Before You Begin: The My Organization tab shows budget information in the cycle currency, which is defined by the Currency drop-down list in the Details tab of Compensation Setup > Compensation Cycles.
When you open the compensation cycle slide-out panel in Compensation Administration > Compensation Cycle Administration, Dayforce shows the My Organization tab, which is similar to the one shown to senior managers, except it shows information for all of the managers that you have administrator access for, rather than just the managers that report to you directly. The tab includes a status chart that allows you to quickly and easily identify the progress of the worksheets in your organization.
The tab also includes a hierarchy of all managers that you have access to in the cycle and shows the total budget at each level, and each manager’s allocated and remaining amounts. It also includes the total base salary of each manager’s employees, the status of the worksheet, and the number of problems in the worksheet.
You can add comments on the worksheet by selecting the note icon (
) next to the manager’s name in the hierarchy. Dayforce opens a note panel in which you can enter and post comments. If one or more notes were already added, Dayforce shows the existing notes icon (
) to indicate that notes are available for you to view.
Note: Comments added from this screen are visible to all users who have access to the worksheet.
You can view the worksheets for managers in your organization by clicking the arrow next to each manager’s name to expand the hierarchy. You can also quickly locate and highlight a manager in the organization hierarchy using the Search for a manager drop-down list in the My Organization tab toolstrip.
You can click the arrow next to each manager’s name to expand the hierarchy. The name of each manager with a worksheet shows as a link in the hierarchy.
When you click the link, Dayforce opens the selected worksheet in a new tab in the slide-out panel.
In this tab, you can take the same actions that managers can take in their worksheet, including allocating budget and sending reward letters to employees.
Note: If a manager's allocated budget for a pay component is zero, that pay component is excluded from the manager's worksheet when you open it.
By default, if the compensation cycle includes more than one currency type, the charts and budget information shows in the cycle currency, and the information in the employee list shows in the local currency for each employee. You can change the worksheet currency to any other currency in the cycle or set the employee list to use the worksheet currency rather than each employee’s local currency using the Currency drop-down list in the worksheet toolstrip. This drop-down list is available in the manager and senior manager view of the worksheet. See Currency in Compensation Worksheets.