When completing a compensation task, the following options may be available from the Options drop-down menu:
- Adjust Budgets - All Reports - Select this option to adjust the budget for all of the selected compensation manager's subordinates (the entire compensation manager hierarchy). This option is only available if the compensation manager is within the Budget Adjustment Availability criteria that is defined for the compensation task and if the user displayed in the User Profile Dashboard has subordinate compensation managers. For example, if a subordinate who does not have subordinate compensation managers is displayed in the User Profile Dashboard, then this option is not available. See Compensation Task - Adjust Budget - All Reports.
- Adjust Budgets - Individual - Select this option to make adjustments to the compensation budget for an individual subordinate. This option is only available if the compensation manager is within the Budget Adjustment Availability criteria that is defined for the compensation task and when viewing the User Profile Dashboard of a subordinate compensation manager. See Compensation Task - Adjust Budget - Individual.
- Approve Plan - Select this option to open the selected compensation manager's compensation plan for approval or denial. This option is only available if the compensation manager who is viewing the compensation task is next in the approval workflow for the corresponding subordinate's compensation plan. This opens the subordinate's compensation plan for approval or denial. See Compensation Plan - Summary/Read-only/Approval Tab.
- Cascade Budget - Select this option to cascade the budget to subordinate compensation managers. This option is only available when the compensation manager is viewing their own User Profile Dashboard, the compensation task contains Cascaded Budget type components, and the compensation manager must cascade component budgets to their team. See Compensation Task - Cascade Budget.
- Co-Planner - Select this option to view, add, and edit co-planners for the compensation manager's compensation task. 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. See Compensation Task - Co-Planner - Add/View.
- Contact Administrator - Select this option to send a message to the administrator for the compensation task. This option is only available if an administrator contact is defined for the compensation task. See Compensation Task - Contact Administrator.
- Download Individual Adjustments - Select this option to open the Compensation Adjustment Report for the users within the compensation task. The most recently saved current draft of the compensation plan is reflected in the report. A deleted draft cannot be exported. This option is only available if Executive Roll-up is enabled for the compensation task.
- Download Statement - Select this option to download the compensation statement of the selected subordinate. This opens a PDF of the subordinate's compensation statement for the compensation task. This option is only available when viewing the User Profile Dashboard of a subordinate and if the compensation task is configured to allow compensation managers to download subordinates' compensation statements.
- Download Team Statements - Select this option to generate and download compensation statements for the direct subordinates of the selected compensation manager. This option is only available when viewing the User Profile Dashboard of a subordinate and if the compensation task is configured to allow compensation managers to download subordinates' compensation statements. See Compensation Task - Download Team Statements.
- View History - Select this option to view the submission, approval/denial, and edit history of the compensation plan during the approval workflow. This option is only available if there is any history to display for the user's compensation plan. See Compensation Task - View Plan History.
Contents
The following information is available within this folder. Click a link to navigate directly to the appropriate topic: