Managing a compensation review
Once you’ve launched a compensation review, you can use the Cycle overview to see the overall progress of the review cycle.
The timeline lets you know the current step of the compensation review process and the Cycle progress shows you where each of your reviewers and approvers is in the process. You can also send reminders to make sure reviewers and approvers keep the compensation review as a priority.
Compensation review proposals can display in the Cycle overview with the following statuses:
- In progress - Indicates the reviewer or approver is currently reviewing.
- Pending lower tier - Indicates the approver is waiting on submission from a reviewer that is below them in the compensation review reporting structure.
- Submitted - Indicates the review has been submitted.
- Skipped - Indicates the review has been skipped (either manually or automatically).
You can temporarily pause an active compensation review to make additional adjustments or edits to the following:
- Reassign a reviewer
- Add an eligible employee to the compensation review
- Remove an eligible employee from the compensation review
- Change budgets and guidelines settings
When you pause a compensation review, all reviewers and approvers are blocked from accessing the compensation review for a temporary period. They can access the compensation review again only once you have resumed the compensation review.
To pause and resume an active compensation review:
- Open an existing compensation review with a status of Active.
- Select Pause & edit at the top right of the screen. The Pause comp review dialog displays.
- Select Pause. This pauses the compensation review and makes the settings fields available for editing.
- In the Cycle settings tab of the compensation review, make edits to the settings you want to change.
- Once you’re finished editing, select Resume review. The Resume comp review dialog displays.
- Select Resume. The compensation review is active and all reviewers and approvers are able to access the compensation review once again.
In cases where a reviewer or approver is not available and has not completed their review, you can manually skip and advance proposals to the next reviewer in the reporting structure using the Skip reviewer option in the Cycle overview list.
When you select Skip reviewer for any reviews that are in progress, the original reviewer is notified that their review was skipped. The proposal becomes read-only for the skipped reviewer; however, any changes that were made prior to the skip are maintained and forwarded to the next reviewer.
Only compensation review owners and collaborators have the ability to manually skip reviewers. Collaborators must have Edit & Submit permission and can only skip the reviewers and approvers they're assigned to collaborate with.
You can send friendly reminders to reviewers and approvers to encourage them to complete their compensation review proposals.
To send a reminder:
- Access the compensation review you’re participating in.
- Navigate to the Cycle overview tab.
- In the Cycle progress section, identify the reviewer or approver you want to remind.
- Select Send reminder. ChartHop sends an email reminder to the reviewer or approver.
ChartHop notifies you, the compensation review owner, when specific events occur in your ChartHop organization that affect your active compensation review.
For example, when a departure occurs that impacts the compensation review, ChartHop automatically handles this departure by:
- notifying you of the departure within the Notifications dialog from the left sidebar
- automatically removing the departed employee
- automatically reassigning any reviews and approvals to the departed employee's manager
After you launch your compensation review, you can use the data set from the compensation review within ChartHop reports.
When you access a report and select the Scenario dropdown, any launched compensation reviews you have access to display within the dropdown options.
You must be an Owner of a compensation review to be able to view and select it from the Scenario dropdown.
You can export all comments that are entered in a compensation review. This helps you compile all the comments made throughout the entire cycle in a spreadsheet for additional portability and transparency.
To export a spreadsheet with all comments from your compensation review:
- Open an existing compensation review.
- The compensation review can be Active, Complete, or Closed.
- From the Export ⏷ dropdown at the top right of the screen, select Export comments.
- In the Export Comments dialog, select Export.
- ChartHop generates a spreadsheet with your compensation review comments.
- Each row in the spreadsheet includes a separate comment. Employees with multiple comments will display in multiple rows.
- Once the spreadsheet is done generating, the spreadsheet downloads automatically.
- Select Done when you’re finished downloading.
Packages: Basic | Standard* | Premium
* Available as an add-on
