Below are settings available on Custom Pages and the actions they perform.

Action: Edit the title of the page. This is displayed on the Admin View and in the Custom Page list on the Manager View.

Active: If toggled on, page is ready to view and be available in the Custom Page list (if Visible is checked off), on the Home Page (if set up), under Analyze, or used in drilldowns or in other custom pages.

Visible: If toggled on, the page will show in the Custom Pages dropdown on the Manager view for the roles who have access to the page. Can only be visible if the page is Active, ‘Base Object’ is not set, or ‘Base Object’ is set and ‘Use employee of user’ is checked (see 4 and 6 below).

Action: Change the layout of the page.

·         Default – standard page, no sidebar

·         With Sidebar – Default with a sidebar to navigate based on the Base Object (Employee, Comp Cycle, Department, Fund, etc.)

·         Tabbed – Default with tabs across the top to organize data

·         Default – Wide, With Sidebar – Wide, Tabbed – Wide – as described above, but optimized for larger desktop screens

·         Modal – used for Secondary pages only, won’t be available in the Custom Pages list on the Manager view

Action:Determines what records the content added to the page should key off. Combination of the selected sidebar option (Employee, Comp Cycle, Department, Fund, etc.) and comp cycle drives what data is displayed on the page.

·         Required for People page and any Sidebar pages – There must be a unique link between the Base Object and any other objects you’re referencing data from on the custom page.

Action: Choose which currency the page values default to for all users. When not selected, the currency values on the page will show in LOCAL and users have the option to change the page currency in their view if their role has access to the currency dropdown.

Action:For pages with a base object of Employee Comp Cycle, set page context to the employee associated with the logged in user. User will only see their own data for fields their role has access to see. The User’s role also needs access to ‘see their own record’ for this to work.

Can be used when the base object has an employee of record (employee is a reference field on the object) and the page layout has no sidebar.

Action: Page will display on the Analyze tab on the Comp Grid and can be viewed by any role with access to the Analyze page and the associated custom pages.

·         If more than one page has this checked, they will display in the Dashboard dropdown.

Action: Adds a row at the top of the page to pull in fields from the Employee or Employee Comp Cycle Object

·         Only available with Sidebar layouts and Employee Comp Cycle as the base object

·         For time series fields from the Employee Object, the most recent value is pulled. It does not follow the comp cycle selection on the page.

Additional features:

·         Include photo in header – displays the employee’s photo, if uploaded

·         Append employee name with ID # - includes the employee’s Name and ID at the top of the page

Apply filters from Comp Grid page: For sidebar pages with a base object of Employee Comp Cycle, you can check this off to keep the filter setup on the comp grid when you navigate to a custom page.

Apply page-level filters: Filters the number of records available in the sidebar. You can set a sidebar filter on the admin side that is defaulted to all users with access to the page. Fields available in the filter list are limited to the side bar base object.

Allow filtering by user: Gives the end user access to add additional sidebar filters or remove the default filter set on the admin side. Setting a default filter is optional. If none is set, the filter hyperlink simply appears available to be used when needed.

Action: Set a filter on the admin side that is applied to all widgets on the custom page for all users. Fields from all objects can be used in the filter. Most applicable for pages designed to show aggregated data where you wish to apply filters to the data populated by the page components. This is commonly used if you want to exclude certain comp cycles from showing in widgets that display history.

Allow filtering by user: Gives the end user access to add additional page filters or remove the default filter set on the admin side. Setting a default filter is optional. If none is set, the filter hyperlink simply appears available to be used when needed.

Actions: Separates widgets into their own sections