Executive Review Enhanced Filters
With the H1 2021 release comes long awaited functionality around Executive Review Enhanced Filters. The new filter options allow a user to create and customise their own filters to assess, compare, and analyse compensation data. Many of my customers user the Compensation Executive Review functionality to conduct their moderation or calibration process and this really is a game changer for this use case.
Enabling the New Filters
The new filters are enabled by switching on ‘Enable advanced executive review filters’ under Actions for all plans> Company Settings> Manage Company Settings
There are several new components to the filter functionality.
1. Population Filter
Access the new population filter in Executive Review by clicking on the first icon on the menu bar. By default when first enabled, this should be set to ‘All Employees’.
The population filter option contains some of the previous filter functionality found in the legacy tool including being able to view the population by Team, HR Reports, Matrix Reports and Custom Manager. New functionality includes being able to filter on both the Second and Team Manager hierarchies and the individual user filter now allows the manual selection of several unrelated employees for review.
By using the ‘Find User’ option from the population filter, I can select multiple individual employees to review at the same time.
With the exception of the ‘Find User’ filter, all the population filters can be used in combination with the custom filters explained below.
2. Custom Filters
Access the new custom filter options in Executive Review by clicking on the second filter icon on the menu bar.
Here you can create custom filters based on the data in your worksheet to use in your Executive Review screen. I have created four sample filters for the purpose of this blog, but an end user can create any possible filter combinations to drill down into the population they would like to review. Once a user creates an Executive Review filter, they are available each time that user accesses the Executive Review screen for this template.
Let’s look at each filter example:
High Compa-Ratio – This filter displays all employees who have a compa-ratio greater than 110%.
High Performers – This filter displays all employees who have an overall performance rating of 4 or 5 on the rating scale.
High Performer Low in Band – This filter looks at high performers (5 rating) who are also sitting low or below in their salary band (range penetration less than 10%)
Part Time Employees – This filter looks at the part time employee population.
A few important notes:
- Custom filters are created per template by the end user.
- Only one custom filter can be applied at a time but one filter can contain multiple conditions
- Remember, filters are STICKY! This means that Executive Review will not reset your filters when you leave the screen. Always double check your filters if the expected population is not appearing.
By using the population and custom filters, you will be able to use Executive Review to further segment or drill down on the employee population for calibration purposes.
Thanks for the post Christian. I have a question. I have noticed some entries are still Sticky in search filter and not allowing other entries. Can we give any role based permissions to be granted for executive review functionality to clear entries from search filter? Please confirm.
Yes there are some RBP settings that can be enabled to further control/restrict the use of the filters.
In Manage Permission Roles under the required role go to User Permissions> Miscellaneous Permissions and you should see the below options. All can be enabled for full access for a user.
This is a great article and will be extremely useful in creating a help guide for our managers. Question - are there any details on what the above permissions enable for a person to help determine which we should be enabling based on the role?
Thanks in advance!
Thanks for your reply Christian. I have one more question, I have used person id in filters with equal to condition. I have noticed some employee number entries are already there in the list,so,i can not give new entries in equal to condition, after reseting.The new employee number (entries values) are not saving. Its little weired.But,Person id with contains condition is working fine and able save the entries. How can i delete the old employee numbers list from the search list. Could you give me your inputs on this please. Many Thanks
I think the best way to achieve this would be through the Population filter and not the custom filter. You can filter on individuals (or multiple individuals) through the 'Find User' option in the population filters.
adding a link to this blog which shows a workaround for something a lot of clients ask for :
All the best