The Approval Chains page of a compensation cycle setup allows admins to view recommenders and approvers and remove any recommenders.
Before you start
- Super admins, compensation admins, and custom role owners will have the ability to provide final approval for all compensation changes during and after the compensation cycle.
- Admins will be the recommender for employees at the top of the org chart.
Approval Chains
Recommenders and approvers table
All managers with eligible direct reports are included within the Recommenders and approvers table as compensation recommenders. Managers of managers will be listed as approvers of the managers who report to them. If required, this can be adjusted to any other cycle participant.
The Recommenders and approvers table includes:
-
Name: The name of the recommender or approver.
- Select the ellipsis next to their name to View approvals.
- Title: Job title of the recommender or approver.
- Include in cycle toggle: The toggle that will determine whether the recommender or approver is taking part in the approval chain process in the cycle.
-
Submitting to: The employee the manager is submitting recommendations and approvals to.
- Select Edit here to change who the manager is submitting recommendations and approvals to.
- Department: The department the recommender or approver is in.
- Pay Zone
Remove recommenders
As an admin, you can remove managers from submitting in the cycle by un-toggling their names from the list. Any employees they were responsible for recommending or approving will be assigned to that person’s manager. If you choose to uncheck all managers and managers of managers along a reporting chain, the admin will be responsible for all their recommendations, unless manually reassigned.
Adjust the approval chain
As an admin, you can reassign the approval chain to any participant 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 Setup:
- Navigate to Admin > Compensation > Compensation Cycles > select the cycle.
- Navigate to the Approval Chain page.
- Next to the approver, select Edit.
- Use the dropdown to select or search to assign a new approver.
- Select Save changes.
During An Active Cycle:
- Navigate to Admin > Compensation > Compensation Cycles > select the cycle.
- Navigate to the Recommender and approver progress page.
- Next to the approver, select Edit.
- Use the dropdown to select or search to assign a new approver.
- Select Save changes.
Learn more about changing an approver during an active cycle.
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