Setting up a compensation review
Once you've created a new compensation review, you can customize the cycle settings of your compensation review to better fit the needs of your organization.
All your settings are automatically saved as you configure them. Key dates are saved only when all dates are valid. If a date is invalid, an error message displays and your changes are not saved until you correct it. You can leave the compensation review setup at any time and return to continue editing where you left off.
You can't edit the cycle settings for a compensation review once you've launched the cycle and it has a status of Active. To edit the cycle settings, the compensation review must be in a status of Not started or Paused.
Some cycle settings cannot be changed after you first launch the compensation review, even when it is Paused:
- The org data reference date
- The Skip incomplete reviews after due date option
- All eligibility rules except Exclude specific people and Include specific people
- The final reviewer group. You can still add final approvers, but you cannot remove them.
- The collaborator type, collaborator permissions, and organization-wide or field-based collaborator assignments
The following cycle settings topics are included in this section:
- Set up key dates
- Establish eligible employees
- Assign reviewers and approvers
- Assign collaborators
- Set up budget pools
- Establish guidelines
- Customize the reviewer workbook
- Impact Dashboard
- Preview and test a compensation review
- Launch a compensation review
Packages: Basic | Standard* | Premium
* Available as an add-on