Working with Notes feature

The Notes feature improves collaboration and communication, and provides detailed documentation during compensation reviews.

Worker-level notes

Worker-level notes are enabled by default for all workers in the Comp review table. They allow Compensation Managers and HRBPs to record observations or special considerations related to individual workers, as illustrated in the following image:

Worker-level notes

To add a note, proceed as follows:

1. Select the worker you want to add a note to and click the note icon in the relevant row of the Notes column. The Comp overview drawer will open on the right side of the screen with the Notes tab preselected.

2. Click the Add note button

3. Select the Field from the drop-down list if you want to connect the note to any available field.

4. Enter a note in the Note field.

5. Click Save to save your note. Your note will be visible in the Notes tab.

You can edit or delete the note by clicking the icon in this tab and selecting the relevant option.

Notes for compensation elements

Notes for compensation elements can also be enabled and configured for specific compensation elements, such as salaries or bonuses. There are two configuration options:

• Required if outside the guidelines: If a compensation proposal exceeds the defined guidelines, the system prompts the user to provide a note to justify the decision.

• Always required: The system enforces a note entry regardless of whether the amount is within or outside the guidelines.

To add notes for compensation elements, follow the instructions in Step 5 - Team planner view from the Creating a compensation round article.