Set Individual Targets - Search for Users

Administrators are able to set individual targets for employees as well as track its history. This enables target bonus and equity values to be set by individual without having to set up numerous bonus/equity/LTI adjustment guidelines with the only distinguishing factor being the target amount. The ability to manage past target values for employees also enables for proration based on individual targets during compensation tasks.

To set individual targets, go to Admin > Tools > Compensation Management > Individual Targets.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Compensation Individual Targets - View Grants ability to view bonus and equity targets for individual users. The administrator can view the Individual Target history and Modification History for the user. However, the administrator is not able to create, edit, or delete a target. With individual targets, adjustment guidelines that have a bonus or equity type component have the option of setting target values to individual targets. This permission can be constrained by OU, User's OU, or User. This is an administrator permission. Compensation - Administration
Compensation Individual Targets Grants ability to set bonus and equity targets for individual users. With individual targets, adjustment guidelines that have a bonus or equity type component have the option of setting target values to individual targets. This is an administrator permission. Compensation - Administration

Search for Users

Search for the users for whom your are setting individual targets using the search fields. You can search for users by last name, first name, user ID, manager, or OU.

  • Only a single manager can be selected.
  • Multiple OU criteria can be selected. If multiple OUs are selected, the search returns users that match at least one of the OU criteria.

After selecting the appropriate search criteria, click the Search button. The Search Results section displays all users that match the search in alphabetical order by last name. Clicking Search without any criteria displays all visible users.

Search Results

The following information is displayed for each user in the search results:

  • User - The user name. Users in the search results are displayed alphabetically by last name. Users who only have permission to view individual targets can select a user's name in the Search Results to view the individual targets for the user. See Set Individual Targets - View and Set Targets.
  • User ID
  • Identifier - The user's OUs identifiers. These are typically the user's Division and Position.
  • Manager - The user's manager.

View User's Individual Targets

Select a user's name in the Search Results to view the individual targets for the user. See Set Individual Targets - View and Set Targets.

Edit User's Individual Targets

Select the Edit icon in the Options column to edit the individual targets for the user. This option is only available to administrator who have permission to set targets for individual users. See Set Individual Targets - View and Set Targets.