Admins are able to download a CSV to track manager submission progress within a Compensation Cycle and a CSV to track the sharing progress of the Compensation Shareouts.
Manager Progress
The Manager Progress CSV will include columns for the manager (Recommender), status, submitting to, approval flow, recommendations, and approvals.
- Navigate to Admin > Compensation > Compensation cycles.
- Select the Compensation Cycle.
- Navigate to Manager Progress.
- Select CSV.
Shareout Progress
The Shareout Progress CSV will include columns for recipient, statement sharer, assigned template, and shareout status.
- Navigate to Admin > Compensation > Compensation cycles.
- Select the Compensation Cycle.
- Under Share Statements, select Shareout progress.
- Select Download > Download CSV.