Before You Begin: The workflows described in this section are used in the Schedule and Approval tab of Compensation Setup > Compensation Cycles. See Schedule and Approval.
The following system-defined compensation workflows are listed in the System section of Workflow Administration > Workflow Designer:
- Compensation Organization Approval: This workflow is used for compensation cycles that use the Organization Level Submission approval process. This workflow needs senior managers to approve the worksheets for all 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, when approved by the senior manager, it automatically moves to the Pending Final Approval state.
- Compensation Worksheet Approval: This workflow is used for compensation cycles that use the Workflow approval process. For this workflow, 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.
- If the Set Top Level Approvals field is defined, the worksheets don’t need approval from every level of the hierarchy. In these workflows, after the worksheet reaches and is approved by a defined top-level approver, it moves to the Pending Final Approval state automatically.
The following screenshot shows the structure of both the Compensation Organization Approval and Compensation Worksheet Approval system-defined workflows:
The function of each node in these system-defined workflows is described in more detail in the following table:
| Node | Description |
|---|---|
| Start | The Start node marks the beginning of the workflow (that is, the point when the front-line manager submits their worksheet). |
| Route To All from a List |
The Route To All from a List node sends the worksheet to the approver (or approvers, depending on the approval type) using the Route to a list member connection in the workflow. |
| Decision |
The Decision node allows each approver to either approve or reject the worksheet. After the first person in the list approves the worksheet, the following occurs for each workflow:
If the worksheet is rejected at any point, the worksheet is sent to the Rejection Notification node using the Reject connection. |
|
Approval Notification Rejection Notification |
The notification nodes are used to inform the submitter (that is, the front-line manager) that the worksheet was either approved or rejected. If you don’t want the front-line managers to receive approval or rejection notifications, you must select the required node and clear the Send To Submitter checkbox in the right side of the screen. |
| Observing Class Notification |
The Observing Class Notification node updates the status of the worksheet based on the decision. Important: As a requirement, each decision (accept or reject) must pass through an Observing Class Notification node in the workflow. In the properties of this node, the Observer class Type parameter must be set to Compensation Worksheet Approval. Each Observing Class Notification node should have only one input connection and one output connection. |
| End | The End node marks the completion of the workflow. |