Applicable Product:

• Talent Management: Compensation

Applicable Release:

• 26.04 and up

Summary:
In some cases, organizations may want to hide compensation statements, or the ability to email them, for specific employees in reward cycle worksheets.  If an employee falls below a specific rating threshold, for example.  In release 26.04, we have added the ability set editability rules around viewing and emailing statements in a worksheet. If an employee in the worksheet does not meet the rule criteria, the field will be locked. The icons are read only and no action can be taken.

Note that this applies to Focal reward cycles only and is not available for Off-Cycle awards. 

 
Details: 

Set the Editability Rules in Reward Cycle Configuration

1. Access the appropriate reward cycle configuration and click Column Manager in the left-hand menu.
2. Locate one or both of the following fields:
   • individualStatements - Controls the visibility of the Statements column/icon.
   • individualStatementsEmail - Controls the visibility of the Email Statements column/icon.
3.  Scroll right to the Editability column. This is the last column in the list. Click the + in the column.
4. Configure the editability rule.  The formula contains the rule criteria. If the formula is True, the field will be locked on the worksheet.  The text you enter in the Rule Text field will display as a tool tip in the worksheet if the field is locked.
5. Click Save.

Worksheet View 

The image below shows the generate statement and email statement icons when a user does not meeting the criteria configured in the Editability column.