Compensation Task - Compensation Plans Tab

The Compensation Plans tab of a compensation task enables the compensation manager to create a compensation plan. Also, this tab displays all of the compensation manager's compensation plan drafts for the compensation task. If Executive Roll-up is enabled for the compensation task, then the compensation manager can view a subordinate's compensation plan drafts when viewing the subordinate's User Profile Dashboard.

The Compensation Plans tab only displays if one of the following is true:

• The user that is displayed in the User Profile Dashboard is the compensation manager.
• The user that is displayed in the User Profile Dashboard is the compensation manager's co-planner.
• Executive Roll-up is enabled for the task.

To access the Compensation Plans tab of a compensation task, go to Home > Scheduled Tasks. Click the compensation task title. Then, click the Compensation Plans tab.

The Compensation Plans tab is the default tab for the compensation task if the compensation manager or their co-planner does not have subordinate compensation managers (i.e., the Roll-up Summary tab does not appear).

Breadcrumbs

At the top of the page, the breadcrumbs for the page are displayed. Users can click the links within the breadcrumbs to navigate to those pages. Note: The page to which the Home icon is linked is configured by the administrator in Navigation Tabs and Links.

The breadcrumbs include the compensation task name and the name of the compensation manager who is completing the compensation task. If the co-planner is completing the compensation task, then the name of the compensation manager for whom the co-planner is planning is displayed.

When the compensation manager navigates to view the User Profile Dashboard of a subordinate, then the subordinate's name is also displayed in the breadcrumbs.

User Profile Dashboard

At the top of the compensation task, the User Profile Dashboard is displayed. This section displays the compensation task title, the Options drop-down menu, view controls, and a summary of the compensation manager and the compensation task components.

See Compensation Task - User Profile Dashboard.

See Compensation Task - Options Drop-down.

Instructions

The instructions for the Compensation Plans tab are displayed below the User Profile Dashboard. The instructions are configured by the administrator when the compensation task is created.

Create Plan

Click the Create Plan button to create a compensation plan for the compensation task. Note: Users must have permission to manage compensation plans to create a compensation plan. See Compensation Plan - Create/View/Edit .

This button is available when the compensation manager or a co-planner is viewing the compensation manager's User Profile Dashboard and the task is not expired or completed. The button is also available when the compensation manager or a co-planner is viewing the User Profile Dashboard for one of the compensation manager's subordinates and Executive Roll-up is enabled with Edit access for the compensation task.

Compensation Plan Drafts Table

The Compensation Plan Drafts table displays the following information for each of the selected user's compensation plan drafts:

• Version - This displays the version number for the draft. Version updates are increased by 1.0 for each draft version.
• Last Saved Date - This displays the date on which the draft was last saved. For a submitted compensation plan, this includes any time the plan is saved during the approval workflow. Note: During the approval workflow, an approver with edit rights can save a compensation plan by editing the compensation plan and then either saving, approving, or denying the plan.
• Status - This displays the status of the draft. The following statuses are available:
  • Draft
  • Draft (Copy of Submitted <Version #>)
  • Submitted
  • Approved
  • Denied

Draft Options

When a compensation manager or their co-planners are viewing the compensation manager's User Profile Dashboard, the following options may be available by clicking the drop-down arrow in the Options column:

• Edit - This option is available for the following draft statuses:
  • Draft
  • Draft (Copy of Submitted <Version #>)
    • If edits are made to a copy and the copy is saved, the status of the copy changes to Draft.
    • If edits are made to the copy and the copy is submitted, the status of the copy changes to Submitted.
  • Denied
• View - This option is available for the following draft statuses:
  • Submitted - If edits are made to a submitted compensation plan during the approval workflow, then these changes are reflected when the compensation plan is viewed.
  • Approved
• Copy - This option is available for all draft statuses.
• Delete - This option is available for the following draft statuses:
  • Draft
  • Draft (Copy of Submitted <Version #>)
  • Denied

When viewing a subordinate's User Profile Dashboard and Executive Roll-up is enabled for the compensation task, the following options may be available by clicking the drop-down arrow in the Options column:

• Edit - This option is only available when Executive Roll-up is enabled with Edit access for the compensation task. Also, this option is available for the following draft statuses:
  • Draft
  • Draft (Copy of Submitted <Version #>)
  • Denied
• View - This option is available when Executive Roll-up is enabled with Read access for the compensation task for all draft statuses. This option is available when Executive Roll-up is enabled with Edit access for the compensation task if the task is in Submitted or Approved status.
• Copy - This option is available for all draft statuses.
• Delete - This option is only available when Executive Roll-up is enabled with Edit access for the compensation task. Also, this option is available for the following draft statuses:
  • Draft
  • Draft (Copy of Submitted <Version #>)
  • Denied