Set up key dates
Key dates control when your compensation review takes place, how it's populated and organized, when reviews and approvals are due, and when all changes made within the review cycle should go into effect within your primary ChartHop organization. Date and time formats are based on your organization's settings.
To set up key dates:
- From the left sidebar, select Comp Reviews.
- Open an existing compensation review with a status of Not started or Paused.
- Select the Key dates tab.
- Choose a date for each key date field. See below for descriptions.
- Once entered, all dates are saved automatically.
The beginning of the cycle cannot be before today.
Timeline preview
The Key dates tab displays a timeline preview showing the following milestones as you configure them:
- Review starts
- Proposals submitted to final approver
- Final approval
- Payroll effective date
This timeline is also visible to reviewers and approvers during the live cycle.
Key dates descriptions
This table describes key dates and how they work:
Key Date | Description |
|---|---|
Review starts | The date when the compensation review cycle starts and when you plan to launch the review so that reviewers and approvers can access it. A compensation review cycle is not active until you launch it manually. Learn more. By default, this date is set two weeks into the future. This date displays to reviewers and approvers in the timeline during the live cycle. |
All reviews due | The deadline for reviewers and approvers to submit their reviews and approvals. You can select the Skip incomplete reviews after due date checkbox to automatically skip incomplete reviews on this date to unlock final approvals. When incomplete reviews are set to be skipped, you cannot edit the All reviews due date once it has passed. Learn more. This date displays to reviewers and approvers in the timeline during the live cycle. |
Final approval due | The final approval deadline. Once a cycle is concluded, ChartHop freezes all primary data in the compensation review as of this date to help maintain accurate read-only access. You cannot edit this date after you have launched a cycle. By default, this date is set six weeks into the future. This date displays to reviewers and approvers in the timeline during the live cycle. |
Payroll effective date (optional) | The date when all changes proposed and approved during the review cycle should go into effect. This date is pre-populated in the CSV export for the compensation review cycle. When this date is not defined, the value defaults to the Final approval due date. This date displays to reviewers and approvers in the timeline during the live cycle. |
Org data reference date
The Org data reference date controls the snapshot of your org that is used to structure the compensation review. All data — including the reviewer tree, eligible employees, and budget data — is based on this date.
This is separate from the Final approval due date. Setting a specific org data reference date is recommended when you want to lock your org structure earlier than the final approval deadline (for example, when payroll dates and cycle timelines differ).
You cannot edit the org data reference date after you launch the cycle.
Changing the org data reference date could impact the number of employees included in the compensation review, as well as the information included about those employees. Certain employees or managers may or may not be included due to organizational changes made after the date you choose.
Any changes you make to your primary org chart data (for example, terminations, changes to compensation) are included in the compensation review only when the effective date for those changes falls before the org data reference date.
Automatically skip incomplete reviews
The Skip incomplete reviews after due date option automatically skips any reviews that have not been completed as of the All reviews due date and marks them as Skipped. Reviews are skipped on the day after the All reviews due date.
Any remaining to-dos for lower-level reviewers and approvers are cleared, enabling final approvers to perform their final review without waiting for all incomplete reviews to be completed and submitted.
Skipped reviews become read-only and can no longer be edited. Reviewers and approvers receive a notification at the top of their compensation review letting them know their reviews and approvals were skipped because the deadline passed. Any previous changes entered by reviewers and approvers are maintained.
When the Skip incomplete reviews after due date option is enabled, you cannot edit the All reviews due date once it has passed.
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* Available as an add-on