Assign reviewers and approvers

Reviewers are responsible for reviewing employee compensation, proposing compensation changes, and submitting those changes up the approval structure. Reviewers have a group of people whose compensation they’re responsible for reviewing. This can include, but is not limited to, direct reports, as well as multiple levels of employee review.

Approvers are responsible for approving the compensation changes that were submitted to them and submitting those approvals further up the approval structure (either to another approver or to a final approver, depending on the structure).

A person can be both a reviewer and an approver.

A Final approver completes the final review of all compensation changes made in a compensation review cycle. You can assign multiple final approvers.

To assign reviewers and approvers, open an existing compensation review with a status of Not started or Paused. Select the Reviewers & approvers tab.

You can add all managers to the Reviewers & approvers list at once. A person is considered a reviewer when they have at least one person whose compensation they’re responsible for reviewing.

To include all managers as reviewers and approvers:

• Under Reviewer & approver rules & exceptions, select All managers from the Who will be the reviewers & approvers in this cycle? dropdown list.
• Your settings are saved automatically. All managers are added to the Reviewers & approvers list.

You can also decide to only add managers at specific job levels as reviewers and approvers.

To include only managers at specific levels:

1. Under Reviewer & approver rules & exceptions, select Only specific levels from the Who will be the reviewers & approvers in this cycle? dropdown list.
2. Enter the job levels to be included in the Only these job levels field.
   • Your settings are saved automatically. All managers who meet the criteria are added to the Reviewers & approvers list.

If you need more specificity or flexibility with assigning managers as reviewers and approvers, you can create custom criteria for including managers.

To customize the criteria for managers that are included:

1. Under Reviewer & approver rules & exceptions, select Custom… from the Who will be the reviewers & approvers in this cycle? dropdown list.
2. Use the filters or use a Carrot query (CQL) to establish your custom criteria. 
   • Once you are finished, your settings are saved automatically. All managers who meet the criteria are added to the Reviewers & approvers list.

You can exclude specific managers from being added to the Reviewers & approvers list to prevent them from being included in the compensation review. For example, you can exclude an individual manager because they are new to the organization or because they will be on leave during the compensation review cycle. 

When you remove a manager, you also reassign their employee reviews to another manager who will be participating in the compensation review.

To remove a manager from the compensation review:

1. In the Reviewers & approvers list, select the name of the manager you want to remove. A right-side panel displays the manager and all their direct reports.
2. Select Remove [Manager] & reassign all. The Reassign to another reviewer dialog displays.
3. Enter the name of the manager to whom you want to reassign the employee reviews. 
4. Click Reassign.
   • All employees are reassigned to the new manager and the excluded manager displays in the Reviewer & approver rules & exceptions section under Removed managers.

The final approver is responsible for reviewing all changes within a compensation review. You can assign more than one final approver. 

To assign a final approver:

• In the Reviewer & approver rules & exceptions section, enter the name of the person you wish to assign as a final approver in the Include final approvers field. 
• Once assigned, your final approvers display both in the Include final approvers field and are tagged as final approvers within the Reviewers & approvers list.
• Your settings are saved automatically.