Compensation Task - Co-Planner - Add/View

The Co-Planner pop-up enables users to view, add, and edit co-planners for the compensation manager's compensation task. This functionality applies to the compensation manager who is displayed in the User Profile Dashboard. For example, when viewing another compensation manager's User Profile Dashboard, the pop-up enables you to view, add, and edit co-planners for that compensation manager.

To add or edit co-planners for the compensation manager's compensation task, select Add Co-Planner from the Options drop-down in the User Profile Dashboard.

To view co-planners for the compensation manager's compensation task, select View Co-Planner from the Options drop-down in the User Profile Dashboard. Note: This option is only available when the compensation manager cannot add or edit co-planners.

This ability to view existing co-planners is always available. The ability to add and edit co-planners is only available when enabled for the compensation task.

Add Co-Planner

The Add-Co-Planner pop-up enables compensation managers to add or edit co-planners to the compensation manager's compensation task. This functionality applies to the compensation manager who is displayed in the User Profile Dashboard. For example, when viewing another compensation manager's User Profile Dashboard, the pop-up enables you to view, add, and edit co-planners for that compensation manager.

Only one co-planner can be added to a compensation task.

To add a co-planner, click the Select icon . This opens the Select User pop-up. Note: A compensation manager cannot be selected as a co-planner for their own compensation task. See Select User Pop-up.

To edit a co-planner, you must first remove the existing co-planner by clicking the Remove icon to the right of the co-planner. Then, add a new co-planner.

After adding or editing the compensation task co-planner, click Save to save the co-planner changes, or click Cancel to discard any co-planner changes.

View Co-Planner

The View Co-Planner pop-up enables compensation managers to view the compensation task's co-planner. If a co-planner exists for the compensation task, the co-planner's photograph and name are displayed. In this pop-up, the co-planner cannot be edited.

To close the pop-up, click Close.