Approve Compensation Worksheets in Bulk

In the My Organization tab of Compensation Administration > Compensation Cycle Administration, you can approve multiple submitted worksheets at the same time. Bulk approvals help save time and reduce manual effort, especially when processing many worksheets.

Role feature access: Compensation Administration > Compensation Cycle Administration > Approve Worksheets > Mass Approve Worksheets

When selecting worksheets for approval, eligible and ineligible worksheets are listed in separate tabs. If a worksheet is ineligible, the reason is clearly shown. You can also filter worksheets by manager name to quickly find specific worksheets.

After approval, worksheets move to the Pending Final Approval status or the next step in the approval workflow, depending on the configured approval process.

If your compensation cycle is configured to use the organization-level approval process in the Schedule and Approval tab of Compensation Setup > Compensation Cycles, you can use the Mass Approve option to approve all front-line managers’ worksheets at once. However, senior managers must still use the Approve and Submit option to move their worksheets forward in the process.

If a senior manager submits a promotion on a front-line manager’s worksheet, the promotion status shows as Submitted. These promotions are already considered approved and don’t require further action. However, if you select a worksheet with a pending promotion, you cannot move to the next step. You must either clear the worksheet selection or approve the promotion before continuing.

To reject a promotion, open the relevant worksheet. Promotions cannot be rejected using the Mass Approve option.

To approve compensation worksheets in bulk:

1. Go to Compensation Administration > Compensation Cycle Administration and open the relevant compensation cycle.
2. In the My Organization tab’s toolstrip, click the Manager Actions drop-down list, select Approve Worksheet, and then select Mass Approve.
3. In the Mass Approve Worksheets dialog box:
   1. In the Eligible Worksheets tab, select the checkbox next to one or more manager names and then click Next.
   2. Note: You must approve any pending promotions before continuing. To approve all pending promotions, select the worksheets and click Approve Promotions. After approval, the worksheet status changes from Pending to Approved.
   2. Add worksheet-level comments for each manager, if needed, and click Next.
   3. Review the pay component summary and click Finish.