Schedule and Approval

Compensation Admins - Full Access: Administrators with the Access to All Cycles role feature can review and allocate rewards in the worksheets after the compensation cycle is published.

When the compensation cycle is published, the compensation administrators and managers receive notifications in their Message Center and by email.

Compensation Admins - Limited Access: Enter the review and allocation dates for administrators with limited access. These administrators have managers assigned to them in the Management Assignments tab of the compensation cycle. They can review and allocate rewards for managers who are their direct reports and managers assigned to them.

• Review Start Date: Enter the date when administrators with limited access can start reviewing worksheets. The review start date must be on or after the date the compensation cycle is published. Administrators can’t view the worksheets before the review start date and can’t allocate rewards until the allocation start date.
• Allocation Start Date: Enter the date when administrators with limited access can allocate rewards in worksheets. The allocation start date must be on or after the review start date.

The Compensation Admins - Limited Access section doesn’t show if managers aren’t assigned to administrators in the Management Assignments tab of the compensation cycle.

Compensation Managers: Enter the review, allocation start, and allocation due dates for managers.

• Review Start Date: Enter the date when managers can start reviewing worksheets. Managers can’t allocate rewards until the allocation start date.
• Allocation Start Date: Enter the date when managers can allocate rewards in worksheets.
• Allocation Due Date: Enter the due date for the manager worksheet. Managers should complete the allocations and submit their worksheets by this date.

Note: The allocation due date is for informational purposes only, Dayforce doesn’t automatically close the cycle after this date has passed. The compensation administrator is responsible for ensuring that all worksheets are completed and that the cycle is locked by this date.

Use Organization Level Submission: When selected, Dayforce uses the Compensation Organization Approval system-defined workflow for the compensation cycle. This workflow requires senior managers to approve the worksheets for all of their direct reports before they can submit their own worksheet for approval, ensuring that all worksheets are approved before moving forward. For this approval process, only one level of approval is required for each worksheet (that is, after approved by the senior manager, it moves to the Pending Final Approval state automatically).

Workflow: This field is shown only when the Use Organization Level Submission checkbox is cleared. The Workflow drop-down list allows you to select a workflow for the compensation cycle; it includes the Compensation Worksheet Approval system-defined workflow, and any additional custom workflows that you've configured for your organization in Workflow Administration > Workflow Designer, and to which your user role is assigned access in Workflow Administration > Role Privileges. See Configure Worksheet Approval Workflows.

When Workflow is selected for a compensation cycle, each worksheet goes through the approval process independently and senior managers aren’t restricted from submitting their own worksheet for approval if the worksheets of the managers below them are still pending. For this approval process, the worksheet must be approved by a manager at each level of the organization hierarchy before moving to the Pending Final Approval state.

Set Top Level Approvals: (Optional) This field is shown only when the Use Organization Level Submission checkbox is cleared. Click the Set Top Level Approvals button to open a dialog box in which you can select the users who will act as the final level of approval for all worksheets below them in the organization hierarchy. This allows you to stop the approvals at a certain level so that the people at the very top of the hierarchy aren’t required to approve the worksheets for the entire organization. After a worksheet is approved by a defined top-level approver, it moves to the Pending Final Approval state automatically.

For more information about worksheet approvals, see Worksheet Approval Process.

Note: When a worksheet enters the Pending Final Approval state, it's up to the compensation administrator to complete the approval process by locking and approving the compensation cycle in the Compensation Administration > Compensation Cycle Administration feature. This process is the same regardless of the approval process selected for the cycle in the Schedule and Approval tab. See Post Completed Compensation Cycles.

Default Template: In the drop-down list, select the reward letter template that you want to provide to managers in the compensation cycle. This list includes the system-defined reward letter template, and any custom templates that you've configured. See Configure Reward Letters.

If you want to configure multiple reward letter templates for the compensation cycle, click + Add and select another reward letter template in the drop-down list. This list doesn’t show reward letter templates that were already selected.

If you want to download and preview a reward letter template in the PDF format, click the Preview button next to the drop-down list.

Defining a reward letter template for the compensation cycle is optional, however, if you leave this field blank, the Reward Letter button doesn’t show in the worksheet for managers. Managers should then communicate reward information to employees using an alternative method, for example, verbally or through a letter prepared outside of Dayforce.

Section Display Options: Specify which sections show in the reward letter in each column:

• Include in Reward Letter: Select the checkbox for each section that you want to include in the reward letter. Clear the checkboxes to exclude the sections from the reward letter. When cleared, the corresponding checkbox under the Include in Total Reward column is cleared and disabled.
• Include in Total Reward: Select the checkbox for each section that you want to include as part of the total reward in the reward letter. Clear the checkboxes to exclude the sections from the total reward and show the sections separately in the reward letter. For equity pay components, the checkboxes show if the grant price is configured.

Note: The salary increase section is selected and included in the reward letter as part of the total reward, by default.

Bonus Details Display Options: Specify the options that you want to show in the reward letter under the Bonus Details section.

• Show Bonus Details: Select the checkbox to show the bonus details section in the reward letter.
• Show Bonus Factors: Select the checkbox to show the configured bonus factors in the reward letter. This checkbox is enabled if you selected the Show Bonus Details checkbox.
• Show Weight and Payout Factor: Select the checkbox to show the weight and the payout value configured for each of the bonus factors in the reward letter. This checkbox is enabled if you selected the Show Bonus Factors checkbox.

Equity Details Display Options: Specify the option that you want to show in the reward letter under the Equity section:

• Show Vesting Schedule: Select the checkbox to show the configured vesting schedule details in the Equity Details section of the reward letter.

Note: This section shows for pay components configured with the Equity reward type.

Reward Letter Delivery Options: Specify how you want to send reward letters to employees:

• Allow delivery through Message Center: Select the checkbox to allow sending reward letters to employees’ Message Centers. The Send Reward Letter option shows in the Reward Letter dialog box in compensation worksheets only if you select this checkbox.

Important: You can update all of the reward letter settings after the cycle is published.