Base Compensation Template - Layout - Column Layout

The Column Layout section enables administrators to select which compensation columns appear on the compensation task. Administrators are also able to customize the column name that is displayed on the compensation task.

Available Columns

The Available Columns field lists all of the available fields that can be added as a column to the compensation template. Fields are displayed in the Available Columns field in alphabetical order.

The Available Columns field only displays fields that have not yet been added to the display. In order for a field to be displayed as a column, it must be moved to the Display Columns field. See the Columns - Add to Display section below for additional information.

Components that appear in the Available Columns field for a template do not appear in the corresponding compensation plan tab, the Budget Summary graph on the plan, the Roll-up and Plan Summary tabs of the compensation task, or on the profile dashboard of the compensation task.

Display columns

The Display Columns field lists all of the fields that have been added as a column to the display. In order to hide a column from the display, it must be moved to the Available Columns field. See the Columns - Remove from Display section below for additional information.

Columns are displayed in the Display Columns field in the order in which they will appear on the compensation task. The display order can be modified by the administrator by changing the order in which they appear in this field. See the Columns - Change Display Order section below for additional information.

Administrators are able to customize the column names that are displayed to compensation managers on the compensation plan. See the Selected field and Display name section below for additional information.

By default, all columns appear in the Display Columns field when a compensation template is created. The following fields are available for base type compensation templates:

• Name - This column cannot be removed from the Display Columns field. Also, this column must appear first.
• Performance
• Current Salary/Rate
• Wage Type
• Currency
• Current Compa-Ratio
• <Base components that are included in the Base Salary that are added to the template>
  • These components are added in the Components section of the General page.
  • Components with a budget defined automatically appear in the Display Columns field and cannot be removed. Only components with a Budget Type of "None" can be removed.
• Total Increase
• New Salary/Rate
• New Compa-Ratio
• Lump Sum
  • This column appears only if the Allow Lump Sum Adjustment for Merit Increase checkbox is selected on the General page.
  • This column can only be removed from the Display Columns field if there is no budget defined for the Merit Increase component.
• Non-Monetary Components - "These fields have an asterisk next to it, and it cannot be renamed or removed from the Display Columns field. To remove it, you must remove it from the Non-Monetary Components section on the General page. All non-monetary components are grouped together at the bottom of the Display Columns list."
• <Base components that are not included in the Base Salary that are added to the template>
  • These components are added in the Components section of the General page.
  • Components with a budget defined automatically appear in the Display Columns field and cannot be removed. Only components with a Budget Type of "None" can be removed.

Add Fields

Administrators can add performance metrics, succession metrics, and user custom fields to the compensation plan template.

To add fields, click the Add Fields link at the top of the Display Columns field. This opens the Search Fields and Metrics pop-up. Select the appropriate fields and click the Add button. The selected fields are added in alphabetical order at the bottom of the Display Columns field.

Once fields are added, they remain visible in either the Available Columns or Display Columns field after the template is saved. However, if the administrator cancels the changes after the fields are added, then the added fields are removed from the template.

Selected field and Display name

When a single field is selected in the Available Columns or Display Columns field, the Selected Field field displays the default name of the selected field. If more than one field is selected or if no field is selected, then this field is blank.

While the Selected Field field displays the default name for the selected field, administrators are able to customize the column name that is displayed to compensation managers on the compensation task. To customize the column name, enter a new column name in the Display Name field, up to 100 characters. This is the column name that will appear on the compensation plan. This field does not accept HTML. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.

• When a display name is modified, the change only applies to the current compensation template. The change does not affect any other compensation templates in which the corresponding field appears.
• By default, the display name is the same as the default field name.
• A display name is required for each column, regardless of whether it is included in the Available Columns or Display Columns field.

If the display name is changed for the Current Salary/Rate or New Salary/Rate columns, then this display name is displayed regardless of the employee wage type. However, if the display name is unchanged, then the individual cell headers reflect whether the user has a wage type of Annual or Hourly.

Note: The Display Name field is inactive if more than one field is selected, no field is selected, or the selected field is a component that is included in the template.

Columns - Add to Display

The Available Columns field only displays fields that have not yet been added to the display. In order for a field to be displayed as a column, it must be moved to the Display Columns field. To add a column to the display, select the field from the Available Columns field and click the Move Right button , which is to the right of the Available Columns field. The selected item is added to the bottom of the Display Columns field. The display order of the column can then be modified, if necessary. See the Columns - Change Display Order section below for additional information.

Administrators can move multiple fields to the Display Columns field by selecting multiple fields prior to clicking the Move Right button.

Columns - Remove from Display

The Display Columns field lists all of the fields that have been added as a column to the display. In order to hide a column from the display, it must be moved to the Available Columns field. To remove a column from the display, select the field from the Display Columns field and click the Move Left button , which is to the left of the Display Columns field. The selected item is added to the Available Columns field in alphabetical order.

Administrators can move multiple fields to the Available Columns field by selecting multiple fields prior to clicking the Move Left button.

Fields that cannot be removed from the display are denoted with an asterisk (*) next to the column name in the Display Columns field.

Components with a budget defined automatically appear in the Display Columns field and cannot be removed. Only components with a Budget Type of "None" can be removed.

Columns - Change Display Order

Columns are displayed in the Display Columns field in the order in which they will appear on the compensation task. The display order can be modified by the administrator by changing the order in which they appear in this field. For example, the column that appears at the top of the Display Columns field will appear as the first column on the compensation task, and the column that appears at the bottom of the Display Columns field will appear as the last column on the compensation task.

Note: The Name column must always appear as the first column on the compensation task. Because of this, the display order cannot be changed for the Name column. In addition, no column can be moved above the Name column.

To change the display order for a column, select the field from the Display Columns field and click the appropriate button to the right of the Display Columns field. The following options are available:

• Move to Top - Click this button to move the selected column to the top of the list, below the Name column.
• Move to Bottom - Click this button to move the selected column to the bottom of the list.
• Move Up - Click this button to move the selected column up one position. No column can be moved above the Name column.
• Move Down - Click this button to move the selected column down one position.

Administrators can move multiple columns by selecting multiple fields prior to clicking the appropriate Move button.

Use Cases