Can I change or edit recommenders or approvers?

Problem

• Need to change a recommender or approver in an active comp 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 toggle off a specific Recommender/Approver on the Recommenders/Approvers page, their manager becomes the new Recommender/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.

If you change someone's manager during the cycle setup, follow the steps below to automatically reflect any changes:

1. Go back to Employees > Select Reset changes > Redoing the employee eligibility step again.
2. Continue through to the Recommenders and approvers step, which will update the manager to reflect the changes made.

In an active or drafted cycle:

Edit the recommender for individual employees

1. Navigate to Manage > Employees.
2. Find the employee in the list > Click on the current recommender > Change recommender by selecting another user in the reporting line list, or search for any cycle participant via the text search.
3. Click on the recommender's name to assign them as the recommender.

Edit the recommender and approver

1. Navigate to Manage > Recommender and approver progress.
2. Select the ellipsis (...) next to the Recommender > Manage Recommendations.
3. Use the dropdown to select or search for an approver.
4. Select Save changes.