Configure the Summary Displays for Communication, Performance, and Promotion Task Worksheets

You can include key summary information at the top of communication, performance, and promotion type worksheets. What people see depends on the population that they're viewing in the detail table.

1. Enable Summary Columns

For all three types of task worksheets, enable the columns that you want to show in the summary section. Here are some examples:

• In the communication-type task worksheet, you enable the Compensation Amount - Component 1 and Eligibility Status - Component 1 columns.
• In the performance-type task worksheet, you enable the Performance Rating, Workers with Compensation, Actual Percentage, and Total Compensation Percentage columns.
• In the promotions-type task worksheet, you enable the Promotions, Percent Promoted, Deviation from Company Target, and Filter columns.

For communication-type worksheets, you can configure the View or Print column properties to hide the print icon for ineligible individuals.

For performance-type task worksheets, you can also hide the graph, compensation performance ratings, performance management ratings, all, or a combination in the summary.

For promotion-type task worksheets, you can also enable subtabs that group table information. For example, you enable these subtabs: By Team, By Country, By Years in Job, By Performance Management Rating, By Text Column 1, and Organization Averages.

• You configure the specifics for By Text Column 1 on the Detail Table tab, under the User-Defined Columns group. You can configure the column properties and manage dynamic column conditions and results. The summary subtab aggregates the values from the detail table for all plan management levels.
• If you enable the Organization Averages subtab, you can also enable the specific rows that you want that table to show. For example, you enable the Team One Level Up, Team Two Levels Up, Department, and Enterprise rows.

2. Optionally Change Display Names and Default Sequences

You can change the display names and default sequences of summary columns, as appropriate for the audience. For example, you want to make your names more meaningful. So, you change Compensation Amount - Component 1 to Merit Compensation Amount and Eligibility Status - Component 1 to Merit Eligibility Status.

3. Optionally Configure Plan Info

You can configure the Plan Info property for summary columns in the communication and performance type worksheets. Use the property 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.

The promotion summary doesn't have any column properties for you to configure.

4. Configure Summary Display Options for Promotion Worksheets

You can also configure display options for promotion summaries. For example, you enter Company Target - Average Percent Promoted and Minimum Team Size to See Company Target values. And you set the default display order and graph bar color.

5. 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.