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.
This is an note/information message.
In the table, you can only see the comp rounds that are assigned to you, i.e., the comp rounds in which 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 in the upper-right corner, 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 set of summary cards, which displays the budget consumption for each compensation element included in the comp round. For each element, you can see the amount spent against the total available budget. Clicking the info icon on a card expands a detailed breakdown, showing the total budget, allocated amount, number of eligible workers, and remaining balance. 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 budget totals and the detailed breakdown update to match the filtered population. The aggregates always span the full matching population regardless of the current page. When no filters are active, the budget reflects the full population.
You can hide the whole Budget panel by clicking the icon in its top-right corner.
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: View as, which determines whose population you are viewing
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 the type of field selected, the panel renders the groups differently: enum fields appear as a flat alphabetical list of groups with worker counts; organizational hierarchy fields – as a collapsible nested tree scoped to the relevant part of the organization; and employee link fields – as a worker-to-worker tree following the management structure. In tree-based views, nodes can be expanded and collapsed using the arrow icon. You can also click the three-dot icon next to any node to access a contextual menu with three options: Select all parent items, Select all child items, or Clear selection. Workers with missing or unresolved values are grouped under an Unassigned row, which is hidden when empty, as are all other empty groups.
Checking one or more groups filters the grid to the matching workers. For enum groups, any worker matching a checked value is included; for organizational hierarchies, selecting a node includes all workers in its subtree; for employee links, only the directly checked workers are included. These selections combine with any other active filters using AND logic. To reset all selections and return to the full worker population, click Clear selection at the bottom of the Population panel.
Additionally, this tab allows you to do the following:
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.
Adjust the rows by clicking the Row size button.
Reload the data by clicking the Refresh data button.
Choose the Worker local currency or Comp round currency from the drop-down list.
Search your selected worker by name using the search bar.
Export the worker grid to Excel by clicking the icon and selecting Export to Excel. A dialog will appear, prompting you to choose Export current page or Export all pages. 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.
This is an note/information message.
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. See Creating a compensation round for more details.
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.
Sort the grid by clicking a column header. Click once for ascending order. For descending order, click again. Sorting is available alphabetically for the Worker and Manager columns, numerically for compensation amount columns (such as merit increase or bonus amounts), and by true (checked) or false (unchecked) value for Boolean calculated columns, with null values ranked lowest.
-
Scroll to the right to see the compensation section of the grid. This section is divided into column groups, each 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.
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 you click an editable field, a pop-up window will be displayed with guidelines for the minimum and maximum amount available in this field. If the entered value falls outside the allowed range, the pop-up will additionally indicate that the value is out of range.
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.
If your administrator has removed an option from a String 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.
If the round includes Boolean calculated columns, these appear as read-only checkbox cells: checked when the formula evaluates to true, unchecked when false, and empty when the result is null or cannot be evaluated.
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. Clicking these icons opens drawers on the right side of the screen, displaying 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 drop-down list on the left side of the page, select a group of workers. 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. This gives you more control over your comp round, helping you to track updates and spot any mistakes or issues more effectively.
From the drop-down list above the table, select a group of workers. 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