Toolstrip

Toolstrip buttons
Button	Description
Save as Draft	Saves your changes in the worksheet and updates the status of the compensation cycle to In Progress.
Submit	Submits the worksheet for approval after you've finished allocating your budget. After submitting, you can no longer edit the details, and Dayforce updates the status of the worksheet to Pending Approval.
Refresh	Ensures that all of the data shown in the worksheet is updated when you edit allocations in the worksheet.
Filter	Opens the Filter panel. Use the available parameters to filter the list of employees in the worksheet by employee name, currency code, or job assignment. When you’ve finished configuring the filter parameters, click Apply Filter to filter the employee list.
View	Opens the View panel in which you can modify the columns that are shown in the employee list. To update the list of selected columns, click Choose Columns and then update the columns in the Selected list using the arrows in the Column Options dialog box. When you’ve finished, click Select and then click Apply to update the employee list.
Problems	Dayforce shows the Problems panel when issues occur in the worksheet, however, you can click Problems at any time to open or close the panel. If many issues are present, you can export the list to make it more manageable. Click the down arrow in the Problems panel, and select Export: Dayforce generates a spreadsheet listing all of the issues in the worksheet.
Auto-Allocate	Distributes your assigned budget to employees automatically based on the configured guideline, percentage of salary, or equally. If the cycle contains more than one pay component, the button changes to a drop-down list and you can select the pay component to allocate rewards. When you click Auto-Allocate or select a pay component in the drop-down list, Dayforce opens a dialog box in which you can configure the allocation details. Dayforce shows different options depending on the selected pay component type (that is, salary increase or bonus with payout factors). See Allocate Budget to Employees.
Currency	If the compensation cycle includes more than one currency type, Dayforce shows the Currency drop-down list which you can use to change the currency used in the worksheet. You can also control whether data in the employee list is shown in the worksheet currency or in each employee’s local currency using the Show Employee Local Currency in Worksheet checkbox in the drop-down list. See Currency in Compensation Worksheets.
Promote	If the compensation cycle was configured to allow promotions, Dayforce shows Promote in the toolstrip. Select an employee in the worksheet and click Promote to assign a new job assignment and enter a reason for the promotion. See Promote Employees in Compensation.
Export	Exports all of your worksheet data to an Excel file. See Export Your Worksheet Data.
Reward Letter	The Reward Letter button is enabled for worksheets when the compensation cycle is in the Approved or Completed status. Select the checkbox next to one or more employees in the worksheet and then click Reward Letter to do the following: Download reward letters. See Generate Reward Letters. Send reward letters to Message Centers. See Send Reward Letters. Save a reward letter template. See Save Reward Letters. This reward letter outlines any promotions, salary changes, equity rewards and bonuses awarded to the employee during the compensation cycle. If the compensation cycle was configured without a reward letter template, this button doesn’t show. You must communicate the reward information to employees using an alternative method, for example, verbally or through a letter prepared outside of Dayforce.