How to Hide a Reward Cycle Worksheet

Applicable Products
Talent Management - Compensation

 

Applicable Releases
21.11 and later
 

Summary 

Following completion of a compensation planning cycle it is necessary to hide existing worksheets before publishing new worksheets. To do this, it may be necessary to roll up workflow administratively in order to mark the process complete. It is optional to also hide the worksheet from selection lists and put the Reward Cycle in Test or Maintenance mode. The steps are below.

 

Detailed Information

1 - To review what worksheets are published, navigate to:
             Main Menu > Compensation > [Reward Cycle name]
In this example we see worksheets available for the 2023 Bonus Cycle

kb_hide_worksheet_20240513_BEFORE.jpg

 

2 - To hide the 2023 worksheets navigate to Compensation Administration > Total Compensation Planning > Reward Cycle Configurations > Edit [Reward Cycle name]
kb_HideCycle_01.jpg

 

3 - Navigate to Manage Workflow
kb_HideCycle_02.jpg

 

4 - Click Submit
kb_HideCycle_03.jpg

 

5 - Comments are optional > be sure Send Out Notifications is UN-checked > Click OK to proceed
kb_HideCycle_04.jpg

 

6 - Click OK to submit
kb_HideCycle_05.jpg

 

7 - Repeat the previous "Submit" steps until the Mark Process Complete button becomes available
Note the count decrements with each iteration
kb_HideCycle_06.jpg

kb_HideCycle_07.jpg

kb_HideCycle_09.jpg

 

8 - When it becomes available click Mark Process Complete
kb_HideCycle_10.jpg

 

9 - Click "Ok" on the confirmation popup window
kb_HideCycle_11.jpg

 

9 - Following that update the screen will look like this
kb_HideCycle_12.jpg

 

10 - Optional steps include Hiding from selection lists and/or placing the cycle in Test mode.
Navigate to:
Options > Is Reward Cycle In Test Mode , click Yes
Still in Options, scroll down and check Hide from Selection Lists
kb_HideCycle_14.jpg

kb_HideCycle_13.jpg

 

11 - Repeat step one to verify the worksheet is no longer available via the main menu. To review what worksheets are published, navigate to: Main Menu > Compensation > [Reward Cycle name]
In this example we no longer see worksheets available for the 2023 Bonus Cycle
kb_hide_worksheet_20240513_AFTER.jpg

- - -

Was this article helpful?

0 out of 0 found this helpful