used to determine the segment column amounts or the source of the segment column data

   For many segment columns, you can also build dynamic conditions, for example, to determine the proration factor.

   To let managers view changes to assignment segments in worksheet audit trails, for only one segment column, select Audit Differentiator.

   If you change Enable Assignment Segments to No, you delete all segment configurations. Changing it back to Yes won't restore the configurations. If you leave the page before saving the change to No, you can restore any configurations saved before you set Enable Assignment Segments to No.