The shared future of (advanced) Executive Review filtering

The shared future of (advanced) Executive Review filtering

If you haven’t yet enabled the Advanced Executive Review Filters from release 1H 2021, now is the time.

Advanced Executive Review Filters provide more robust filtering allowing users to filter on any reportable field within the worksheet as well as various populations. These enhancements create an improved and more user-friendly experience for planners and reviewers.

Some of the highlights of the Advanced Executive Review Filters capabilities are:

  • User-friendly filters similar to Excel making use more intuitive
  • Filter based on field type: for example, contains for string fields, between for date fields, greater than for number fields, and so on
  • Save filters, and view or edit saved filters
  • Filter on Compa-ratio and Range Penetration.
  • Filter on entries for any comment fields
  • Filter on second manager hierarchical relationship
  • Multi-select or Select All for applicable filter criteria
  • Search multiple users simultaneously using Find User on the Population filter
  • Include Inactive Users on Team View searches

To make multiple selections for a filter, you can select the field to filter on and then select “IN” as the operator to select more than one value for the field:

To filter employees with a compa-ratio greater than 115% you would make the following selections for field, operator and values:

As of June 2, 2023, the Advanced Executive Review Filters will replace the legacy Executive Review Filters, and this has already occurred in preview environments as of the 1H 2023 release. You can choose to opt out and delay the change for one year, but the legacy filters will automatically be replaced May 17, 2024.

To enable the Advanced Executive Review Filters, go to Action – All Plans > Action for all Plans > Company Settings > Manage Company Settings then select the Enable advanced executive review filters checkbox (note: this checkbox is selected by default).

Once you have enabled the Advanced Executive Review Filters, they will need to be permissioned. The new filters reference end-user data saved in the Metadata Framework (MDF), so permission to the related MDF entities is required for the end users. You can add these permissions to an existing permission role that grants access to Executive Review or create a new permission role for the managers and grant the permissions.

The three Metadata Framework (MDF) objects that must be permissioned for the Advanced Executive Review Filters are:

  • User Permissions > Miscellaneous Permissions > CompFilterDefinition > Visibility: View > Action: Edit
  • User Permissions > Miscellaneous Permissions > CompFilterDefinition.criteria (CompFilterCriteria) > View, Correct, Create, Adjust Order
  • User Permissions > Miscellaneous Permissions > CompFilterPopulation > Visibility: View > Actions: Edit

With these new filtering capabilities, filters can now be saved for future use. This allows each end user to create their own list of reusable options filters. Previously end users would have to manually recreate any filter query every time that they wanted to see that specific population within executive review.

But why keep these filter capabilities all to your(HRIS)selves?

With the 2H 2022 release there is now the option to share prepackaged executive review filters to individual planning managers, preventing the need for end users to have to create their own list of filters at the onset of planning. Individual managers could still create any of their own unique filters specific to their planning needs, but Comp Admins can now provide an easy to utilize list of popular filter recommendations without the need for individual end-user creation.

Seeing our previous filter examples regarding performance rating and Compa-ratio we now can have those as selectable filter options for planners who are entering executive review for the first time.

It’s important to note that these shared filters cannot be tailored to specific planning managers. If an end user has access to that template’s executive review page, the shared filters will be in place and selectable. With that in mind, it is best to make shared filters that produce results regardless of level in the organization.

Additionally, the capability to share filters cannot be limited to a specific template.  If an administrator has access to share filters, then they have access to share on every planning template that exists.

That permission is:

  • Administrator Permissions → Manage Compensation and Varpay → Enable Sharing Executive Review Filters.

With the transition towards advanced executive review filtering, planners have many more capabilities of seeing what spending looks like during the planning cycle for their teams. That allows for better decision making with each client’s reward platform. With some preparation from admin teams and implementation partners, sharing filters makes slicing planning data to get to certain populations widely available at the very onset of entering Executive Review.

Lauren Taylor
Prime Senior Consultant

Jeremy Nelson
Prime Lead Consultant

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