Create Grid Configurations for Compensation

Security: Grid Management
domain in the System functional area.

You can configure the grids and their editable, read-only, and advanced fields that display during compensation review processes. Each compensation review process can utilize 1 or more grid configuration. To use more than 1, however, you must:

Set up grid configuration profiles. See:Steps: Configure Compensation Review Grid Profiles.

Set up 1 default response grid that encompass all award types in the compensation review process, If a manager or planner isn't eligible of any of your grid profiles, they'll see the default response grid.

You can optionally configure

Data Entry Check Options

(DEC) on the

Edit Tenant Setup - HCM

task. Workday delivers the feature on by default. However, you can click

Select areas to switch on Data Entry Check

and configure which compensation review fields to enable for DEC. Doing so enables Workday to validate the numeric data you enter for compensation reviews. If the numeric value you enter is outside historical amounts, Workday displays a validation message. Outliers are determined based on historical entries. See: Reference: Edit Tenant Setup - HCM

A grid configuration consists of:

Grid Section	Description	Result in Completed Grid Configuration
Composite Column	Contains up to 4 business objects and related fields. Example: Employee name, titles, and photo.	Displays as the first column.
Individual Columns	Contains up to 4 fields for Compensation Review grids. Other grid types contain up to 2 fields.	Displays immediately to the right of the Composite Column.
Column Groups	Contains 1 or more fields. Examples: Merit, Promotion, Performance, Bonus, Stock.	Becomes a tab that, when opened, displays all of the fields configured for the Column Group .
Smart Panel / Summary View	(Optional) You can include fields selected as the Individual Column or as part of any Column Group in the Smart Panel and Summary View .	The Smart Panel displays at the end of each row. The Summary View becomes the first tab of the completed grid configuration.

When configuring a grid, you can select read only, editable, or advanced (drill-down) fields. You can then audit your grid to ensure that there are no missing fields based on the selected merit, bonus, or stock plans.

Access the

Create Grid Configuration

task.

Select:

Option	Description
Create Blank Configurable Grid	Select Compensation Review Process from What type of grid do you want to create?
Copy Details from Existing Configurable Grid	Select an existing grid of the type Compensation Review Process . Workday doesn't copy custom calculated fields. You must create them manually.

In the

Composite Column

section:

To define the column name in the completed grid configuration, enter a

Label

. Example: Employee Details.

Select a

Business Object

and a related

Field

for

Title

First Subtitle

Second Subtitle

, or

Image

The

Composite Column

displays at the far left of the completed grid configuration.

Configure the

Individual Columns

and

Grouped Columns

sections. Consider:

Option	Description
Read Only	Displays a read-only business object and 1 of its related fields on the grid.
Editable	Not available for the Individual Columns .
Advanced	Displays a link that users can drill down on to view detailed data. For bonus awards, you can add an Advanced column type and select either the Actual Bonus Amount or Rounded Total Bonus Target Amount . On the completed grid configuration, you can drill down on these fields to reveal bonus calculation details.

Example: Select

Bonus

for the

Column Group

and add

Deferred Bonus Amount

Deferred Bonus Percent

, or both as editable columns. You can also use these fields with the Get Employee Awards
and Import Employee Awards
web services.

(Optional) If you selected

Read Only

, enter a

Label Override

and, for numeric columns, a

Format

(Optional) Add 1 or more custom calculation fields. Example:

Custom Calculation Merit Numeric

Custom Calculation Stock Numeric

, or

Custom Calculation Bonus Currency

Custom calculation fields work only with a calculation table. When you update a custom calculation field during a compensation review, Workday reads the calculation table and populates the values of its update fields. Workday recommends that you include all the update fields that make up your calculation table.

(Optional) If you selected

Advanced

, select the

Errors

field.

This field is only available if you set up custom Critical or Warning validations using the

Maintain Compensation Review Validations

report. You set up compensation review validations the same way as other custom validations.

During the compensation review process, managers must resolve critical exceptions before submitting their work. Example: You can set up a critical exception that prevents a manager from granting both merit and lump sum awards to the same employee.

These fields are for use in Workday Financials and are incompatible with compensation reviews:

Critical Validation Exists

Validation Errors and Warnings

Warning Validation Exists

(Optional) Under

Display Options

, select 1 or more of the

Valid Options

to determine how data displays on the

Smart Panel

and the

Summary View

. The options available depend on the column type and field you've selected.

Example: Selecting

Show In Panel

displays the field in the

Smart Panel

on the completed grid configuration. You can also add it to the

Summary View

(Optional) You can increase the limit on the

Preferred Compensation Review Employee Awards Grid Limit

Edit Tenant Setup - HCM

task from 500 to 2000.

To increase the custom search report to 2000 lines, on the

Advanced

tab on the

Copy Standard Report to Custom Report

task, select the corresponding mass action:

Compensation Review Organization Summary Mass Action for Data Paging

: to enable planners of the process to view more than 500 employees in the search report.

Compensation Review Process Search Employees Results Mass Action for Data Paging

: to enable controllers and the Compensation Administrator to view more than 500 employees in the search report.

Workday strongly recommends that you use these mass action operations only when the organizations and the compensation review process meet the criteria for infinite scrolling. Workday enables infinite scrolling on the compensation review grid when both:

From

My Tasks

, all employees in the organization are assigned no more than 1 plan of the same plan type.

From the

Search Results

, all employees in the process are assigned no more than 1 plan of the same plan type.

To verify that the grid includes fields that the merit, bonus, or stock plans indicate should display as read only or editable, run the

Grid Configuration Audit

report.

Select a

Grid Configuration

Select 1 or more merit, bonus, or stock plans for the process.

The audit compares the grid to the selected plans:

Blocker: Identifies fields that you must add because they're editable on the plan.

Warning: Identifies fields the plan indicates should display as read only but are missing from the grid. Consider adding these fields.

Initiate a compensation review process.