Workspace Components allow you to pull compensation components—like bonuses, commissions, and SPIFs—from existing plans. Instead of recreating the same rules from scratch, you can pull them directly from the Component Library in the Plan Builder.
If you need to add an existing component to a Plan, navigate to the 'Plans' page in the left-hand navigation. Click the name of the plan you want to add the component to in order to open the plan details and view the plan structure, then click ‘Edit Plan Components’.
If you are creating a new plan, go to the 'Plans' page in the left-hand navigation and click '+Add Plan' in the top right-hand corner.
How to Use Workspace Components in Your Plan
In the editing view, navigate to the Component Library on the left-hand side and click on the Workspace tab. From there, select or search for a plan from the dropdown. Once you select a plan, you will be able to view and preview your components before adding them.
Previewing the components allows you to view how the component is built and mapped before deciding to use it in another plan.
When you are ready to add the components to your plan you can check the box next to the component and click Add Component or click on the + sign next to the component.
Once you have added the new components, you are able to make any necessary adjustments.