Below are functionalities available on the manager’s grid and the actions they perform.

1.       Recommended

Action: Allows the user to view the comp grid home page.

2.     Grid Type

Actions: Allows the user to select a grid to view.

Additional features:

·         Click the caret to the left of “My Saved Grids” or “Shared Grids” to collapse/expand the grid list.

·         To delete a “My Saved Grids”

1.        Select Manage Saved Grids from the “My Saved Grids” list

2.       Select a grid from the drop-down list to delete

3.       Click Delete

3.     Export

Actions: Allows the user to export comp grid columns to Excel on their local device.

Tip:If the Excel file does not automatically download, change your browser to allow pop-ups for Compose.

4.     Reports

Actions: Allows the user to run reports, statements, and Excel files for employees

1.        Click Reports

2.       Select the report

3.       Determine if the report will be run in the background or immediately on another tab in the browser.

4.      Click Run

Additional features:

·         Select a report type: Allows the user to search this list and highlights the name in the list.

·         Report Designer used for running a report or statement.

·         Excel Report runs an Excel file.

·         Run report in background

o   Check box is checked by default. The report will be on the Reports page. From the Reports page, you will be able to view the report, check the status, download, and delete the report.

o   If the check mark is removed, the report displays immediately in another tab.

5.     Comp Cycle

Actions: Allows the user to view a different comp cycle.

6.     Currency

Actions: Allows the user to select the preferred currency to display in comp grid fields.

7.     Population (filter)

Actions: Allows the user the ability to filter and view all employees they have access to.

1.        Click Population

2.       Click on Add filter

3.       Select Employee, Supervisor, or a Add filter with more options

a.      If the Supervisor filter is selected there are 3 additional options: Direct reports only, Indirect reports only, and Direct & Indirect reports

4.      Select the query criteria

o   The query criteria will be different depending on the field type. E.g., Contains, Not contains, Equals, Greater than, and Less than

5.       Enter filter criteria

6.      Add more filters as needed and repeat steps 3-5

7.      Click Applywhen done

Additional features:

·         To Save a filter for later use. Create a filteras described above, then

1.        Click + Save Filter

2.       Enter the Filter name

3.       Available options

a.      Set as default

b.      Overwrite existing

c.       Share filter with Roles and Groups

·         Option to set as default

4.      Click Save

·         Selecting saved filters

1.        Click Population

2.       Click on Add filter

3.       Click Saved filters

4.      Select a filter from the drop-down list

5.       Click Apply

·         Delete filter

1.        Click Population

2.       Click on Add filter

3.       Click Saved filters

4.      Select Manage saved filters

5.       In the Delete Saved Filters pop-up select the filter to be deleted.

6.      Click Delete. This cannot be undone.

8.     Grid Settings

Actions: Allows the user to see all comp grid fields they have access to and make changes such as add or remove a column, reorder the columns, or make a group

Additional features:

·         Modify a grid

1.        Select the grid in the Grid Type drop-down

2.       Click Grid Settings ()

3.       In the Grid Settings screen

a.      To add fields to the Current Grid

·         Type a field name in the Search Grid Fields box or scroll to find the field name in the list

·         Select the field name checkbox(s)

·         Click the right arrow to add field(s) to the Current Grid

b.      To remove fields from the Current Grid

·         Select the field name checkbox(s)

·         Click left arrow to remove field(s) from the Current Grid

c.       Edit fields

·         Click the lock icon to freeze that field at the beginning of the grid

·         Only fields that are configured as editable will have the pencil icon highlighted

a.      To reorder, drag and drop a field from the Current Grid list

b.      To group related fields

·         Select desired fields on the Current Grid list

·         Click +New Group

·         Enter a name for the group

o   E.g., Bonus

·         Click the drop-down arrow to add color

·         Click Save

4.      Click Save when done with changes

·         To create a new “My Saved Grids”

1.        Select the closest grid style in the Grid Type drop-down

2.       Click Grid Settings ()

3.       Set up using instructions from Modify Gridabove

4.      Click Save Grid As when done

5.       Enter the Grid Name

6.      Click Save

7.      To view new grid, go to Grid Type > My Saved Grids

9.     Refresh

Actions: Allows the user to view the updated version of the current comp grid

10.   Filtered Budget Summary

Actions: Allows the user to view the budget pool and manage allowable spend

Additional features:

1.        Expand/collapse FBS area

2.       Scroll for more visuals

3.       Printer icon

4.      Download Excel file

5.       Click on Summary details to see more information

6.      The population displayed in the visual is based on the filter

11.    In-Column filtering

Actions: Allows the user to filter one or multiple columns and view employees or data that meet the criteria.

·         Click the chevron () to sort, filter, or group values

·         Column header will have a filter indicator to the left of the header name

12.   In-Row Options

Actions: Allows the user to do the following:

·         View Eligible Budget displays a Filtered Budget Summary

·         View Event Log records events

·         Employee Details moves the user to the People page