Use reporting Executive Review for reviewing trends aggregate budgets.

Only include those that would alter a decision, not simply review.

Use a Signature step so the employee is aware of the decisions once the form is marked as "Complete".

Use the "Get Feedback" function to allow people outside the hierarchy to comment on the decisions.

Ad Hoc report

Executive Review

Story reports

Aggregate export

In Display Settings use min-max

•Hard Limit: No

•High/Low Action: Allow

In Display Settings use min-max

•Hard Limit: Yes

•High/Low Action: Allow

In Display Settings use min-max

•Hard Limit: No

•High/Low Action: Warn

In Display Settings use low-high

•Hard Limit: Yes

•High/Low Action: Allow

Reportable fields correctly configured

Circular hierarchies for form creation

Custom validations correctly configured

Accuracy of formula calculations

To determine the proper Event Reason for EC publishing based on employee Country.

To determine a budget percentage that is based upon employee Country Job Category.

To choose between two Event Reasons for EC publishing based upon whether an employee received a promotion with their pay adjustment.

To determine the median salary of an employee based upon Pay Grade, Legal Entity, FTE.

It allows for performance form rating overrides.

It allows for performance ratings to use a different rating scale.

It allows ratings to be entered directly on the planning worksheet for those employees who do NOT have a performance form.

It allows a second rating field for guidelines.

By exporting troubleshooting information found on the Define Planners screen

By using the Check Tool

By changing the Method of Planner to Compensation Manager Hierarchy

By using the Rollup Hierarchy report

Surround the curSalary with the toString function.

Surround the lookup function with the toNumber function.

Change the column to be of the Amount type.

Remove the extra parentheses.

Currency Code (localCurrencyCode)

Pay Grade (payGrade)

Any custom, reportable, read-only String field

Performance Rating (pmRating)

Rollup hierarchy (including Inactives)

HR Manager hierarchy

Standard Suite hierarchy (including Inactives)

Standard Suite hierarchy

Compensation hierarchy (Second Manager)

Use budget grouping group on the local currency code.

Enable Planner Currency mode.

Disable Functional Currency mode.

Have four separate templates, one for each country.

Select "Including Inactive Users when defining the Method of Planner, select "All employees are eligible" under Eligibility Settings, update eligibility rules to EXCLUDE the undesired inactive employees.

Select "All employees are eligible" under Eligibility Settings, update eligibility rules to EXCLUDE the desired inactive employees.

Select "Including Inactive Users" when defining the Method of Planner, select "All employees are eligible" under Eligibility Settings, update eligibility rules to INCLUDE the desired inactive employees.

Select "All employees are eligible" under Eligibility Settings, update eligibility rules to INCLUDE the desired inactive employees.

The rule prevents the planner from saving the merit increase.

•The planner must go back change their merit recommendation.

A pop-up message asks the planner if the exceeded amount should be assigned to Lump Sum.

•The planner can save the merit recommendation by selecting Cancel in the pop-up message.

The rule alerts the planner that the range penetration threshold has been exceeded the merit field text turns red.

•The planner can save the merit recommendation.

A pop-up message asks the planner if the exceeded amount should be assigned to Lump Sum.

•The planner CANNOT save the merit increase by selecting Cancel in the pop-up message.

An error message when planners enter a promotion without changing pay grade

A warning message when the budget is exceeded

An error message when adjustments are entered in two different fields

An error message when the maximum guideline is exceeded

Create a custom editable Money field. In the formula to calculate the final salary, use the dateDiff() function to determine if the custom column can override the calculated value.

Create a custom read-only Money field change read-only to No on the correct date.

Create a custom editable Money field use custom validation to check that values are NOT entered until the correct date.

Create a custom editable Money field with field-based permissions set to read-only. Change the permissions to editable on the correct date.

4

2

3

There is no limit on custom columns

Manage Compensation Forms

Generate Statements

Executive Review Export

Compensation Management

Employee Details

Recurring Pay Components

Compensation Information

Job Information

Custom MDF Objects

Providing budget percentage by country

Holding previous year's salary by Employee ID

Converting a code into its text equivalent for display

Converting money values from functional to local currency

Determining appropriate car allowance by grade

Biographical Information

Time Off

MDF Objects

Pay Components

Background Elements

Enable a hard limit stop for the merit guideline in Admin Center.

•Set the maximum value to 10 for all guideline formulas.

Create a guideline rule with the High/Low Action option set to Allow in Admin Center.

•Define each guideline formula with a default value of 10.

Enable a hard limit stop for the merit guideline in Admin Center.

•Set the maximum value to 0.10 for all guideline formulas.

Set the guideline pattern to be low-high.

•Set the high value for all guidelines to be 10.