Using Customize Roster to Add Compensation Items

The Customize Roster option allows you to add compensation items to the roster enabling users to update compensations for multiple employees. After compensations have been added to the roster, they are added to the list of column names in the Settings options for personalization. 

To add compensation items using the customize roster option, do the following:

1. Navigate to Maintenance > Workforce > Workforce Planning Setup. You are on the Employees tab.
2. Click the More icon and select Customize Roster. You can see the Customize Roster pane opening on the right side of your screen.
   
   
3.  Select the Display checkbox for the desired compensation items.
   Note:

   Certain selections are required for the compensation items to appear in the Customize Roster window for the Compensation Basis and Value Criteria.  Refer to the section below to learn more about the criteria to be met.
   
   
4. Click the Apply to All Scenarios option to add or remove the compensation items for all the scenarios the users can access.
   
   
5. Select Save.

Criteria for Displaying Compensation Items in Customize Roster

The compensation items that are linked to the following Compensation Basis categories are available in the Customize Roster window for users who have access to Maintenance > WFP:

• % of Wages
• % of Wages with Annual Cap
• Fixed Amount
• Fixed Amount based on Employee Attribute
• Fixed Amount per FTE
• Rate X Hour
• Tiers on Employee attribute - Value in % Wages
• Tiers on Employee attribute - Value in % Wages with Annual Cap
• Tiers on Employee attribute - Value in % Wages with Varying Annual Cap
• Tiers on Employee attribute - Value in Hours per Period
• Tiers on Employee attribute based on Rate X Hour with Cap

For the compensation items to appear in the Customize Roster window, the following conditions must be met:

• The Set as Global Constant check box must be cleared.
• The Fixed & Equal for All Employees value criterion must be selected.
• The Fixed & Different for Each Employee value criterion must be selected.
• The Varies Annually & Equal for All Employees value criterion must be cleared.
• The Varies Annually & Different for Each Employee value criterion must be cleared.

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