This page controls what data appears in the planner worksheet, how it is displayed, who can see each column, and who can edit it. Columns are what planners interact with day-to-day during a comp cycle.

This page controls what data appears in the planner worksheet, how it is displayed, who can see each column, and who can edit it. Columns are what planners interact with day-to-day during a comp cycle.


 ![image.png](https://support.pave.com/api/attachments.redirect?id=3adf7b03-af01-42a8-ba29-39cdd95593eb " =3260x1824")


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**Understanding column types**

When you add a column, you choose from a library of pre-configured columns or create a custom column. Pre-configured columns have fixed data sources. For example, Current Salary pulls from your HRIS integration, band columns pull from your bands, and raise columns are planner-editable inputs or recommendation-synced. Custom columns give you full control over data type, data source, and dropdown values.

Columns are grouped in the picker by category:

* **Approval Chains:** Status, Approval Chain, Current Planner
* **Demographic Data:** Gender, Ethnicity
* **Job Data:** Employee, Tenure, Performance, Employee ID, Manager Name, Department, Division, Family, Team, Metro, Location, Country, Job Code, Title, Level, Start Date, Paid Hourly?
* **Current Pay:** Current Salary, Variable Pay, Current Bonus, Current Total Annual Cash, Current Total Annual Compensation, Last Salary Change, Last Compensation Adjustment Date
* **Pay Increase:** Salary Raise, Variable Raise, Market Adjustment, On-target Earnings (OTE), New Annual Bonus, One Time Payment, Target One Time Payment
* **Promotion Data:** Promotion, Reward Letter Job Title, Promotion Cash Raise, Equity Promotion Grant
* **New Pay:** New Salary, New Variable, New Total Annual Cash, New Total Annual Compensation, New Total Annual Compensation With One Time Payment
* **Equity Data:** Current Equity, New Equity Impact, Vesting Summary, Vested Percentage, Equity Refresher Grant, Equity Performance Grant
* **Band Data:** Comp Band Min/Mid/Max Salary, Comp Band Min/Mid/Max Total Cash, Equity Band, New Hire Equity Band, Target Variable Pay Percent
* **Compensation Metrics:** Pay Mix, New Pay Mix, Salary Impact, Total Cash Impact, Current/New Compa Ratio, Current/New Total Cash Compa Ratio, Current/New Range Penetration (Salary and Total Cash)
* **Reward Letter Data:** Full Name, Current Hourly Pay Rate, Raise Base Percent, New Hourly Pay Rate, Total Equity Grant
* **Smart Flags:** Smart Flags, Key Talent

If a column type you need is not listed, contact your Implementation Manager.


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**Adding a column**

Click **New column** to open the column configuration drawer. Adding a column is a two-step process: **General** (properties) and **Permissions**.

**General tab fields:**

**Column:** Select the column type from the grouped picker. At the bottom of the picker you can choose "Create a Custom Column" if no pre-configured option fits.

**Name:** The label shown to planners in the worksheet header.

**Description** *(optional):* Appears as a tooltip when a planner hovers over the column name.

**Default column display:** Controls how this column appears by default in planner worksheets before planners customize their own view. This is separate from permissions (which control who can see the column at all). Options:

* *Visible:* shown in the worksheet by default
* *Pinned:* frozen to the left side of the worksheet. A maximum of four columns can be pinned across a cycle. The Employee column is always pinned and cannot be changed.
* *Hidden:* not shown by default, but planners with permission can unhide it

For certain column types, additional fields appear:

**Data Display Type:** How values are formatted. Options vary by column type. For custom columns, choose from: Checkbox, Currency, Date, Number, Percentage, Text, Time from Cycle Start, Yes/No. This cannot be changed after the column is created if employee groups are using that column in filters. A tooltip and warning message will appear if this is blocked.

**Sync column to recommendations:** When set to Yes, this column is non-editable to planners and always reflects the latest recommendation value. If recommendations change after the cycle opens, this column updates automatically. Enabling this also automatically downgrades any "Can Edit" permissions to "Can View."

**Are there a specific set of values users should choose from?** *(Text columns):* If Yes, you can define a dropdown list of values (for example, performance ratings like "Exceeds Expectations"). You can also set the order of those values, which affects how performance displays in the worksheet and in charts.

