How do plan configurations impact user experience?
Click the My Client Groups icon.
I’m setting up a Workforce Compensation plan for an upcoming compensation cycle. The worksheet might look like it’s a pure data entry tool, but I know that it’s not. Decisions I make during setup impact the worksheet response time when managers make allocations.
Click the Compensation icon.
Click the Workforce Compensation Plans icon.
Tabbing, scrolling, and real-time values calculations impact the worksheet performance. While I can’t avoid using real-time value calculations completely, I need to make sure I’m using them effectively.
Click the Annual Compensation Plan link.
In the Configure Worksheet > Worksheet Display section, click the Reward link.
Click the Detail Table tab.
Real-time calculations are done when you use the Change worksheet data trigger in both alerts and dynamic calculations. The more of either of those, or the more conditions within a dynamic calculation, the longer the worksheet can take to respond.
Expand Component 1 (Salary – Merit).
In the Target Compensation Percentage Maximum – Component 1 row, click the Manage Dynamic Columns Conditions and Results icon.
Every time a manager tabs out of a field, each condition in each item with that trigger enabled is evaluated. For example, if I have 4 columns with a dynamic calculation, with 5 conditions each, that’s twenty conditions that are being evaluated, whether or not the column being populated has a dynamic column configured for it.
Click Cancel.
Click Cancel.
In the Configure Worksheet > Worksheet Display section, click the Alert link.
In the Low performers exceeding 3% merit row, click the Triggering Events icon.
Click Cancel.
Click Cancel.
In the Configure Worksheet > Worksheet Display section, click the Reward link.
To lessen the impact, I’m only going to configure dynamic columns where I really need to test worksheet performance, then add additional dynamic columns as needed.
In the Eligible Salary – Component 1 row, click the Configure Column Properties icon.
Something else I want to think about is whether I need to calculate values in columns for Administrators to view in Administer Workers, or do I only need to show values for Managers?
If I need to calculate values in columns for Administrators, I should consider a separate plan to calculate those values. Then I can use the Cross Referencing feature to supply the value to the manager’s worksheet. This lessens the number of dynamic columns processed during batch processing and worksheet data changes.
Click Cancel.
Click to collapse Component 1 (Salary - Merit).
The overall number of columns enabled in the worksheet can also impact performance. I’ll make sure all the Personal and Employment columns in the Compensation tab type are disabled.
Click to expand Personal.
Click to collapse Personal.
Click to expand Employment.
Click Cancel.
In the Configure Worksheets > Worksheet Display section, click the Detail Table link.
I’ve enabled a Detail Table Only tab type that shows all the personal and employment information for a worker. This allows managers to access the information within the plan without navigating to HR. And fewer columns in the allocation sheet means less scrolling and better performance.
Click to expand Personal.
Click to collapse Personal.
Click to expand Employment.
Click Cancel.
Once I’ve completed this setup and before I start my plan, I can validate to make sure the evaluation order is correct for any dynamic columns. Improperly sequenced dynamic columns can have unexpected results, cause confusion for managers, and impact worksheet performance.
In the Validation and Processing section, click the Validate Plan and Start Compensation Cycle link.
As I test my worksheet performance, I can add or remove dynamic calculations and/or alerts to make sure the plan is working at peak performance.
Click Validate.
Click Done.
The application is very flexible and can accommodate a wide variety of requirements; however, all of these accommodations can make it difficult for users due to the slow performance. Thanks for watching.