Compensation Features

The features and enhancements described in this section apply to PeopleFluent Compensation. Because this application is configurable per client, new features may affect each implementation differently. For more information about any new feature, and how it can be used in specific implementations, contact a PeopleFluent representative.

These features will be available when the client is upgraded to this version of PeopleFluent Compensation. 

Command Center Enhancements

Functionality

These enhancements improve the security and utility of the Compensation Command Center and expand its functionality. 

Details

The following areas have been updated: 

New Name

As of the 24.07 update and going forward, Compensation Command Center is now called Analytics Dashboard. This is a more accurate name and allows for possible future expansion of the functionality beyond PeopleFluent Compensation. 

Analytics Dashboard Access

Access to the Analytics Dashboard is now controlled by a new security group: Can Access Analytics Dashboard. Previously, Command Center was only available to Compensation administrators; in this update, the new security group is assigned to the following roles out of the box: 

• Manager
• Compensation Administrator
• Compensation Administrator Distributed
• HR Business Partner Compensation
• HR Executive Compensation

Multiple Views

Users can now select from multiple Analytics Dashboard views as configured in Administration Home > Site Administration > Links > Decision Views. 

Each Decision View Category that is marked as Analytics Dashboard is treated as a separate Analytics Dashboard view, with each Decision View Link in the category being a chart in the dashboard. You can switch between views via a new button on the right side of the Analytics Dashboard page header. This button is labeled with the display name of the currently shown decision view category ("Analytics Dashboard" in the above image). 

The Explore section has been removed, since the Decision View links in the Explore section are now part of the main analytics section. Also, the Decision Analysis and Planning Progress sections have been removed to focus on the analytics. 

• Note: Flow Diagrams are no longer supported in Analytics Dashboard; only standard charts can be configured.

New Chart Types

There are two new chart types available in Decision View Links: Stacked and Multi-bar charts. 

Each of these new chart types can display up to four measures in the Y axis. 

Downloadable Charts

Individual charts can now be downloaded to PDF for printing by clicking the Print to PDF icon next to the chart.

The Print to PDF icon also appears in the Productivity Platform UI. 

Full Screen Charts

Charts in the Analytics Dashboard can now be enlarged to view in full-page mode by clicking the Expand Chart icon next to the chart.

Expanded charts are active, so you can still hover over data points to get details in the expanded view, just as you can in the normal Analytics Dashboard view. 

The Expand Chart icon also appears in the Productivity Platform UI. 

New Sample Charts

In the 24.07 update, we are providing thirteen out-of-the-box sample charts: six charts for salary planning and seven charts for total compensation. These can be found in the Decision View categories Salary Planning and Total Compensation Planning. 

 

Analytics Dashboard/Worksheet Round Trip

Managers now have a handy way to switch back and forth between Analytics Dashboard and worksheets. 

Worksheets have a new Analytics Dashboard button that takes them to the Analytics Dashboard and displays the data for the same plan they were viewing the worksheet for. 

 Likewise, Analytics Dashboard has a new Back to worksheet button that opens the worksheet with the same data.

When a manager goes to the Analytics Dashboard, the list of reward cycles for selection is the same as when selecting reward cycles to give awards on a worksheet. 

• Note: Worksheet Navigator filters and data filters will not be preserved when toggling between the Analytics Dashboard and the worksheet. 

Analytics Dashboard User Interface

As can be seen in the screenshots above, the user interface of the Analytics Dashboard has been updated to reflect the new enhancements and also to conform to the ongoing Talent Management UI refresh effort. As part of this update, the page header will now reflect the color configured under Branding Themes.

Compensation Worksheet Enhancements

Functionality

These enhancements improve navigation in PeopleFluent Compensation worksheets. 

Details

The following enhancements have been made in this update: 

Toggle Between Direct Reports and Total Organization

A new button allows for a one-click toggle between a manager's direct reports and the total organization. This saves time and clicks over going through the Worksheet Navigator to switch back and forth (though you still have the option of going through Worksheet Navigator). 

On the Worksheet UI Configuration page, administrators can configure the new button to be visible for certain roles and security groups, and also for specific worksheets. 

Upon upgrading to 24.07 this button will be Not Visible by default; new installations will have the button as Visible for all roles by default. 

