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 pod, or group, of people whose compensation they’re responsible for reviewing. This pod can include direct reports as well as multiple levels of employees for 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:

1. Open an existing compensation review with a status of Not started or Paused.
2. Select the Reviewers & approvers tab.
3. In the Reviewer & approver rules & exceptions section, 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. Open an existing compensation review with a status of Not started or Paused.
2. Select the Reviewers & approvers tab.
3. In the Reviewer & approver rules & exceptions section, select Only specific levels from the Who will be the reviewers & approvers in this cycle? dropdown list.
4. 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. Open an existing compensation review with a status of Not started or Paused.
2. Select the Reviewers & approvers tab.
3. In the Reviewer & approver rules & exceptions section, select Custom… from the Who will be the reviewers & approvers in this cycle? dropdown list.
4. 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 reassign a reviewer when you want that specific individual to review compensation for another pod or group of employees.

You can also reassign a reviewer to exclude another manager from participating in the 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 by reassigning their reviews to someone else.

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

To reassign a reviewer:

1. Open an existing compensation review with a status of Not started or Paused.
2. Select the Reviewers & approvers tab.
3. In the Reviewers & approvers list, select the name of the manager you want to remove. A panel displays the manager and all their direct reports.
4. Select Remove [Manager] & reassign all. The Reassign to another reviewer dialog displays.
5. Enter the name of the manager to whom you want to reassign the employee reviews. 
6. Click Reassign.
   • All employee reviews are reassigned to the new manager and the excluded manager displays in the Reviewer & approver rules & exceptions section under Removed managers.
   • You can select Reset under the Removed managers list to undo all manager exclusions and restore the original assignments.

The final approver is responsible for reviewing all changes at the end of a compensation review. You can assign more than one final approver. 

To assign a final approver:

1. Open an existing compensation review with a status of Not started or Paused.
2. Select the Reviewers & approvers tab.
3. In the Reviewer & approver rules & exceptions section, enter the name of the person you want to assign as a final approver in the Include final approvers field. 
4. Select the name of the final approver.
   • 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.