Compensation Task - Create - Layout - Column Layout

The Column Layout section enables administrators to select which compensation columns appear on the Summary, Read-Only, and Approval views of the compensation task. Administrators are also able to customize the column name that is displayed on the compensation task.

Note: This configuration affects the layout and contents of the Summary, Read-Only, and Approval views of the compensation task. The layout and contents of the Base, Bonus, and Equity pages is configured within the corresponding plan templates.

Available columns

The Available columns field lists all of the available fields that can be added as a column to the Summary, Read-Only, and Approval views of the compensation task. 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 view. 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 do not appear in the Summary, Read-Only, and Approval views of the compensation task.

By default, the following fields appear in the Available columns field when a compensation task is created:

Current Compa-Ratio
New Compa-Ratio (if a base template is included in the task)
Total Increase (if a base template is included in the task)
<Base components that are included in the Base Salary that are hidden on the base template> (if a base template is included in the task)
<Bonus components that are hidden on the bonus template> (if a bonus template is included in the task)
- For each bonus component, the following components are available:
  - <Bonus component> - Target
  - <Bonus component> - % Attained
  - <Bonus component>
<Equity components that are hidden on the equity template> (if an equity template is included in the task)
- For each equity component, the following components are available:
  - <Equity component> - Target
  - <Equity component> Award/Grant

Display columns

The Display columns field lists all of the fields that have been added as a column to the Summary, Read-Only, and Approval views of the compensation task. 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 Summary, Read-Only, and Approval views of 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, the following fields appear in the Display columns field when a compensation task is created:

Name - This column cannot be removed from the Display columns field. Also, this column must appear first.
Performance
Hire Date
Length of Service
Currency
Current Salary/Rate
<Base components that are included in the Base Salary that are included on the base template> (if a base template is included in the task)
New Salary/Rate (if a base template is included in the task)
Lump Sum (if a base template is included in the task)
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 base template> (if a base template is included in the task)
<Bonus components that are included on the bonus template> (if a bonus template is included in the task)
- For each bonus component, the following components are available:
  - <Bonus component> - Target
  - <Bonus component> - % Attained
  - <Bonus component>
<Equity components that are included on the equity template> (if an equity template is included in the task)
- For each equity component, the following components are available:
  - <Equity component> - Target
  - <Equity component> Award/Grant

Add Fields

Administrators can add user fields and performance, succession, and competency metrics to the Summary, Read-Only, and Approval views of the compensation task.

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 task is saved. However, if the administrator cancels the changes after the fields are added, then the added fields are removed from the task.

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 task. 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 task. The change does not affect any other compensation tasks or templates in which the corresponding field appears.
By default, the Display name field contains the field's display name from the last template (base, bonus, equity) in which the field has been configured to be displayed.
A display name is required for each column, regardless of whether it is included in the Available columns or Display columns field.

Note: The Display name field appears gray and is inactive if more than one field is selected, no field is selected, the selected field is in the Available columns field, or the selected field is a component that is included in the task.

If a component field in the Display name field is selected, an Include as percentage of base option is available the right of the Selected field field. When this option is selected, the component allocations appear as the fixed amount and as a percentage of the employee's Base Salary on the Summary, Read-Only, and Approval views of the compensation task. When this option is not selected, the component allocations appear as the fixed amount only on the Summary, Read-Only, and Approval views; the allocations as a percentage of the employee's Base Salary appear in the expanded employee view.

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.

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.