Viewing comp rounds

To access the compensation round page, navigate to Planner > Compensation and choose the comp round you wish to review. Click its name in the list. You can also click the icon on the far-right side of the row corresponding to the comp round and select View. You are now redirected to an in-depth view of the comp round you have selected.

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In the table, you can only see the comp rounds that are assigned to you, i.e., the comp rounds where you have direct or indirect reports.

At the top of the page, you can select one of three tabs:

• Comp review tab, where you can scroll to the right to view all the information about workers' eligibility and compensation.

• Individual view tab, where you can select a worker to see the details of their salary and bonus.

• Audit trail tab, where you can scroll down to check the latest updates and changes made in the worker grid.

Comp review tab

If the compensation round uses workflow stages, a stage progress bar is displayed at the top of the Comp review tab. By default, it is collapsed and shows a summary line indicating the current stage, for example, Stage 2 of 3 — Manager Review · 2 steps. Using the icon on the far-right side, expand the panel to see all stages defined in the round, each with its name, status, end date, and the workflow steps it contains. This gives you a clear view of where the round is in the overall process and what stages lie ahead.

The Comp review also includes a budget panel with the widgets your Compensation Admin configured for the round, in the order set in the round configuration. Each widget displays a single figure for its default function and scope, with the number of decimal places configured for the widget. For a sum with a budget, the figure is the amount spent out of the budget, with a chart specifying the utilization. Tags at the bottom of the widget show the function (for example, Sum), the type of budget (Dynamic budget, calculated from the workers in view, or Fixed budget, calculated once per manager), and the scope (such as Direct + indirect). A Frozen tag in the widget header indicates that the budget amounts are no longer recalculated. For a budget calculated at the worker level, frozen amounts are still adjusted when workers join or leave the round's population: new workers are counted with an amount of zero, and workers who leave are no longer included. If a widget has a help tip, click the information icon next to its name to read a short explanation of what the widget shows.

To see more detail, click the icon in the top-right corner of the budget panel. Each widget then reveals a table with one row per scope and the values for the functions configured, for instance, Spent/budget and Utilization. Click the icon to return to the default view.

To expand the budget panel, click the icon in its top-right corner. Click to expand the panel.

The budget figures always reflect the worker population shown in the grid. When you apply filters through the Population panel, Filters, or worker search bar that we describe below, the widget values update to match the filtered population. These numbers always span the matching population regardless of the current page. When no filters are active, the budget reflects the full population.

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Whether the budget panel is shown to you at all depends on the Budget widget setting configured for your role during compensation round setup. If it is disabled for your role, the panel does not appear. See Creating a compensation round for more details.

On the left side of the tab, the Population panel lets you group and filter the worker grid. The panel is expanded by default and can be collapsed with the icon to maximize the grid's width. It contains two drop-down controls and one search bar:

• View as: Determines whose population you are viewing (for example, Compensation Manager or HRBP).

• Browse by: Impacts how that population is grouped.

• Search by name or ID: Allows you to search by worker's name or worker's external ID number.

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If you access a round viewing as Compensation manager indirect, the worker grid and the manager filter are limited to the hierarchy depth your administrator configured for that role (one, two, three, or all levels below you). The round and the Compensation manager indirect option itself only appear to you if at least one worker actually falls within that range.

Use the Browse by drop-down to select a grouping dimension configured for the round (for instance, Line Manager, Organization, Legal Entity, or Cost Center). Depending on what you group by, the panel displays the groups differently: some appear as a flat alphabetical list with worker counts, while others, such as an organizational hierarchy or a reporting line, appear as an expandable tree scoped to the relevant part of the organization or management structure. In tree views, you can expand or collapse each level using the arrow icon. Workers with missing or unresolved values are grouped under an Unassigned row, which is hidden when empty, as are all other empty groups.

For groupings other than a reporting line (for example, Organization or Legal Entity), checking one or more groups filters the grid to the matching workers. For a flat list, only workers matching a checked value are included; for a tree, checking a higher level includes everyone below it. These selections combine with any other active filters, narrowing the grid further each time. To reset all selections and return to the full worker population, click Clear selection at the bottom of the Population panel.

When you browse by a reporting line (Line Manager, Matrix Manager, Compensation Manager, or Communication Manager), the tree has no checkboxes. Instead, click a manager's name to focus the grid and the widgets on that manager's team. If the manager has indirect reports in the population, the focus includes both direct and indirect reports; otherwise, it includes direct reports only. To change the scope, click the icon next to the focused manager and select Select all direct reports or Select all direct & indirect reports. Click the same name again to clear the focus, or click another manager to focus on their team instead. Changing Browse by also clears the focus.

