Include Filters in Task Worksheets and Plan Reports
Here's the basic process to include filters in the task worksheets and reports of a workforce compensation plan:
- Enable a task worksheet using the Configure Worksheet Display task.
- Enable the corresponding detail table columns. For example, you want to let people filter by country and job. You need to enable the Country column in the Personal group and the Job column in the Employment group.
- Enable the Filters action using the Configure Task Layout icon.
- Enable the appropriate filters using the Configure Filters task. All of the filters that you enable for the plan appear on the worksheet and report Filters dialog box. You can't enable different filters for different worksheets and reports in the same plan. You can elect to not complete step 2 for various worksheets.
- Overview of Filters in Workforce Compensation Plan Worksheets and Reports
- Detail Table Configuration for Compensation, Detail Table Only, Performance, and Promotion Worksheets
- Actions Configuration for Communication, Compensation, Detail Table Only, Performance, and Promotion Worksheets
- Overview of Worksheet Display in Workforce Compensation Plans