Overview of Workforce Compensation Worksheets

You make your budget and compensation allocations, performance evaluations, promotions, and approvals using task worksheets. You also use the worksheets to communicate compensation changes. Just like the plans that contain them, worksheets are highly configurable.

The available actions, analytics, and data depend on the worksheet setup and your role. For example, you're responsible for completing task worksheets for your primary plans. Depending on the plan setup, you can only view task worksheets for secondary plans. Or, you might be able to make recommendations. If a plan includes the Manage Budget task, you might be able to change the access level for a budget pool using the Actions menu. Or, you might have to change the access level for each row in the worksheet individually.

Depending on the task worksheet configurations for the plan, you might use many of the actions and information covered in these chapters regularly. Others you don't use at all, or very infrequently, especially if you're a line manager with no subordinate managers.