Compensation Plans displayed to Planners in WX include a range of default fields, contained in sections for Team, Salary, and Bonus. Planners can control many features of the displayed plan including:
- Changing the order of the displayed fields.
- Choosing which fields to display or hide.
- Pinning fields in a non-scrolling area.
- Filtering the Plan display based on the values of some fields.
Plans are displayed to Planners using one line for each Team Member. The WX display includes:
- Overall Plan values at the top of the Plan.
- A Team section if the Plan includes child Plans for direct reports who are also Planners. The Team section includes total values for their teams - sums of values entered in the Planner's child Plan for each Team Member. Values for child Plans are updated dynamically, so a Planner viewing a parent Plan while child Plans are being updated sees the values changing.
- Lines for Team Members who are not Planners, with values for the Team Member.
During set up, you can select additional fields to display for Planners from a subset of those in the Team Member and Employment Record objects. By default, additional fields are displayed in the order you select, and immediately after the Team section. Planners can tailor their own Plan views to move or hide the default additional fields.