Configure the Summary Display for Compensation Task Worksheets
You can include key summary information for the compensation component at the top of compensation-type task worksheets. What people see depends on the population that they're viewing in the detail table.
1. Enable Compensation Components
Select the configured compensation components that you want to show summary information for. For example, you're configuring separate task worksheets for your Merit and Bonus compensation components. In the worksheet display for the Merit compensation task, you select the Merit compensation component as the summary component. For the Bonus compensation task, you select the Bonus compensation component.
2. Enable Summary Views
Enable the views that you want to show, such as the scoreboard, table, analytic, or group view, or a combination of views. When you enable multiple views, you need to make one view the default view that people see whenever they first open the task worksheet.
If you're using worker-level budgeting and setting a budget group, enable the group view. Optionally change the Group column display name to reflect the grouping criteria, such as Location or Grade and Country. If you enable the analytic view, you can also enable group view for that summary information.
3. Enable the Columns to Show
Enable the columns that you want to show in the summary section. For example, in the scoreboard view, you enable these columns for each enabled compensation component:
- Compensated Workers with %
- Currency or Units
- Eligible Salary
- Allocate with %
- Budget with %
- Remaining Budget with %
For the analytic view, you enable analytics that provide a snapshot of allocations in the current cycle. For example, you enable the Worker Population, Allocation Statistics, Allocation Amount, and Salary Statistics analytics.
To show managers and HR specialists the same summary information regardless of any filters they apply to the detail table, enable these three static columns. To show them summary information that changes depending on the filters they apply to the detail table, you can enable three filtered columns.
| Static | Filtered |
|---|---|
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For example, you enable the Overall Budget summary column and leave the Budget - Filtered by Team column enabled. A manager changes the Team filter on the worksheet to Direct Reports. The summary section Overall Budget column shows the budget amount for all of the manager's subordinates. The Budget - Filtered by Team column shows the budget amount for only their direct reports.
4. Optionally Change Display Names and Default Sequences
You can change the display names and default sequences, as appropriate for the audience. For the analytic view, you can change the title. Certain titles also have subtitles that you can change. For example, you want to make your names more human, so you change Compensated Workers with % to Compensated Individuals with %. And you change Worker Population to Population.
5. Optionally Configure Column Properties
You can configure general and information column properties for the scoreboard, table, and group views. For example, you can set a rounding rule and the decimal place to display. The actual properties vary depending on the column.
All columns include a Plan Info property that you can use to communicate useful information to managers. For example, you share the expression used to calculate the column values, or add a definition for the column, such as explaining what is compa-ratio. When you include plan info for a column, people viewing the worksheet see a blue icon with an i in it on the column header. They click the icon or hover over it to see the information.
To show column totals in the summary section, you can select Show totals for columns that include the property. You probably don't want to show totals in a worksheet that has compensation components with different units of measure enabled. The totals would be meaningless. For example, one component is in monetary units and another is in shares. The Compensated Workers with % column total would combine the numeric monetary and shares values.
6. Check the Configuration
To see the worksheet summary just the way that the plan audience will see it when the plan becomes active, use the Preview tab. You can easily test different summary configurations to find the summary that best conveys the key information the audience needs and wants to see.