Compensation Guide

Version: R2024.2.0

About This Guide
Getting Started
Manager Experience
Manager Worksheet Overview
Toolstrip
Instructions
Budget Summary
Status Summary
Charts
Job Assignment in Salary Range and Performance Rating
Gender Pay Equality
Employee List
Details Tab
Compensation Summary Tab
Performance Summary Tab
Calculations in Compensation Worksheets
Currency in Compensation Worksheets
Performance Ratings in Compensation Worksheets
Experience Levels in Compensation Worksheets
Market Data in Compensation Worksheets
Compensation Plans in Compensation Worksheets
Allocate Budget to Employees
Auto-Allocate Budget
Justify Budget Allocations
Promote Employees in Compensation
Export Your Worksheet Data
Submit Compensation Worksheets for Approval
Review Changes by Other Users in Compensation Worksheets
Generate Reward Letters
Send Reward Letters
Save Reward Letters
Senior Manager Experience
My Organization Tab Overview
Adjust Manager Allocations
Export Your Organization’s Worksheet Data
Approve and Reject Promotions in Worksheets
Approve and Reject Worksheets
Administrator Experience
Compensation Cycle Administration
Access Pervasive Learning for Compensation
View Compensation Cycles
My Organization Tab Overview
Adjust Budget Allocations
Reject Promotions by Managers
Promote Employees in Compensation Cycle Administration
Reopen Worksheets
Modify the Organization Hierarchy and Budgets
Add Employees to Worksheets
Delete Employees from Worksheets
Move Employees between Worksheets
Post Completed Compensation Cycles
Lock and Approve Compensation Cycles
Post Pay Components to HR or Payroll
Filter and Modify Posting Details for Multiple Employees
Process Bonuses in Payroll
Approve and Reject Assigned Worksheets
Approve, Reject, or Submit Worksheets on Behalf of Managers
Export Cycle Worksheet Data
Update Bonus Factors
Single Worksheet Overview
Access Single Worksheet
Filter Employees in Single Worksheet
Save Filters in Single Worksheet
View Columns in Single Worksheet
View Single Worksheet in Multiple Currencies
Auto-Allocate Budget in Single Worksheet
View Charts in Single Worksheet
Export Data in Single Worksheet
View Audit Information in Single Worksheet
Enter Comments for Managers in Single Worksheet
Enter Comments for Employees in Single Worksheet
Compensation Plan Administration
Filter Compensation Plan Assignments
View Compensation Plan Assignments and Target Bonus Overrides
Export Compensation Plan Assignment Dates
Import Compensation Plan Assignment Dates
Update Employee Plan Eligibility Dates
Filter Employee Plan Target Bonus Overrides
Configure Employee Plan Target Bonus Overrides
Edit Target Bonus Overrides for a Single Employee
Edit Target Bonus Overrides for Multiple Employees
Delete Target Bonus Overrides
Export Employee Plan Target Bonus Overrides
Import Employee Plan Target Bonus Overrides
Generate Reports
Compensation Configuration
Configure Compensation Guidelines
Configure the Guideline Matrix
Performance Rating and Range Penetration or Compa-Ratio Matrix
Compa-Ratio Matrix
Performance Rating Matrix
Localize Compensation Guidelines
Configure Reward Letters
Create Reward Letter Templates
Preview Reward Letter Templates
Localize Reward Letter Templates
Add a Company Logo for Reward Letters
Configure Worksheet Approval Workflows
System-Defined Worksheet Approval Workflows
Custom Worksheet Approval Workflows
Assign Access to Custom Worksheet Approval Workflows
Configure Compensation Metrics
Create Metrics Definitions
Copy Metrics Definition
Localize Metrics Definition
Delete Metrics Definition
Import Metrics Data
Filter Metrics Data and Metrics Definitions
Delete Metrics Data
Configure Compensation Plans
Create Compensation Plans
Add Effective Date Records for Compensation Plans
Effective Date Fields for Compensation Plans
Localize Compensation Plans
Delete Compensation Plans
Configure Equity Setup
Create Equity Types
Localize Equity Types
Delete Equity Types
Create Vesting Schedules
Localize Vesting Schedules
Delete Vesting Schedules
Configure Rounding Rules
Create Rounding Rules
Configure Compensation Cycles
Details
Define How Performance Ratings Are Used
Define Cycle Currencies and Exchange Rates
Eligibility
Organization
Add Employees to the Organization
Move Employees within the Organization
Delete Employees from the Organization
Management Assignments
Pay Components
Salary Increase Pay Component Fields
Bonus Pay Component Fields
Equity Pay Component Fields
Budgets
Set Budgets for Pay Components
Import Bonus Factors
Import Eligible Salaries
Import Budgets by Manager
Import Bonus Funding by Employee
Import Target Equity by Employee
Worksheet Setup
Worksheet Pay Components
Worksheet Charts
Instructions
Schedule and Approval
Localize Compensation Cycles
Localize Compensation Cycle Details
Localize Pay Components
Localize Bonus Factors
Localize Compensation Cycle Instructions
Compensation Plans for Compensation Cycles
Load Market Data for Compensation Cycles
Publish Compensation Cycles
Copy Compensation Cycles
Delete Compensation Cycles
Configure Target Bonuses
Add Job Assignment-Level Target Bonuses
Add Employee-Level Target Bonuses
Market Pricing Configuration
Experience Levels
Add Experience Levels
Localize Experience Levels
Deactivate Experience Levels
Market Data Definitions
Add Market Data Definitions
Edit Market Data Definitions
Localize Market Data Definitions
Compensation Market Data
Add Compensation Market Data Sets
Import Compensation Market Data
Adjust the Column View for Market Data Records
Filter Compensation Market Data Records
Localize Compensation Market Data Sets
Configure Reward History Setup
Reward History Data Definitions
Add Reward History Data Definitions
Edit Reward History Data Definitions
Localize Reward History Data Definitions
Reward History Data
Add Reward History Data
Import Reward History Data
Compensation Notifications
Compensation Administrator Role Security
Role Features for Compensation
Reference Information
How Compa-Ratio and Range Penetration Are Calculated
How Market Data Is Mapped
How Salary Is Calculated for Hourly Employees
Worksheet Approval Process
How Eligibility Is Determined for Compensation Cycles
Eligibility Criteria and Operators
Appendix: Frequently Asked Questions for Compensation Plans
Compensation Glossary

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