Drill Up/Down Worksheet Column

A new available column in focal worksheets allows users to quickly navigate to worksheets in the hierarchy without going through the Worksheet Navigator.

The new Drill Up/Down column contains up and down arrow icons that, when clicked, open the hierarchy view of the worksheet above or below the current worksheet. 

The new column is not displayed on worksheets out of the box, and by default will be Not Visible for customers upgrading to 24.07. It will be Visible by default for new customers. Customers can add the new column to worksheets and configure its visibility via the Worksheet UI Configuration page. 

Row-level security is respected when drilling up and down the hierarchy, so no one will be able to drill into worksheets that they should not have access to. 

Budget Enhancements

Functionality

These enhancements add functionality to Compensation budget pools. 

Details

The following enhancements have been made in this update: 

Import Budget Group Data

Compensation administrators can now import values to the budget allocation and holdback tables on focal reward cycles. The Budget Allocations page now has an Import button that allows you to import and update allocation or holdback groups and values. 

Clicking the new Import button opens a dialog box where you can choose between importing allocation groups or holdback groups, and then upload a CSV file (no other file type is currently supported). The import is started as a background task and the process log on the Publish Options page will indicate when the import is done. 

The CSV file needs a Criteria column, which will store the budget group name, or the Human Resource ID if the calculation type is Process Hierarchy. The second column should be named either Percent or Amount, depending on the data being imported. 

Imported fields will be added if they're not in the table or updated if they are in the table. This import is not "kill and fill"; in other words, it will not delete fields that are not in the import file.  

Add Budget Pool Transaction Descriptions via Scripting

Previously, administrators could use a data processing script (like the AddBudgetPoolTransaction sample script) to add budget pool transactions. However, descriptions for the added transactions could not be added using a script; descriptions could only be entered manually in the UI.

In this update, administrators can add descriptions when adding budget pool transactions using a data processing script. To do this, there is an extra parameter that can be added to the script, and of course the data file must include the description data as well.

As an example, here is the existing AddBudgetPoolTransaction sample script with additions to add a description highlighted:

/This script will add a list of Budget Pool Transactions for the given Reward Cycle.
//This script assumes that a parameter will be added to the Runtime Properties for the Data Process that contains the Reward Cycle Name.
//This script assumes that a file will be uploaded to the Data Process that contains a list of the following columns:  Budget Pool Name, TransactionTypeId, Amount, EffectiveDate
if (Params.RewardCycleName == null){
  logError("Please provide a reward cycle name in the Runtime Properties.");
return;
}
def rewardCycle = WorksheetRuns.findByName(Params.RewardCycleName);
if (rewardCycle == null) {
  logError("RewardCycleName (" + Params.RewardCycleName + ") is not a valid reward cycle name.");
  return;
}
def transactionList = Vfile.getListFromCSV();
for (rec in transactionList ) {
  def budgetPoolName = rec.get("BudgetPoolName");
  def transactionTypeID = rec.get("TransactionTypeId");
  def amount = new BigDecimal(rec.get("Amount"));
  def effectiveDate = rec.get("EffectiveDate");
  def description = rec.get("Description")

  

  if (budgetPoolName == null) {
    logError("Budget Pool Name (" + budgetPoolName + ") is not a valid Budget Pool name.");
    return;
  }
  if (transactionTypeID == null) {
    logError("Transaction Type Id (" + transactionTypeID + ") is not a valid WorksheetRunBudgetPoolTrxType.");
    return;
  }
  def budgetPool = rewardCycle.findBudgetPoolByName(budgetPoolName);  if (budgetPool == null) {
    logError("Budget Pool Name (" + budgetPoolName + ") is not a valid Budget Pool name and does not return a  valid Budget Pool.");
    return;
  }
  def pattern = "yyyy-MM-dd";
   if (effectiveDate != "" && effectiveDate != null){
    effectiveDate =new SimpleDateFormat(pattern).parse(effectiveDate );
   }
  def scriptMessage = budgetPool.addBudgetPoolTransaction(transactionTypeID, amount, effectiveDate, description );
  if (scriptMessage != null)
    logError(scriptMessage);
}

The data file needs a Description column with the description text:

Keep in mind that the Description field is still limited to 400 characters, as it is in the UI. Anything over 400 characters in the Description field of the data file will be truncated. 