**Should performance values be selected from a dropdown or populated from integration data?** For Performance columns, choose between a dropdown you define or values pulled from your performance integration.

**Do you want to show equity in shares or currency?** For equity grant columns. This setting is shared across all equity grant columns in the cycle. Changing it on one column changes it for all. If the cycle is active or finalized and other equity columns already exist, this field is locked.

**What column should percentage raise be calculated off of?** Optional. For raise columns, selects a base column for the percentage calculation. Defaults to current base pay if left blank.

**Will budgets be calculated based on this column?** For custom formula columns. Connects the column to cash or equity budget tracking.

**Which columns do you want to use for promotions?** *(Promotion column):* Job Title; Job Title and Job Level; Job Family and Job Level; or Job Code.

**Would you like to display additional view-only columns?** *(Promotion column):* Optional additional read-only columns pulled from your bands (Job Level, Job Title, Job Family, combinations). These populate only if the field exists in your bands.

**Do you want to include Market Adjustment in your OTE calculations? / Do you want to include Promotion Cash Raise in your OTE calculations?** OTE column configuration.

**How do you want to specify new annual bonus?** Specify increase based on current bonus; specify new annual bonus value; or specify increase as a percentage of base value.


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**Permissions tab**

The Permissions tab defines who can see and interact with each column.

**Default Permission:** Applies to any user who does not have a matching role override. Options:

* *Can Edit in Table:* planners with this permission can enter or change values in this column (shown as "Can Override Recommendations" if the column is synced to recommendations)
* *Can View in Table:* planners can see the value but cannot change it
* *Can Not View in Table:* the column is hidden from these users

Even if a column is hidden from all users, it still contributes to any visible computed columns that reference its values. Planners may be able to deduce its value from those columns. A notice appears when you select "Can Not View."

For the Promotion? (isPromotion) column specifically: hiding or removing it also makes promotion-related columns (such as Promotion Cash Raise or Equity Promotion Grant) view-only for employees for whom promotion is hidden.

**Role Overrides:** Click **Add Role Override** to grant a specific role a different permission than the default. Select one or more roles and assign a permission level. This is how you make a column visible to senior leadership but hidden from front-line managers, for example.

If any employee groups or smart flags use this column in their filters, an info alert appears on the Permissions tab listing those dependencies. Changing permissions may cause those employee groups or smart flags to stop functioning as intended for certain users.

Columns driven by HRIS integration data, a formula template, band data, or a performance integration are automatically view-only. The "Can Edit" option does not appear for these columns.

\[Screenshot: Permissions tab showing Default Permission selector and Add Role Override option\]


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**Column order**

The order of columns in the table is the left-to-right order planners see in the worksheet.

To reorder columns, click **Edit Column Order** in the page header. Drag-handle icons appear in the action column. The Employee column cannot be reordered. It is always pinned. Drag rows to your desired order, then click **Save** to apply. If you navigate away with unsaved order changes, a confirmation modal warns you that unsaved changes will be lost.


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**Editing and deleting columns**

Click the **pencil icon** next to any column to open its configuration drawer and make changes. If the cycle is finalized, the drawer opens in read-only view (eye icon instead of pencil).

Click the **trash icon** to delete a column. A confirmation modal appears with the message: "This action is irreversible." You will need to recreate the column from scratch to re-add it.

Some columns cannot be deleted if they are currently in use. A blocking modal explains what must be resolved first. A column cannot be deleted if it is:

* Used as a filter in one or more smart flags (remove the filter from those smart flags first)
* Used to calculate a budget (remove it from the budget configuration first)
* Used in cycle dashboard configurations (remove the relevant configurations first)
* Used as a priority sort factor (remove it from priority sort first)
* Referenced by active recommendation logic (deactivate the recommendation logic first)
* Referenced in the definition of another column (remove it from that column's definition first)

For compound column types (Promotion, OTE, New Annual Bonus), deleting one deletes all associated columns in that group.

The Employee column cannot be deleted.


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**Equity data type confirmation**

If you change the equity display type (shares vs. currency) on an equity column and other equity grant columns already exist in the cycle, a confirmation modal appears: "Are you sure you want to update your equity data type?" Confirming will update all equity grant columns in the cycle at once. This cannot be selectively applied to one equity column.


