Managing compensation rounds
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Compensation rounds are available under Workbench> Compensation > Compensation rounds. Access to Workbench depends on your role within the platform. This feature is available for users with Configuration, Compensation Admin and Global Compensation Admin professional roles.
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To manage an existing comp round, you must be an owner of this comp round. Otherwise, you will be able to see the comp round in the list, but you won't be able to manage it. If you need to edit a comp round but you are not an owner, contact the owner of the comp round. You may only duplicate the comp round and then edit the duplicate.
Comp round statuses
There are four statuses for comp rounds:
Draft - this is the status of the rounds which are in progress of configuration and are not yet published. Every comp round when the creation is initiated obtains this status automatically.
Ready - this is the status of the round which is configured and was published by the compensation admin. It is possible to edit the published compensation round. The round is not visible for managers/compensation managers in Planner.
Pending Draft - this is a secondary status which is granted to Published or In progress compensation rounds when the compensation admin starts editing the round. This means that there are two versions of the compensation round - the first is published, and the second is under editing. Once Compensation admin publishes such round - then the “Staged draft” status disappears.
In progress - this is the status the compensation round obtains when the "Start date” of the round is achieved. It’s automatic.
Closed - this is the status the compensation round obtains when the "End date” of the round is achieved. It’s automatic.
Failed - this is the status of the compensation round which publishing wasn’t successful.
Editing a comp round
The system enables you to make changes to the comp rounds that are in Draft or In progress status.
To edit a comp round, proceed as follows:
Locate in the list of comp round, the comp round that you want to edit.
Click the icon located in the far right of the row corresponding to the comp round in the list. A contextual menu is displayed.
Click Edit in the menu. The library is opened at step 1 of the form Round details.
Follow the steps described in the Creating a compensation round article to change the comp round according to your needs.
Click Save & exit in the upper-right corner of the application window to save your changes if you were making them to a comp round in draft state. Click Update to apply the changes if the comp round was in In progress status. .
Deleting a comp round
If you are the owner of a comp round and the round is in Draft status, then you can then delete it.
To delete a comp round, proceed as follows:
Locate in the list of comp round, the comp round that you want to edit.
Click the icon located in the far right of the row corresponding to the comp round in the list. A contextual menu is displayed.
Click Delete. A confirmation message is displayed.
Click Delete. The comp round is deleted from the system.