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 Managers page, their manager becomes the new Recommender/Approver. Here, you can also change the approver outside of the reporting line.

Important call out: If an employee does not have a manager assigned prior to the Datacheck step in the set up, the admin will be automatically assigned as the approver and this will not be editable. 

If you change someone's manager during the cycle setup.

1. Go back to the "Employees" step > Clicking on "Reset changes" > Redoing the employee eligibility step over again.

3. Continue through to the "Managers" step will update the manager to reflect the changes made.

In an active cycle, you can edit the approver under the Manage tab. 

1. Navigate to Manage > Manager progress.
2. Hover over the approver> Change or click the ellipsis> Manage Recommendations.
3. Use the dropdown to select or search for an approver. 
4. Select Save changes.