A label above the grid shows which manager is focused and which reports are included. You can also focus on a manager who is not part of the round's population; the grid then shows only their reports who are in the population.

If you view the round as a Compensation Manager and nothing else is selected, your own node is focused automatically. When viewing as HRBP, Compensation Advisory, or Auditor, no manager is focused when the round opens.

Widgets for a budget calculated as a fixed amount per manager show a value only when a manager is focused. Until then, they display the message Select a manager in the population to see this budget.

Below View as and Browse by, there is also a search field that filters the panel as you type, whichever way the population is being browsed, a flat list or a tree. Clearing the search, changing Browse by, or switching the viewed audience returns the panel to its full, unfiltered state.

Additionally, the Comp review tab allows you to do the following:

• Search your selected worker by name or ID using the search bar.

• Click the Filters button to add conditions. In the Select filters drawer that opens, select a Manager from the drop-down list. To set more specific conditions, go to the Advanced section, which you can expand and collapse by clicking Expand and Collapse in its top-right corner. Use the toggle to choose between ALL or ANY and click + Add condition. Select a Criterion and Operator from the drop-down lists and enter a Value. When the criterion is a compensation amount, the Currency field also appears, letting you filter by Worker local currency or Comp round currency. To add more conditions, click + Add condition again. Click Apply to apply the filters. To discard your filters, click Clear filters. Click Cancel to exit the drawer.

• Define the order in which workers are displayed in the grid by clicking the Sort button. When you open the grid, workers are displayed in the default order set by your Compensation Admin for your role in the round configuration. In the Sort drawer, select the Column and Direction from the drop-down lists. Each criterion must have a column selected before you can apply the sorting. To add more criteria, click + Add sort criteria. To change their order, drag them by the handle on the left. To remove a criterion, click the - icon on its right. You can sort the grid by up to ten criteria at a time, including the default sort criteria applied when the grid opens. When all ten criteria are in use, the + Add sort criteria button is replaced by the Up to 10 levels hint.

  Click Apply to sort the grid by the selected criteria, or Cancel to close the drawer without changing the current sorting. To return to the default order, click Reset to default. The default order is applied immediately and the drawer closes.

  When you switch between round tabs during your session, the system keeps the sorting you apply. However, the sorting reverts to the default order when you open the round again or when you use View as.

• Adjust the rows by clicking the Rows button and selecting Short, Medium, Tall, or Extra tall.

• Jump directly to any column in the grid by clicking Find. A panel opens, listing every column and column group, with the columns of each group nested beneath it. Click a column or column group name to scroll the grid directly to it. Its header is highlighted, and the column is brought into view even if frozen or pinned columns would otherwise hide it.

  

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  Find is used for navigation only. It does not add, remove, hide, or reorder columns in the grid.

• Reload the data by clicking the Refresh button. The grid and all widgets are updated, including changes made by other users, while your filters, worker search, Browse by selection, and currency stay as they are. If a widget cannot be refreshed, it keeps showing its last values.

• Expand the view of the grid by clicking Maximize or restore it by clicking Minimize.

• View the budget validations that apply to the round by clicking Rules. The Active validation rules window lists each rule with its condition, whether it is Hard or Soft, and the number of workers in scope from which it applies. The button is displayed only if the round has validations.

• Choose the Worker local currency or Comp round currency from the drop-down list.

• Click the icon to select two additional options: Mass update and Export to Excel:

  • With the Mass update, you can update or clear one field for many workers at once, instead of editing each worker's cell individually. Before anything is saved, you can preview the impact of the change on every worker concerned. The wizard consists of three steps::

    1. Population: Define which workers should receive this update. You can target the workers currently selected in the grid, the round's entire population, or a custom group based on the grid's filters. A live count shows how many workers will be affected. Click Next to move to the second step.

    2. Update rule: Configure the update by selecting the Field from the drop-down list. Each run updates or clears one field. The value editor matches the field type, for example, a number input for a decimal column or the list of options for a drop-down column. You can also enter a Value number and leave a Note. Depending on how the column is configured by your Compensation Admin, the note is either optional or required. Click Next to move to the third step or Back to return to the first step.

       When you move to the next step, the system validates every worker in the target population against their workflow state, eligibility, guideline ranges, and drop-down validity. It also runs a background preview that simulates the update across the entire population.