Skip Validation When Calculating Budget Pools

Reward cycle publishing and budget calculations allow you to skip the validation process if that step has been done in the last 24 hours, to save processing time when setting up reward cycles and making small changes. The 24.07 update allows this option when calculating budget pools as well. 

If a budget pool has been calculated with the validation step in the last 24 hours, the Skip Validation option will appear when you click the Calculate Budget Pools button on the Budget Pools page. If you select the Skip Validation check box, then the validation step will not be done and the calculation process will take less time to complete. It will be noted in the process logs when validation is skipped. 

Twenty-four hours after the most recent validation step was done, the validation step is not optional and must be done again. 

Performance Features

The features and enhancements described in this section apply to PeopleFluent Performance. Because these applications are configurable per client, new features may affect each implementation differently. For more information about any new feature, and how it can be used in specific implementations, contact a PeopleFluent representative.

These features will be available when the client is upgraded to this version of PeopleFluent Performance.

Performance Delegation Enhancements

Functionality

These enhancements improve the Performance delegation functionality. 

Details

The following enhancements have been made in this update: 

Dialog Box Rearrangement

The Add New Delegations and Edit Delegations dialog boxes have had the sections renamed and rearranged to be more intuitive. 

Section titles now include the action to be taken in each section, as seen in the screenshot above.

Since the delegator needs to be selected first, The Delegator section is on top now, followed by the Delegated section, then Options, and finally Delegatee, reflecting the order in which the selections should be done. Field names have also been updated and rearranged to be more intuitive. 

Note that there is now just one set of Keep Delegator check boxes for each delegation, and the tasks, notifications, and reminders check boxes now apply to all of the delegated employees in the delegation. 

Notify Delegatees

When creating or editing delegations, clients can now configure a notification that informs the delegatees that they have been delegated a task. A new notification template has been added to configure the email: Notify Delegatee about Delegation Created.

When adding or editing delegations, the Done button has been renamed to Close, and there is a new button called Notify and Close. 

The new Notify and Close button saves the delegation and sends the configured notification to the delegatee. The Close button saves the delegation without sending the email. Both buttons are visible by default and can be configured using Design Mode.

Bulk Deletion

Performance delegations can now be deleted in bulk. The grid of delegations now includes a selection column and a Delete button.

Simply select the delegations you want to delete and then click the new Delete button. 

This grid appears in the following places:

• On the Performance plan Delegation Options page
• The Delegated Employees SmartGrid under Grid Reporting
• In the My Account page under the Delegations tab

Any active tasks that are part of the deleted delegations are also deleted. 

My Tasks Widget Delegation Icons

The icons that show in the My Task widget in My Dashboard to indicate tasks that have been delegated have changed a bit. 

Tasks that have not been delegated but are available to be delegated now show a single person icon (as with Joe Anton in the screenshot above), while tasks that have already been delegated show a multi-person icon (as with Laurie Kraus in the screenshot). In either case, clicking the icon opens the Edit Delegations dialog box where you can delegate or edit the delegation. 

The icon indicating that a task has been delegated to you has not changed; it remains as the arrow icon (shown with Michelle Frazier in the screenshot). If delegation is not available for a task, no icon will be displayed. 

Delegate Multiple Processes

Delegators can now delegate tasks for multiple workflow processes in one delegation. 

Note that when this is done, there will be multiple rows in the Delegated and Delegatee sections, one row for each workflow process type for each delegated employee (in the Delegated section) or delegatee (in the Delegatee section). 

Delegatee Grid

When choosing delegatees, the selection grid is now a SmartGrid, allowing all of the standard SmartGrid features such as saved views, sorting, filtering, and so on. 

Also, the Primary Filter has been added to the SmartGrid, so now delegation creators can select between displaying the Delegator's Direct Reports, All Delegator's Employees, or All Employees. 

User Interface Refresh

Functionality

These enhancements continue the updates to many aspects of the PeopleFluent Talent Management user interface (UI). This update focuses on the navigation and user interface of Performance forms.

Details

The 24.07 update of PeopleFluent Talent Management features a refreshed user interface and added functionality of Performance forms. Many UI elements have been updated; some highlights include:

Page Theme Color

There is a new configuration option on the Branding Themes page: Page Theme Color.

