# Overview

This guide will cover the 4 steps required to configure your merit cycle for "OTE-Planners"

## Steps for OTE-Planner Set up


1. Set up an "OTE-Planners" role used to assign column visibility
2. Add OTE columns to your merit cycle
3. Configure your logic for the OTE Pay Mix column
4. Define OTE employee eligibility

### Set up an "OTE-Planner" Role

Setting up an OTE Planners role lets you display OTE columns to the relevant planners. Under [Roles & Permissions](https://staging.app.pave.com/settings/roles/employee), create a new custom role for OTE Planners. You can define eligibility for this role by level, department, and/or rollup depending on what’s relevant for your given organization.

Once you configure OTE columns for your merit cycle, you’ll be able to assign visibility of these columns for this specific planner role so that OTE columns are hidden in non-OTE planner worksheets.

### Add OTE columns to your merit cycle


1. From the merit cycle you are editing, click **Configurations** in the top right corner of the screen. Then select the **Columns** tab.
    ![](https://support.pave.com/servlet/rtaImage?eid=ka0TV0000001gJl&feoid=00NUn00000C06g9&refid=0EMTV00000EnhQL) 

 ![](https://support.pave.com/servlet/rtaImage?eid=ka0TV0000001gJl&feoid=00NUn00000C06g9&refid=0EMTV00000EnhTZ)

    2. Click **Add New Column**. This will populate the list of selectable columns. 

 ![](https://support.pave.com/servlet/rtaImage?eid=ka0TV0000001gJl&feoid=00NUn00000C06g9&refid=0EMTV00000EnhYP)

 ![](https://support.pave.com/servlet/rtaImage?eid=ka0TV0000001gJl&feoid=00NUn00000C06g9&refid=0EMTV00000Enha1)

**Selecting this column will add the following suite of OTE planning columns to the cycle:**

These columns can all be configured from this single panel. You can adjust the Name & Description for each OTE column within the provided form.

**These are all the columns that will be added:**

* **Use OTE?**
  * More information on this column is included in a [future step](https://www.notion.so/Internal-Docs-OTE-Planning-5a1db2bd74f8481cb17118e114f0b516?pvs=21). This column will determine which employees should be planned for in OTE mode. Any planner who has at least one employee in their worksheet where `Use OTE?` **= true** will see OTE-related planning columns. You can bulk upload vales or use logic for this column, or leave it editable in worksheets.
    * This column plays a very similar role to `isPromotion` in that it determines which cells are editable per employee

 ![](https://support.pave.com/servlet/rtaImage?eid=ka0TV0000001gJl&feoid=00NUn00000C06g9&refid=0EMTV00000Enhbd) 

* **Current OTE**
  * This column will display the employee’s current OTE, which is base + variable. It uses a different calculation from total annual cash because it **does not include** annual bonus.
* **OTE Raise**
  * This column will be the raise input column for OTE planners. It is a single input that will sub-divide its value between base and variable based on the employee’s pay mix. Recommendations will appear in this column for OTE employees.
* **OTE Salary Raise**
  * This column will display the calculated salary raise that the employee will receive, based on their pay mix and the OTE raise given by the planner. 
     ![](https://support.pave.com/servlet/rtaImage?eid=ka0TV0000001gJl&feoid=00NUn00000C06g9&refid=0EMTV00000EnfLK) 
* **OTE Variable Raise**
  * This column will display the calculated variable raise that the employee will receive, based on their pay mix and the OTE raise given by the planner. 
     ![](https://support.pave.com/servlet/rtaImage?eid=ka0TV0000001gJl&feoid=00NUn00000C06g9&refid=0EMTV00000EnhdF)


* **OTE Market Adjustment** (key-onTargetEarningsMarketCashRaise):
  * This column will be the market adjustment input column for OTE planners. It is a single input that will go towards the employee’s base and variable based on their pay mix. **Note**: **If you need to process market adjustment increases for OTE-eligible employees and want this to be a separate input, select Yes under this first question on the OTE columns form**:

     ![](https://support.pave.com/servlet/rtaImage?eid=ka0TV0000001gJl&feoid=00NUn00000C06g9&refid=0EMTV00000Enher)
* **OTE Pay Mix**:
  * This column displays the employee’s target pay mix. You should use the new in-app recommendation logic for Pay Mix to choose between the following pay mix behaviors:

    
    1. Maintain current pay mixes
    2. Use target variable pay percent from ranges
    3. Maintain current pay mix for non-promoted employees; use target variable pay percent on promotion bands for promoted employees → **We recommend this option so that Pave dynamically applies the employees current or promotion pay mix**
  * You can also upload static values to this column via the Data Upload configuration section if desired.
  * **Note:** You should continue to format targetVariablePayPercent in the same way that you have been for your band set previously in order for Compensation Planner to accurately interpret pay mixes from bands.
* **New OTE**- (key-*newOnTargetEarningsAmount)*:
  * This column displays the employee’s new OTE for OTE planners.