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**View Columns by Role**

Click **View Columns by Role** in the page header to preview what planners will see for specific roles. Select one or more roles. If multiple roles are selected, each column shows the permission with the highest authority among those roles. All data shown is sample data based on the data display type, not real employee values. Click **Exit** to return to the standard column list.


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**Audit log**

Click **View Audit Log** (available in the page header when not in role-view mode) to see a history of all column configuration changes for this cycle, including what was changed and by whom.


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**Cycle status and editing restrictions**

A banner appears at the top of the page when the cycle is not in draft:

* **Active cycle:** A warning banner notes that planners may have their workflows disrupted by changes to columns. Editing is still permitted.
* **Finalized cycle:** Columns are locked. The banner explains that all columns with "Can Edit" permission are now view-only for planners. The original permissions remain visible and will take effect if the cycle is unfinalized. The column drawer opens in read-only view.




Configure cycle columns

Configurations overview

Cycle access permissions

Overview

Configure cycle settings

Configure employee eligibility

Configure approval chains

Configure planning windows

Configure budgets

Configure worksheet settings

Configure currency and equity

Configure recommendation logic

Snapshot cycle data

Reset and delete cycles

Configure data upload

Configure reward letter settings

Cycle Setup

OTE planning

Writing formulas with Handlebars

Hourly and monthly pay

Custom Columns

Columns and Formulas

Using the planner worksheet

Using the employee detail view

Cycle Progress dashboard

Budgets dashboard

Cycle Outcomes dashboard

Approval Statuses 

Worksheet Experience

Overview of smart features in compensation planning

Peer Comparison

Smart Flags

Priority Sort

Compensation Outliers

Manager Compression Flag

Vesting Drop Flag

Flags and Insights

Compensation Planning

Connect ADP

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HRIS Integrations

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EMS integrations

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Manage your connections

Upload custom reports (historical pay, benefits, and original grant value)

Pave API

Send reward letters to Workday

Integrations

Configure Team View

Team View

Grades

Setting up Company Job Architecture

Company Job Architecture

Job Architecture 101

Pay Zone Manager

Step 1: Build Foundation

Generate Bands from Market Data

Editing Bands

Calculated Columns

Bands Set Audit Log

Bulk & Manually Associate Market Data to Bands

Employee Distribution in Bands

How to duplicate band sets

Managing & Reordering Calculated Columns

Unmatched Employees

View changes

Pay Types: Calculated TDC, Annual Equity, and Refresh Equity

Manually Create New Band Sets

Band Sets

Upload/Download Bands

Step 3: Update Ranges

Advanced Filters

Compare Bands

Generate Bands for New Jobs in Your Job Architecture

Relative Permissions

Ongoing Management & Analysis

Edit and apply benchmarks

Set weights and logic

Map data sources to jobs

Supported survey providers

Manage Pave data sources

Manage survey data sources

Benchmarks overview

Survey aging

Step 2: Benchmarking

Market Pricing

Create an account and log in

Set up single sign-on (SSO)

Account setup

Configure role permissions

Create and manage roles

Roles and permissions

Impersonate a user

Manage notifications

Complete your company profile

Manage company settings

Platform settings

Account & Permissions

June 2026 data release

Create and manage Peer Groups in Market Data

Create and manage Market Data reports

Equity data benchmarking

Explore data composition

Explore the Pave job catalog

Filter Market Data benchmarks

Get started with Market Data

Share Market Data externally

Use the Recent Hire filter

Market Data Benchmarks (Features & Workflows)

Understand Calculated Benchmarks

Understand Consistency Labels

Understand job matching

Understand Market Data methodology

Understand Job Levels

Market Data Methodology 

Explore Global Location Insights

Explore Equity Practices

Other Pave Market Data Products 

Market Data FAQ

FAQ's

Upgrade to Market Data Pro

Upgrades & Pricing 

Market Data

Customize branding in Total Rewards and Visual Offer Letter

Branding and customization

Configure benefits

Configure equity settings

Customize compensation display

Equity slider and valuation options

Compensation configuration

Future modeling overview

Configure future grant modeling

Configure compensation simulator

Future modeling

Set up Learning Hub content

Learning Hub

Total Rewards & Visual Offer Letter

Security at Pave

Security General Information

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Does Pave provide activity logs if requested? 

Will Pave connect a customer's data to any other systems?

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What is Pave's threat detection strategy?

How do customers receive security alerts and/or security advisories?

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Security FAQs

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Guide

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