In this guide, we'll go through how to create and manage a compensation review table.
Creating a compensation review table
In the Home menu, click Tables, then click Create new table in the bottom left corner.
Under Plans, click Compensation review, then Continue.
Organising compensation review views and filters
In the top righthand corner, there are multiple filters and views to user to gather the most relevant data.
Currency - you can change the overall currency being used within the table/chart.
Metrics - Display/hide compensation review metrics (Total annual salary, Total post adjustments, Avg. Salary increase, Salaries increased )
Filter, Sort, Columns, review, search - Use these to isolate and pinpoint specific datapoints that you would like to review. For more, see organising data with Tables.
Import - Import data to your compensation review table from a .csv file format.
Compensation table Columns
There are some columns that are specific to compensation review tables. These are:
Salary progression - provides a visual of the user's salary changes.
Salary raise - allows you to apply a percentage of the salary change that is being applied. The perecntage is also automatically calculated when changing the Salary amount field.
Time since last salary update - provides you with a timeline of when a user's salary was last changed.
Last Salary raise - provides a figure of the last salary raise.
Creating a Compensation change
To add a compensation change, follow these steps:
In the table, find the user(s) that you would like to edit.
Edit Salary amount to add in the new figure.
Alternatively, provide a % in the Salary raise column and have this apply to their current salary amount.
The Salary effective date will automatically update to today's date - edit this as needed.
You'll see the edit appear in orange on the Salary progress column.
If you are ready to do so, apply these changes.
