Configure > Employee Status

You can use the Employee Status area to create employee statuses, which you can then use in conjunction with Person records defined in the Organization > People area.

The employee status is helpful for masking personal information on team reports for employees who are no longer with the company, for example, or for evaluating held results before releasing the results, among other uses.

Screen

Employee Status Screen

All Fields

The following table describes the information you can specify when managing employee statuses:

Field	Description
Employee Status Name	The name of the employee status.
Description	A description of the employee status.
Icon	The color of the icon indicating whether a person is active or inactive (in the person drop-down list when logging into the Xactly Suite).
Hierarchy Label	The label that appears in the hierarchy (replacing the person’s name) in cases when you choose Hide Personal Data or Hide All in the Report View field.
Report View	The view to display, from among the following: • Show All • Hide Personal Data • Hide All
Sort By	Indicates whether to sort the people, using this employee status, in the Xactly Suite drop-down list.
Include in Ranking Reports	Indicates that people with the corresponding employee status are to be included in ranking reports

How to…

This section describes the tasks you can perform when managing employee statuses.

Create an Employee Status

1. Click the Setup tab, then click Configure in the secondary menu and select Employee Status from the drop-down menu. The Employee Status screen appears.

2. Click the New button.

3. In the Employee Status Name* field, type an employee status name, such as Transferred.

4. (Optional) In the Description field, type a description of the employee status.

5. In the Report View* field, choose a view using the drop-down list.

You can choose from among the following options:

• Show All—Shows all data associated with the person. This is the default setting and the typical setting for most employees.
• Hide Personal Data—Masks the person’s name, but shows the data associated with the person. Use this option when you want to continue to track the incentive data, but the person is no longer with the organization (due to termination or transfer to another job within the company).
• Hide All—Shows no data associated with the person.

Setting the Report View to either Hide Personal Data or Hide All results in the following:

For Hide Personal Data:

• The label displayed in the Organization > Hierarchy view changes from POSITION_NAME – PERSON_NAME (EMPLOYEE_ID) to TITLE – HIERARCHY_LABEL.
• Personal information in report headers (in the Reports > Report Folders area) shows only the title, currency, and company (if configured for the report). All other fields are masked (using asterisks).
• Information in team ranking reports appears as it does in Individual ranking reports.

For Hide All:

• The label displayed in the Organization > Hierarchy view changes from POSITION_NAME – PERSON_NAME (EMPLOYEE_ID) to TITLE – HIERARCHY_LABEL.
• For other reports, a message appears indicating that the report is not available.

note: The Report View setting affects reports as seen by executives, sales managers, and sales representatives. The setting does not however affect reports as seen by administrators.

6. If you chose Hide Personal Data or Hide All in the Report View* field, type a label for the hidden data in the Hierarchy Label* field.

This is the label that appears in the hierarchy replacing the person’s name.

7. In the Icon field, click the  button next to the field. A pop-up appears showing the colors you can choose.

Choose the color of the icon indicating whether a person is active or inactive (in the person drop-down list when logging into the Xactly Suite).

8. (Optional) In the Sort By field, select the checkbox to have the people in the Xactly Suite drop-down list sorted using the employee status.

Incent automatically presents the last person that was selected using the dropdown list as the default selection, however, all other entries are sorted using the employee status if you select this checkbox.

9. (Optional) In the Include in Ranking reports field, select the checkbox to include people with this employee status in ranking reports.

10. Click the Save button. The newly-created employee status appears in the results pane.

Edit an Employee Status

1. Select an employee status from the list in the results pane.

2. Modify the fields that require changes.

3. Click the Save button.

Delete an Employee Status

1. Select an employee status from the list in the results pane.

2. Click the Delete button. A message appears asking “Do you really want to delete the selected item?”

3. Click the OK button to confirm the deletion, or click the Cancel button to cancel the action.