The colors are preconfigured and the options are Bright or Neutral. This setting controls several areas of Performance forms: 

• The color of the progress bar for the workflow process
• The color of feedback progress bars 
• The color of cards in the Development Activities form field

For example, here is the goal progress bar with the Bright theme (top) and the Neutral theme (bottom): 

Quick Jump Menu

The navigation UI within a Performance form has been updated. The side navigation tabs have been restyled as a Quick Jump Menu to navigate to different sections of a form. 

These changes are in all Performance forms: goal, interim and final evaluation, and multi-rater forms. 

Also, the multi-rater tabs, which previously appeared as horizontal tabs across the top of the form, are now moved to the left Quick Jump Menu to group all navigation options in the same area. 

New Count Fields

There are new group header fields for goals and competencies that include the count of items under the header, making it easy to see how many goals or competencies are in each section. 

The new fields are:

• Competency Group Header Translation With Count { {0} Competencies {1} }
• Goals Translation With Count { {0} Goals {1} }

When added, the group header on the end-user form will look something like this:

New Cascade Goal Form Field

A new form field is available on goal forms that displays the employees to whom a goal has been cascaded. 

The new Goal Cascaded To field shows a list of the employees that have had a goal cascaded to them. 

Cascade Goals on Interim and Final Evaluation Forms

The Cascade form field, which allows managers to cascade their goals on goal forms, has now been added to the available fields on Interim and Final Evaluation forms so that goals can be cascaded during those workflow processes.

Also, the new Goal Cascaded To field noted above has been made available on Interim and Final Evaluation forms as well. 

Validation Markers

Required fields that are not filled in are more clearly marked now with validation marker icons next to the item headers. 

Sections where all required fields are filled in are marked with different icons, making it clear which areas need attention.

This will make it easier for Performance plan participants to see what parts of the form need their attention and which parts have the required fields completed. 

Check Fields Button

Employees can now perform a validation check by clicking the new Check Fields button at the bottom of the form. 

This button performs the same validation that happens upon Submit, but without trying to submit the form. The new button is Not Visible out of the box, and can be made visible using Design Mode. This can be done for each individual form or for all forms. 

Form Instructions Section

There is now an option for the Instructions section on Performance forms to be expanded or collapsed by default. This is done when configuring forms by clicking Configure Field and then Edit Field Properties, and then selecting the appropriate option under the new Default State field. 

Expand/Collapse Group Field Moved

The field to expand or collapse a group is now on the left side of the form instead of the right side.

Development Activities Associations Form Field

The way development activities are shown on Performance forms has changed to a more intuitive display. To add development activities you click the new Add Activities button, and they are now shown in shaded boxes sorted by Original Due Date. Activities that are past the due date and not in the Completed state are shown in red.

The form displays up to five development activities by default; if there are more, a View More link appears which will show all the remaining activities. 

The new development activity UI also appears in the print preview now, which could not be done previously for technical reasons. 

Hide Competency Description and Behaviors Labels

In form competencies sections, the labels for the Description and Behaviors fields can now be hidden when configuring forms by clicking Configure Field next the the label, selecting Edit Field Properties, and then selecting No under Show Label.

If a competency's Description label is hidden, for example, the description text will appear but the label "Description" will not. 

The screenshot above shows a competency configured with the label shown (top) and not shown (bottom).

Feedback Response Form Field

Feedback ratings on Performance forms (the Goal Feedback {Feedback Responses} form field) now appear as horizontal rating bars so users can more easily see the feedback values. The feedback is sorted on the date the feedback was given, with the most recent feedback on top. 

Each feedback received displays the feedback provider and date the feedback was given, along with the Feedback Regarding field, and the rating Comment field if the feedback is related to a goal or competency and the Comment field was populated. 

Each feedback can be collapsed and expanded by clicking the icon in the upper right corner, and the default behavior (expanded or collapsed) can be configured by editing the field properties of the Goal Feedback {Feedback Responses} field. The default setting is Expanded. 

Also, feedback details are now shown in the print preview (without the rating bar). 