**After saving your columns, the next page will ask you to specify which roles can view / edit the OTE columns in your cycle. You should add the OTE planner role created in Step 1 as the role that can access all of these columns. You can also adjust these settings in the Columns table later.**

 ![](https://support.pave.com/servlet/rtaImage?eid=ka0TV0000001gJl&feoid=00NUn00000C06g9&refid=0EMTV00000Enhes)

### Configure logic for the OTE Pay Mix column

As mentioned above, you should select one of the 3 rec logic options in-app for target pay mix:


1. Maintain current pay mixes
2. Use target variable pay percent from ranges
3. Maintain current pay mix for non-promoted employees; use target variable pay percent on promotion bands for promoted employees → **We recommend this option so that Pave dynamically applies the employees current or promotion pay mix**

### Define OTE employee eligibility

The **Use OTE?** checkbox column will indicate which employees are eligible for OTE compensation planning. Admins can bulk update this column ahead of their cycle to mark all necessary employees as OTE eligible. OTE planners will be given OTE-specific planning columns for all employees in their worksheet who are OTE eligible.

###  ![](https://support.pave.com/servlet/rtaImage?eid=ka0TV0000001gJl&feoid=00NUn00000C06g9&refid=0EMTV00000EnhgT)FAQ

Q. How should targetVariablePayPercent be formatted in the band set in order for pay mix to be correctly applied in Compensation Planner? 

**A. In the customer’s band set, targetVariablePayPercent should be a calculated as a percentage of BASE SALARY, not OTE in Bands. Don’t worry, we will still display the pay mix as expected for planners in Compensation Planner, but you should calculate Variable as a percentage of Base in Bands.**

OTE Planning Configuration Guide

Comp Planner Configurations Overview

Compensation Planner 101

Getting Started - Compensation Planner

Compensation Planner FAQs

Cycle Specific Permissions

Employee Eligibility

Step 1: Initial Cycle Setup

First-Class Columns

Using Handlebars Formula for Calculated Columns

Columns

Step 2: Column Configuration

What is OTE Planning?

Step 3: OTE Planning

Am I able to update or change approval chains during a cycle?

Updating Approval Chains

Compensation Cycle Data Upload

Step 4: Data Management

How can I configure market adjustment recommendations for employees?

How can I configure variable raise recommendations for employees?

Recommendation Logic

What are Recommendations?

Step 5: Recommendation Logic

Budgets

Budget Dashboard

Top Down Budgets: In-app Configurations

Step 6: Budget Confirmation

Planning Windows Setup Guide

Planning Windows Overview

Monthly & Hourly Pay

Employee Compensation History Popout

UI Toggles

Filtering & Sorting

Approval Statuses

Step 7: Planner Experience

Smart Flags

Compensation Outliers

Manager Compression Flag

Vesting Drop Flag

Step 8: Controls & Governance

Peers Overview

Cycle Outcomes

Value Rounding in Compensation Planning

In App Reward Letter Editor

Reward Letters

Peers Configuration Guide

Cycle Progress Dashboard Overview

Other Cycle Actions

 Compensation Planner

Market Data Connections Set up

Market Data Connections Overview

Integrations 101

Integrations

Adding Columns

Team View Overview

Team View Column Configuration

Team View Customizations

Re-ordering Columns

Deleting Columns

Team View Settings

Team View

Logging In

Custom Role Creation Guide

Creating an Account

How to add a colleague to Pave’s Market Data Platform

Market Data Role Management

Why does it matter to get levels and role families right?

SSO Configuration Guide

Account Setup

Contact Us

How much does Pave Market Data access cost?

How does Pave Work?

Intro to Pave

Pave 101

Compensation Philosophy

Total Compensation

Compensation 101

The Stock Option Lifecycle

ISO Tax Implications

The Basics of Stock Options

The Confusing AMT (Alternative Minimum Tax)

ISO Strategies

An Overview of How Stock Options Work

Equity 101

Account Creation Troubleshooting and FAQs

How to Benchmark Executive Compensation

Login Troubleshooting and FAQ

How does company size affect which department, job family and job level I should choose?

How does Pave determine a role level and role family?

What are Job Levels, Departments and Job Families? Why are they important?

Troubleshooting Rippling Zero Records Error

What Market Data Connections does Pave currently support?

FAQs

Getting Started

Survey aging

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

Step 2: Benchmarking

Band Sets

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

Manually Create New Band Sets

Bands Set Audit Log

How to duplicate band sets

Managing & Reordering Calculated Columns

Calculated Columns

Unmatched Employees

Upload/Download Bands

View changes

Editing Bands

Employee Distribution in Bands

Pay Zone Manager

Job Architecture 101

Grades

Setting up Company Job Architecture

Company Job Architecture

Step 1: Build Foundation

Generate Bands from Market Data

Bulk & Manually Associate Market Data to Bands

Step 3: Update Ranges

Relative Permissions

Generate Bands for New Jobs in Your Job Architecture

Compare Bands

Advanced Filters

Ongoing Management & Analysis

Market Pricing

Option Driver Deprecation FAQs

Option Driver

Option Impact Deprecation FAQs

Option Impact

Option Impact & Option Driver

Executive Reporting Dashboard

Cycle Monitoring and Reporting

Building Market-Based Compensation Bands

Employee Groups

Cycle Configuration

How does Recommendation Logic work?

Am I able to change another user’s permissions or login credentials while impersonating?

OTE Planning Configuration Guide

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OTE Planning Configuration Guide

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