Problem
Need to change a recommender or approver in an active Compensation cycle.
How can I update a recommender in an active comp cycle?
Resolution
It is possible to remove specific managers from the approval chain when setting up a compensation cycle. By default, if you exclude a specific recommender or approver on the Approval chains page, their manager becomes the new recommender or approver. Here, you can also change the approver outside of the reporting line.
Note: If an employee does not have a manager assigned prior to the Datacheck step in the setup, the admin will be automatically assigned as the recommender/approver.
Adjust the approval chain
As an admin, you can adjust the full approval chain and assign any user in the cycle, provided they are not already a downstream employee in the same reporting line. You can make these changes during both the cycle's setup and its active phase.
During an Active cycle:
Navigate to Admin > Compensation > Compensation Cycles > select the cycle.
Under Manage, select Recommender and approver progress.
Next to the recommender or approver, select Edit.
Use the dropdown to select or search to assign a new approver.
To add additional approvers, select + Add approver, or to remove approvers, select the X next to an approver's name.
To verify changes to the approval chain that may affect the order of other approval chains, select Continue to review.
Once verified, select Save changes.
Learn more about changing an approver during Compensation cycle setup.
Note: recommenders or approvers cannot be removed or changed in an active cycle if recommendations have already been submitted by the current assigned Recommender/Approver.