    3. Review and apply: Check the table containing your changes before applying them to your chosen workers. The review separates the workers who will be updated from those who will be skipped. A reason is given for every skipped worker, for example:

       • The worker's row is locked or already approved in the workflow.

       • The worker is not eligible for the selected field.

       • The new value is the same as the current one.

       • The new value breaches a hard guideline.

       You can see the changes made to a single worker by clicking the View changes button at the far right side of the table next to the corresponding worker. It opens a full before-and-after breakdown of that worker's values. Click Apply to confirm your update.

       

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       Soft guideline breaches do not block a mass update. Workers whose new value falls outside a soft guideline are updated, and the breach is shown as a warning in the review step and in the worker's detail view. This allows you to deliberately apply an out-of-guideline value while keeping the exception visible.

       As with a single-worker save, if the updated field drives other columns, for example, cascading drop-downs, dependent values that would become invalid are cleared automatically. Every mass update is recorded in the Audit trail tab.

  • With Export to Excel, you can export the worker grid to Excel. A dialog will appear, prompting you to choose Export current page or Export all pages.

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Both export options apply your active Browse by selection from the Population panel in addition to any grid filters, so the exported file always matches the population currently shown in the grid.

If password protection is enabled for the round, you must also enter a Password before downloading. The password must be 4–18 characters and include at least one uppercase letter, one lowercase letter, and one number. With password protection disabled for the round, no password is required. To download the file, click Export in the dialog.

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The exported file honors decimal precision settings defined for columns in the Team planner view step of the compensation round setup, ensuring consistency between what you see in the Planner and the file. Similarly, the file contains the selected value of every custom drop-down column, whatever its option source, including drop-downs with an entity-based option source and cascading drop-downs whose options depend on another column's value.

• In the worker grid, you will always see the first seven columns: Worker, Action, Workflow Step, Workflow Status, Manager, Eligibility, and Notes. Other columns are those configured by the Compensation Admin when creating the compensation round, for instance, compensation elements, custom columns, calculated columns, or calculated fields sourced from the data model. Which of these other columns you see can vary by role: the Compensation Admin can configure column visibility separately for each role during compensation round setup. As a result, the set of columns shown here can differ from what another actor, such as an HRBP or auditor, sees for the same round. In a wide grid, use Find column to reach a specific column without scrolling.

• Sort the grid by clicking a column header. Click once for ascending order. For descending order, click again. If ten sort criteria are already in use, clicking a column that is not yet sorted does not sort the grid. Instead, the You have reached the sorting limit pop-up appears. Click Manage sorting to open the Sort drawer and adjust your criteria, or Cancel to close the pop-up. You can still click the headers of columns that are already sorted to change their direction or remove them from the sorting. Sorting works alphabetically for the Worker and Manager columns, numerically for compensation amount columns (such as merit increase or bonus amounts), chronologically for date-based calculated columns (oldest to newest, or the reverse), and by checked/unchecked state for checkbox-type calculated columns, with blank values ranked lowest.

• Scroll to the right to see the compensation section of the grid. This section is divided into individual columns and column groups, representing a compensation element configured during the compensation round setup, such as Proposals. Each group contains related columns, for example Base Pay, Base Pay Override, and Fixed Allowances.

  • Some cells, such as those in custom input columns or those related to compensation elements, may come prefilled with a proposed value when the round is published or republished. You can keep, edit, or clear the value; to revert to the original proposed value, use the Restore value action.

  • Where a worker is eligible, the columns within the relevant group become editable. Entering a value in one column will automatically calculate and populate the related columns within the same group. If a compensation element is governed by guidelines, clicking the editable field displays a pop-up window with the minimum and maximum amount available for this field. If the entered value falls outside these boundaries, the pop-up also flags the value as out of range. Whether saving is still possible depends on how the rule was configured, since each boundary can independently be set to only warn or to block saving entirely when a value falls outside it. Because guideline boundaries are calculated using formulas, editing any field referenced by a guideline recalculates the applicable minimum and maximum in real time, so the values and out-of-range warnings you see always reflect the worker's latest data.

  • If eligibility rules in the round reference custom columns, you can update a worker's eligibility directly in the grid by changing the value in the relevant column – for example, setting a Promotion dropdown to Yes. The corresponding compensation element becomes editable for that worker in real time. Any calculated column displaying the eligibility status also updates automatically to reflect the change.

  • A custom column can also carry its own eligibility, guidelines, or required-notes rule, configured directly on that column instead of on a compensation element. When it does, the column behaves the same way a compensation element with that rule would. For a worker who is ineligible for the column, the cell is read-only, values outside its guidelines show the same warning or blocking behavior, and a required note is prompted under the same conditions, always or only when the value falls outside the guidelines.

