Important: As a requirement, all custom Compensation Worksheet Approval workflows must include an Observing Class Notification node for each decision (accept or reject). Each of these Observing Class Notification nodes should have only one input connection and one output connection, and the Observer class Type parameter in the node properties should be set to Compensation Worksheet Approval. You should also ensure that you use the <<CompensationWorksheet.ManagerName>>
token, and not the <<Display Name>>
token, when configuring workflow notifications to include the compensation manager's name.
In Workflow Administration > Workflow Designer, you can create one or more custom worksheet approval workflows to use for approvals in Compensation. To simplify this process, you can create a copy of the system-defined Compensation Worksheet Approval workflow, and then use it as a template for your custom workflow. See System-Defined Worksheet Approval Workflows.
If you want to use a different set of approvers than the one defined by the compensation cycle's organization hierarchy, you can do so by replacing the Route To All from a List node with the Routing node in the workflow. After adding, you can use the Routing node's properties to define who the worksheets will be sent to when it's submitted for approval. These properties rely on the organization hierarchy defined in each employee's HR record, rather than the hierarchy defined in Compensation Setup > Compensation Cycles. For example, you can select the Send to Submitter's Manager checkbox to specify that the worksheet should be sent to the submitter's manager (as defined in their HR record) for approval, even if that manager isn’t included in the compensation cycle hierarchy.
For more information about creating custom workflows, see “Workflow Administration Configuration” in the Self Service Guide
After configuring, you must enable your custom workflow for use in compensation by associating it with the Compensation Worksheet Approval form and parent feature and assigning access for the necessary user roles in Workflow Administration > Role Privileges. See Assign Access to Custom Worksheet Approval Workflows.
Note: You can approve or reject the compensation custom workflows on behalf of the manager or if you have delegated access and submit it to the next manager in the hierarchy or to the delegator’s manager.