Rich Text Editor Formatting

Formatting options in Performance form rich text editor (RTE) fields have been scaled back for simplicity and compatibility with printing and reporting. Going forward, only bold and bullets will be available from the RTE tool bar. 

Any existing content with previous formatting will be retained upon upgrade.  

Other UI Updates

Many other Performance form UI updates have been made in this update, including the appearance of the Calculated Overall Rating Formula and the Goal Hierarchy display when aligning individual goals, removing container borders and background shading, modernizing the look of fields and buttons, and so on. 

Succession Features

The features and enhancements described in this section apply to PeopleFluent Succession Management. Because these applications are configurable per client, new features may affect each implementation differently. For more information about any new feature, and how it can be used in specific implementations, contact a PeopleFluent representative.

These features will be available when the client is upgraded to this version of PeopleFluent Succession Management.

Calibration Enhancement

Functionality

This enhancement improves the calibration user interface for key attribute columns.

Details

In calibration templates, Key Attribute Columns were previously selected using a simple selection list, where the fields were moved from the left Available list to the right Selected list. 

In this update, the selection list has been replaced by an Add button, and once you select the columns you want to display, they are listed in a grid. 

In the new grid you can add more columns, reorder the columns, and delete columns.

In addition, the following fields can be made editable in the grid layout of a calibration session:

• Potential

• Talent Status

• Promotability

• Flight Risk

• Loss Impact

• Retention Plan

• Hire Rating

• Adhoc Performance Rating

• Adhoc Goal Rating

• Adhoc Competency Rating

• All Custom field types except Multivalued (Multi-Select) 

For these fields, the Editable column in the new grid allows you to make those fields editable in the calibration session grid layout. 

In the configuration screenshot above, Promotability has been made editable in the calibration grid layout, so the calibration grid will look like this: 

Note that the Promotability column is editable in the grid while the Potential and Talent Status columns are not. 

Common Features

The features and enhancements described in this section apply to all PeopleFluent Talent Management applications. Because the applications are configurable per client, new features may affect each implementation differently. For more information about any new feature, and how it can be used in specific implementations, contact a PeopleFluent representative.

These features will be available when the client is upgraded to this version of PeopleFluent Talent Management. 

 

No new features or enhancements common to all PeopleFluent applications were made in this update. 

Data Feeds and APIs

This section describes changes made to data feeds and APIs. For more information on data feeds and flat files, refer to the PeopleFluent Talent Management 24.07 Control Data Guide and the PeopleFluent Talent Management 24.07 Data Mapping Guide.

Changes to Existing Data Feeds and APIs

There are no changes to the PeopleFluent Talent Management API, which remains at v1.36.230700 in this update. 

Data Feeds and APIs

There are no changes to existing data feeds or APIs in this update.

New Data Feeds and APIs

This update does not include any new data feeds or APIs.

Product Documentation Changes 

PeopleFluent has updated the PeopleFluent Talent Management documentation set to reflect enhancements and new features introduced in the 24.07 update. 

Additional Documentation Resources 

The following additional documentation resources are available: 

Documentation	Description
Hardware and Software System Requirements	Available on Customer Community. Provides information on workstation requirements, recommended and supported browsers, and supporting third-party applications.
Online Help	Available in the Talent Management application. Provides help content for administrators and end users.
Resolved Issues	Available on Customer Community. Provides information about resolved issues addressed in this update.
Training Manuals and eLearning Modules	Please contact your PeopleFluent representative to schedule training.

About PeopleFluent

As a market leader in integrated talent management and learning solutions, PeopleFluent helps companies hire, develop, reward, and advance a skilled and motivated workforce. Deployed separately or as a suite, our software spans performance, compensation, succession, org charting, and learning—tailored for either large or mid-enterprise organizations. We deliver unmatched functionality and flexibility, recognized by leading analysts, to develop people, drive performance and deliver results.

Our talent solutions unify talent processes within a collaborative experience that enables HR and L&D teams to guide managers and employees with contextual learning—right in the flow of work.

A part of Learning Technologies Group plc (LTG), PeopleFluent provides world-class service and an unparalleled ecosystem of partners to optimize employee experience, employer brand, and business results.

For more, visit peoplefluent.com

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Document Version 1.0

  24.07: 2024-06-17 11:43:39 AM ET