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

You can enable columns from the personal, alerts, employment, salary, component, promotion, and performance groups to appear in the main table of task worksheets. You can also configure your own, user-defined text, numeric, and list columns.

You can enable additional information columns, such as notes, attachments, and histories. You do all of this when you configure the worksheet display. The compensation, detail table only, performance, and promotion task worksheets all have a detail table. The communication and approvals worksheets don't.

Display Names and Column Sequences

You can provide meaningful column names for the plan audience by changing the default display names. For example, you change Eligible Salary - Component 1 to Eligible Salary for Merit Increase. And you can change the default sequence of any column, as appropriate. Use the Refresh icon on the Column Preview panel to see how the reordered columns will appear in the table.

Column Properties

You can configure general, visibility and access, default value, and salary and element mapping properties for the columns you enable. The available sections and 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.

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.