Monitor Compensation Allocation

Monitor the status and progress of each compensation allocation task and support task assignees as needed.

Tip: Watch this video to learn how to monitor allocation.

Prerequisites

Before you can monitor compensation allocation, you must first Assign Compensation Tasks.

Overview

While managers work on submitting their compensation allocation tasks, you have the opportunity to monitor the status and progress of each task to support them. You will begin seeing the data of submitted tasks that are in the Ready for review status. Once a task is ready for review, you can make adjustments to the compensation decisions as needed.

During the Allocation stage, you can:

  • Monitor task progress and status
  • Review allocation highlights
  • Assess all compensation decisions
  • Make compensation adjustments if needed

When you are finished monitoring, you can close allocation by clicking Start review. Once you close allocation, managers will not be able to make further changes to their tasks.

Task status

In the Task status tab, you can view a listing of all the allocation tasks that have been assigned to managers. Here, you can monitor the status and progress of each task, and view key details per task at a glance.

You can make compensation adjustments by clicking View task > Finalize adjustments. For more information, see Make compensation adjustments.

Note: When you click View task, there will also be a section called Review managers' tasks if the manager's task has direct reports who are also managers. You can monitor the tasks assigned to the managers on the team and make adjustments if necessary.

Highlights

In the Highlights tab, you can review the allocation decisions that are highlighted as possible deviations or outliers from what the pay philosophy suggests.

  • To see the details of a highlighted decision and make a change, click Show details > Open breakdown.

Assess compensation decisions

In the Assess comp decisions tab, you can assess all compensation allocation decisions for consistency, fairness, and equity.

  • To make adjustments, click Open breakdown.

  • Click Export to export the data as a CSV file.

Make compensation adjustments

To make compensation adjustments, click View task > Finalize adjustments. This allows you to see the task from the assigned manager's perspective and make changes in the Compensation Adjustments table.

The compensation adjustments table is where you will review your employees’ compensation guidelines and finalize their adjustments. You can select relevant columns within the table to see exactly what you need and directly edit entries.

  1. Group by: Select an attribute to group the table. By default, the table is grouped by job name. Grouping by segment is available when there are employees in a task who belong to multiple segments. Subsequently, you can select which values of a group to display. You can also group by All employees.
  2. Budget: Here you will find the relevant budgets for the task. When there are employees belonging to multiple segments in a task, a budget segment picker will be displayed. The allocated amount dynamically updates as you make inline changes in the table.
  3. Header Actions: Run an analysis on the current state of compensation decisions and view pay philosophy guidelines.
  4. Inline Editing: Double-click on a blue value in the table to edit it. Special characters, letters, and anything other than numeric input is not accepted in any cells, except for deviations, which can accept (-) for a negative value. Values that would adjust an employee’s new base pay to be less than their current base pay are reset to the previous valid value.

    Tip: You can navigate the editable cells in the table with keyboard shortcuts.

    • Press the Left, Right, Up, and Down Arrow keys to move around the cells.
    • Press the Tab key to move to the next cell in a row.
    • Press the Enter key to accept the input and move to the next cell down.
    • Press the Esc key to deselect a cell.
  5. More Actions: View more details about an employee such as their compensation breakdown and adjustments. You can also assign them a promotion if you've included promotions in the cycle.
  6. Columns: Select the columns to be displayed in the table.

Start review

Once allocation is completed, click Start review. This will close manager allocation, managers will not be able to make further changes to their tasks.