  • If your administrator has set up budget validations for the round, the aggregated spend is checked automatically every time you save a change. If a change breaks a Soft rule, the change is saved, a message shows the rule name and the amount spent against its threshold, and a warning icon appears in the header of the column concerned; click the icon to see which rules are breached. If a change breaks a Hard rule, the change is not saved. The Over budget window explains which budget the value exceeds, and you can click Revert to restore the previous amount. To see all rules that apply to the round, click Rules in the toolbar, as described above.

  • Custom text columns accept free-text values up to a maximum length. The limit is enforced as you type, so any value the cell accepts is saved and recorded in full in the Audit trail.

  • If your administrator has removed an option from a custom drop-down column after the round was republished, the affected cells remain visible rather than appearing empty. A warning icon is displayed inside the cell alongside the stored value in strike-through styling. Hovering over the cell shows a tooltip with the relevant explanation. When you open the drop-down on an impacted cell, the invalid value appears at the top as a disabled, non-selectable entry, with all currently valid options listed below. To resolve the cell, select a valid option from the list or clear the value. Once resolved, the invalid value is permanently locked out of that specific cell, and it cannot be reselected. Lock-out applies per cell and does not affect other workers.

  • Some custom drop-down columns are configured to narrow their options based on other columns already filled in for that worker, for example, limiting available cities to the ones belonging to the country already selected. If you change a column that a drop-down depends on in this way, the drop-down's option list updates automatically, and a previously selected value that no longer matches the new combination is cleared.

  • Some calculated columns appear as read-only checkbox cells: checked when the formula evaluates to true, unchecked when false, and blank when the result is missing or cannot be evaluated.

  • If a custom or calculated column has been configured with the Percentage option, its values display with a % sign. Enter your percentage directly (for example, enter 10 to mean 10%); the application converts and stores the underlying value as a decimal automatically. Values are rounded to the number of decimal places configured for the column; for example, a stored value of 0.12345 with two decimal places is displayed as 12.35%.

  • Sometimes a cell driven by a calculation cannot produce a result – for instance, if the data it needs is missing or does not work with the formula. When that happens, the cell shows a clear error. Read-only cells display Unable to calculate in red; editable cells show a red #ERROR! and stay editable, so you can type in a value to fix it. Hover over either one to see a tooltip explaining what went wrong. If another cell depends on one that has an error, it also shows an error. Totals and other summary numbers skip the affected rows instead of counting them as zero.

  • You will also notice that some columns contain icons next to their names. Depending on the compensation round setup, the icons may relate to Conditional formatting, a Calculated column formula, Proposal management, or Planner calculations. Hovering over these icons displays relevant tooltips, and clicking the icons opens drawers on the right side of the screen, presenting the outcome of the comp round configuration in read mode, for example rules or formulas applied.

• Click the worker's name to see details of their Comp history, Salary, Bonus, and Notes in a drawer that will slide from the right. From there, you can also access the Individual view tab by clicking the Go to individual view button at the bottom of the drawer.

The following picture presents the Comp review:

Comp review tab

Individual view tab

The Individual view tab allows you to review detailed information about a specific worker and update or adjust the amounts allocated to them.

From the View as drop-down list on the left side of the page, select the role whose worker population you want to view (for example, HRBP). Below, click the name of the worker you wish to inspect. A table with details of the selected worker will appear.

Choose the Worker local currency or Comp round currency from the drop-down list. Above the table, select the Salary, Bonus, or Notes tab.

Enter or update the amounts for your chosen worker as needed.

The illustration below shows the Individual view:

Individual view tab

Audit trail tab

The Audit trail tab displays all historical changes made to the table. It shows who made each change and when it was made. The table also indicates where the change occurred and what input was provided, if any. Values entered in custom text columns are recorded in full, including longer free-text entries. Changes applied with Mass update are recorded as well, so bulk changes remain as traceable as individual cell edits. This gives you more control over your comp round, helping you to track updates and spot any mistakes or issues more effectively.

From the View as drop-down list above the table, select the role whose worker population's audit trail entries you want to review (for example, HRBP). You can also use the search bar to find an audit trail record that interests you the most. Simply enter a keyword, and the search will begin automatically.

To refine the results, click the Filters button. From the available options, you can filter by:

• Date from

• Date to

• Editor

• Action

• Worker

• Updated field

The following figure illustrates the Audit trail:

Audit trail tab