FAQs
Here are some questions in two sections - one for end users and another for SecureSheet administrators:
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End User Questions |
Quick Tips |
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You must click the red Save Changes button at the top of the screen to save your work. Click Save Changes often. |
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When I filter and sort and want to get back to no filter or sort, how can I do that? |
Click the Refresh link on the top right of the screen. |
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Yes. Click the Zoom drop-down on the top right of the screen and select a value to increase or decrease the font size in your browser window. |
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How can I tell where I need to enter information? |
The cells where you can enter information are outlined have a beveled-edge look. |
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Can I default the Zoom setting to something other than 100%? |
No, the Zoom setting is set by user. If a user changes their Zoom setting, it will default to that setting on successive logins. Users can also use their browser Zoom feature. |
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Will the screen time out if a user takes over a certain amount of to close the page / hit save changes? |
If a user leaves the session open, it will timeout after an hour. Click Save Changes often. |
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Is there an auto-save option? |
There is no auto-save. |
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Can both an HRBP and a manager be in the SecureSheet making udpates at the same time? |
Yes. All users can be working in a SecureSheet at any time. Changes will not be seen by other users until they are saved. If two users are editing similar rows of data at the same time, they will not see one anothers changes until they either save changes or refresh their view. |
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Can I download a SecureSheet, make edits and upload back into SecureSheet? |
End user permissions to export from / import into SecureSheet are controlled by your organization's process owners and internal SecureSheet administrators. |
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Administrator Questions |
Quick Tips |
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How do we change data once our SecureSheet is live? |
Data management is based on the scenario. Updating cell values can be done by administrators at any time while the system is live in the All Data (Edit) view or in the Administration view. The Data Management topic has many scenarios you may encounter. |
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I get a message that licenses have expired. How can we add licenses? |
Contact SecureSheet Support. |
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Can managers only see and update their data? |
Yes. You can set up secured Views that are authorized to specific users based on their email address or special filters tied to a column in your master sheet. The Views and filters control what data a user is allowed to see and update in SecureSheet. This allows multiple users to work on the same sheet accessing only their specific information. |
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For managers to see their whole organization (roll up), does it work by Employee ID or by name? |
SecureSheet can automatically infer a roll up when there is a 1:1 relationship between an Employee and their Manager. SecureSheet uses the Manager ID to accomplish the automatic rollup. The Manager must also have their own row in the main tab (it may be just demographic info and not salary info if you are including high levels of managers who may not be included as individuals in the compensation planning). |
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Share the SecureSheet to them. |
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Does SecureSheet automatically set up an account for users? |
Yes, when a user is shared to a SecureSheet, they are added to the Email (User) Administration table in SecureSheet. On your IT side, their email address has to be provisioned to your organization's SSO setup (however you manage that internally). |
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How do I increase the number of rows that show up on a page? |
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You can copy a range of cells in Excel and paste into SecureSheet by clicking in the starting upper left cell and using the browser paste function (e.g., right-mouse click and select Paste). |
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From an administrator view (All Data or Administration), click Formula to see the Formula view of your SecureSheet. Highlight a formula in the formula bar in Excel and paste into SecureSheet by clicking in the starting upper left cell and using the browser paste function (e.g., right-mouse click and select Paste). If you have an entire column(s) to update, and your SecureSheet is active, you will have to lock it and export/import to update the formula(s). |
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How do I add a drop-down list in SecureSheet? |
Dropdown lists are a type of Data Validation. These can be added online or imported from Excel. |
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I added new drop-down list values but they are not in the drop-down list. Why can't I see them? |
To refresh drop-down lists after adding online, make sure the data validation is set to accommodate the extra rows where you entered new drop down list values. |
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Does conditional formatting in Excel import into SecureSheet? |
Yes, and you may administer conditional formatting online while your SecureSheet is live, if necessary. |
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How do I blank out all the values (except my header rows) in SecureSheet? |
Export your SecureSheet to Excel and blank out all the values, then import back into SecureSheet. |
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Is there an audit trail to show edit history in SecureSheet? |
Yes. If you see an "H" in a cell, you may click into cell history. If you do not see an "H" and have questions about cell changes, contact your internal SecureSheet administrators. They can access the audit trail in SecureSheet. |
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Can I set up charts in SecureSheet? |
Contact SecureSheet Support for assistance setting up charts. |
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Can I set up macros in SecureSheet? |
For security reasons, macros are not imported by SecureSheet. There are other custom functions to tailor to unique requirements. Contact SecureSheet Support for assistance. |
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Can I set up pivot tables in SecureSheet? |
Pivot tables are not support by SecureSheet. You can set up Summary Totals at the top of your SecureSheet or on another tab to provide summary views to your users if needed. |
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How can I tell if managers have printed statements for their employees? |
Export the Audit Activity for the SecureSheet to see the "ExportViewPDFListForm" which shows which statements were exported and by whom. |
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Is there a unique link that we send to managers when it's time to go live? |
Yes, the link your IT team gives you to login through Single Sign On (SSO) or you send your users an email with the link to the SecureSheet login page and instruct them to reset their password. |