How do I create worksheet filters for workforce compensation worksheets?

Start on the Home page.

In this tutorial, I’ll show you how managers can create filters for task worksheets in compensation plans.

Click My Team.

Creating worksheet filters can help you find people who meet certain criteria, so you can easily allocate their compensation.

Click Workforce Compensation.

Click the 1 of 16 link.

I’m going to create a filter for the compensation task worksheet in the Simple Merit and Bonus 2022 plan.

Click the Simple Merit and Bonus 2022 link.

Click the Reward icon.

Click the Filter icon.

Any filters that you see on the toolbar, such as Alerts, Country and Job, as well as the ability to see and create additional filters, depends on how the task worksheet was configured. If I didn't see these filters, I'd need to contact my admin to ask about getting them enabled.

Click the Personalize Layout icon.

I can also use the Personalize Layout tool to have the filters appear automatically.

In the Table Filters section, click Open.

Click Save and Close.

If the existing filters aren’t what I need, I can use the Advanced Filter option to create my own filters using columns available in the worksheet.

Click Edit Advanced Filters.

I'm creating a filter to show only those individuals whose bonus amounts are below the target amount.

Click the Add Row icon.

I’ll name my filter Bonus below target.

In the Name field, enter Bonus below target.

Then I’ll edit the filter to add the condition.

Click the Edit icon.

Click Build Condition.

First, I’ll add the Bonus Amount column.

Click the Column drop-down list and select Bonus Amount.

Then I’ll select the ‘Is less than’ option.

Click the Operation drop-down list and select Is less than.

It can be very useful to compare the value of one worksheet column against the value from another worksheet column, so I’ll click the Switch to Column button.

Click Switch to Column.

Now I’ll add the Bonus Target Amount column.

Click the Column drop-down list and select Bonus Target Amount option.

If I needed to narrow my results even further, I could click Next and add more conditions to this filter. This is the only condition I need right now.

Highlight Next button.

Click Done.

After I create a filter, I can edit it at any time, add any additional conditions, or delete any of the current conditions. I can also verify that the expression is valid, which I’ll do now, before I use the filter.

Click Validate.

There are no errors with this expression, so I know the filter is ready to use.

Click OK.

Click Apply.

Click Save and Close.

Now that my filter is set up, I can apply it to this worksheet.

Click the Advanced Filters drop-down list and select Bonus below target.

Click the Go icon.

I can see that no one has a proposed bonus that’s less than their target amount. This concludes the Creating Worksheet Filters for Workforce Compensation Worksheets tutorial. Thanks for watching.