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Compensation Workbench Training

Documentation

  • Compensation Workbench Guide (PDF)

We also offer computer based training (CBT) videos:

  • Navigating in Compensation Workbench
  • Entering Allocations
  • Notes and Attachments
  • Allocation Wizard
  • Change in Eligibility
  • Viewing Ineligible Employees
     
  • Using Download to Spreadsheet - Immediate Upload (only available for PC users)
  • Using Download to Spreadsheet - Saving the Spreadsheet (only available for PC users)
  • Using Download to Spreadsheet - Uploading a Saved Spreadsheet
     
  • Submit and Recall
  • Audit History
  • Flexible Summary
  • Combined Plan View
  • Compensation Detail
  • Printing Employee Statements
     
  • Internet Explorer Settings
  • Excel Settings

Excel Add In (for PC users only, for use with download to spreadsheet)

  • Instructions for Downloading the Compensation Workbench Formatter (CBT video)
  • Instructions for Downloading the Compensation Workbench Formatter (PDF)
  • Compensation Workbench Formatter (for PC users only)
    (Requires access.caltech credentials to download)

 

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