Action Items - Compensation

For organizations using the Compensation module, the compensation action items may appear on the Action Items page.

To access the Action Items, go to Home > Universal Profile. Then, click the Actions tab.

View Team

The View Team flyout allows managers, approvers, and custom relationships to quickly navigate between subordinates' profiles and transcripts. When enabled, the View Team flyout is available to managers and dotted line managers on all pages of their Universal Profile and the Universal Profile of their subordinates. This flyout displays the manager's reports visually.

The View Team button displays if enabled in the portal. Administrators may enable or disable this flyout via the My Team Dropdown section within Universal Profile General Preferences. See Universal Profile General Preferences.

See Universal Profile - View Team Flyout.

Options

An Options drop-down may be available on various pages of the Universal Profile. This menu may include options such as Assign Training and Create Goal. See Universal Profile Options Drop-down Overview.

Compensation Task Action Item Details

When a compensation task action item is displayed on the Action Items page, the following is displayed for each action item:

  • Color Strip - The left edge of the action item icon is color coded to represent proximity to the due date of the action item. For example, if the action item due date is past due, then the color strip is red to indicate that action is required immediately. If an action item due date is not eminent, then the color strip is green to indicate that action is not required immediately. See the Color Strip Key section below for additional information.
  • Title - This displays the action item title. If the user is a co-planner for the compensation task, then the task title indicates this. Click the action item title to open the Compensation Task Details page for the appropriate compensation task.
  • Assignment Date - This displays the date on which the task was started.
  • Due Date - This displays the action item due date.
  • Status - This displays the current status of the action item. See the Compensation Task Statuses and Actions section below for additional information.
  • Priority Flag - This button allows users to mark action items as high priority. Priority can be helpful as a visual indicator to users. Also, action items can be filtered by priority from the Sort drop-down at the top of the page. When the priority flag is not selected, it is gray . When the priority flag is selected, the action item is high priority and the flag is red .

Action Item Options

The following options are available from the action item drop-down menu:

  • Complete - Click this option to open the Compensation Task Details page for the appropriate task.
  • View History - Click this option to open the Compensation Plan History pop-up.

Compensation Task Statuses and Actions

Status Actions Action Behavior
Not Started Complete

If the user has other compensation managers as subordinates, then this redirects the user to the Compensation Task Details page with the Roll-up Summary tab selected by default.

If the user does not have other compensation managers as subordinates, then this redirects the user to the Compensation Task Details page with the Compensation Plan tab selected by default.
In Progress Complete

If the user has other compensation managers as subordinates, then this redirects the user to the Compensation Task Details page with the Roll-up Summary tab selected by default.

If the user does not have other compensation managers as subordinates, then this redirects the user to the Compensation Task Details page with the Compensation Plan tab selected by default.

Compensation tasks in Complete, Expired, or Pending Approval status do not appear on the Action Items page.

Color Strip Key

The following colors are available:

  • Red - Due today or past due
  • Orange - Due within the next seven days, not including today
  • Green - Due after seven days