Assign collaborators
Collaborators are people who work alongside your reviewers and approvers to guide them throughout the compensation review cycle. These individuals (for example, a senior HR advisor or HRBP) help ensure that your reviewers and approvers are on the same page when it comes to your organization’s compensation goals.
When you assign a collaborator to work with a reviewer or approver, the collaborator sees the same information that the reviewers and approvers see in the compensation review. You have the flexibility to give your collaborators as much control over a compensation review proposal as you want:
- For example, you can set it up so that collaborators have view-only access and only the reviewer or approver can submit their compensation review proposal.
- Or, if you prefer your collaborators to be more hands-on, you can give collaborators the ability to edit and even submit on behalf of a reviewer.
All collaborators have the same level of permissions that you assign.
To assign collaborators, open an existing compensation review with a status of Not started or Paused. Select the Collaborators tab.
When you are not working with collaborators in the compensation review, select No, we are not using collaborators in the Are you using collaborators in this cycle? dropdown. This option is selected by default. Please note that when you change your selection for the Are you using collaborators in this cycle? field, any previous configuration you’ve made is deleted and the Collaborators tab is reset. Once you launch your compensation review cycle, you can't make any more changes to this field.
When the same collaborators are going to be working with all reviewers and approvers in your compensation review cycle, you can assign them all at once. Collaborators are assigned based on the eligible employees included in the compensation review.
To assign the same collaborators to all reviewers and approvers:
- Navigate to the Collaborators section in the Collaborators tab.
- In the Are you using collaborators in this cycle? field, select Yes, they are the same for everyone in the org.
- Assign permissions for your collaborators in the What permissions should collaborators have? field. These permissions are applied to all collaborators. You can select from the following permission options:
- View only - Indicates collaborators can only view compensation review proposals for the reviewers and approvers they’re working with.
- Edit only - Indicates collaborators can view and make changes to the compensation review proposals for the reviewers and approvers they’re working with.
- Edit & Submit - Indicates collaborators can view, make changes, and submit compensation review proposals on behalf of the reviewers and approvers they’re working with.
- Enter the names of your collaborators in the Who would you like to add as collaborators field.
- Remember that these individuals will have access to the same proposals and information that displays to the reviewers and approvers they’re assigned to work with.
- The individuals you add as collaborators display in the Collaborators column for each reviewer and approver in the Reviewers & approvers section.
- Your changes are saved automatically.
You can use ChartHop fields, for example, Department or Location, to get even more specific about how and where you assign collaborators to different groups of reviewers and approvers.
When you choose a field to assign collaborators, all of the available field values display in the Fields section and collaborators are assigned based on eligible employees. For example, if you assign Melinda Simpson as the collaborator for the Los Angeles office, then every reviewer and approver who has at least one eligible employee in the Los Angeles office will be assigned Melinda as a collaborator.
To assign collaborators to reviewers and approvers based on a ChartHop field:
- Navigate to the Collaborators section in the Collaborators tab.
- In the Are you using collaborators in this cycle? field, select Yes, they are different people for different parts of the org.
- Assign permissions for your collaborators in the What permissions should collaborators have? field. These permissions are applied to all collaborators. You can select from the following permission options:
- View only - Indicates collaborators can only view compensation review proposals for the reviewers and approvers they’re working with.
- Edit only - Indicates collaborators can view and make changes to the compensation review proposals for the reviewers and approvers they’re working with.
- Edit & Submit - Indicates collaborators can view, make changes, and submit compensation review proposals on behalf of the reviewers and approvers they’re working with.
- In the Fields section, select a ChartHop field to use for collaborator assignments from the dropdown (for example, Department).
- Select Add Another Field to add another dimension to the way collaborators are assigned (for example, add Location if you want a specific person to collaborate with reviewers and approvers in the Accounting department in New York).
- Enter the names of your collaborators in each of the ChartHop field values that display.
- For example, if you selected to assign based on Department, enter a collaborator for each department that is listed.
- Remember that these individuals will have access to the same proposals and information that displays to the reviewers and approvers they’re assigned to work with.
- The individuals you add as collaborators display in the Collaborators column for each reviewer and approver in the Reviewers & approvers section.
- Your changes are saved automatically.
You also have the option to manually assign a specific collaborator to a reviewer or approver on an individual basis.
To assign a collaborator for an individual reviewer or approver:
- Navigate to the Reviewers & approvers table in the Collaborators tab.
- Select the name of the reviewer or approver to whom you want to assign a collaborator.
- In the Assigned collaborators field, enter the name of the individuals you want to assign for the selected reviewer/approver.
- Your changes are saved automatically.
You can also manually unassign a collaborator from an individual reviewer or approver. This is helpful when you’ve already assigned all collaborators to your organization but want to make a few individual changes.
To unassign a collaborator for an individual reviewer or approver:
- Navigate to the Reviewers & approvers table in the Collaborators tab.
- Select the name of the reviewer or approver whose collaborator you want to remove.
- In the Assigned collaborators field, select X next to the collaborator you want to unassign.
- Your changes are saved automatically.
You have the option to reset your collaborators during configuration in case you need to start over.
To clear all collaborator assignments:
- In the Collaborators tab, select Reset Collaborators.
- Select Confirm. All your collaborator assignments are cleared.
