Worksheet Setup

Compensation Guide

Version
R2025.1.0
Worksheet Setup

Before You Begin: The employee properties that are used as worksheet column options are configured in HR Admin > Employee Properties.

In the Worksheet Setup tab of Compensation Setup > Compensation Cycles, you can select from a list of standard employee data fields and employee properties to define which columns are available to managers in their worksheets. Some columns are included in the Selected list by default, but it’s recommended that you don’t remove them from this list.

Note: This list of column options includes both a Compensation Manager and a Manager option. Compensation Manager shows the name of the worksheet manager who is responsible for allocating budget to each employee in the compensation cycle. Manager shows the name of the primary manager assigned to each employee in the HR record.

Important: You can change all of the settings in the Worksheet Setup tab after the cycle is published.

To add a column to the worksheet:

  1. Go to Compensation Setup > Compensation Cycles.
  2. Click the Worksheet Setup tab for the compensation cycle.
  3. In the Available list, select a column or employee property that you want to include in the worksheet and then click the right arrow (right arrow icon) to move the item to the Selected list.
  4. Note: You can press and hold the Ctrl key to select and move multiple items, or you can click the move all right arrow (move all right arrow icon) to move all items from the Available list to the Selected list. You can also move items from the Selected list back to the Available list using the left arrow (left arrow icon) or the move all left arrow (move all left arrow icon).
  5. (Optional) In the Selected list, select the Show by default checkbox for the columns to show it by default in your compensation worksheets. When the Show by default checkbox is cleared for a column, it’s still available to managers in compensation worksheets and can be added from the View panel according to each manager's individual needs.
  6. Click Save.

For compensation cycles configured to use market data, note the following:

  • The Market Hourly Rate 50th Percentile and Market Hourly Salary 50th Percentile columns must be included in your worksheet. If you don’t include these columns, managers can't view market data for their employees.
  • If your market data set uses experience level as a mapping field, the Experience Level column must be included in your worksheet. If you try to publish the cycle without including the Experience Level column, Dayforce shows an error message in the Problems panel.

For compensation cycles configured to use reward history data files in the Details tab of Compensation Setup > Compensation Cycles, the reward history data columns are shown with the data file name as the prefix in the Available list.

Note: Employee Number and Currency columns aren’t shown in the Available list.

The required reward history data columns must be selected from the Available list and moved to the Selected list. In the Selected list, the Show by default checkbox must be selected for the columns to show by default in the compensation worksheets. You need to include the required columns for managers to view their employees' reward history data in the worksheets. The columns are shown as a group under the reward history data file in the worksheet:

Worksheet showing reward history data.