The process for approving and submitting worksheets in the Compensation feature depends on the approval process selected for the compensation cycle in the Schedule and Approval tab of Compensation Setup > Compensation Cycles. See Schedule and Approval.
When a front-line manager submits their worksheet, Dayforce does the following depending on the selected approvals process:
- Organization Level Submissions: The worksheet is sent to the senior manager and, once approved and submitted, moves directly to the Pending Final Approval state. For this approval process only one level of approval in the organization hierarchy is required (that is, once approved and submitted by a senior manager, the workflow is complete).
- Senior managers can approve each worksheet individually, but they must wait until all of the worksheets assigned to them (including their own) are done before they can submit them using the Approve and Submit button in the My Organization tab toolstrip. After submitting the worksheets, the senior manager's own worksheet goes to the next level in the hierarchy for approval, but the front-line manager's worksheet moves directly to the Pending Final Approval state.
- Workflow: The worksheet is sent to the senior manager and, once approved and submitted, moves to the next senior manager in the organization hierarchy until it reaches the top level. 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.
- Senior managers aren’t restricted when submitting their own worksheets and can approve the worksheets that are pending their approval, even if one or more of those worksheets aren’t done yet. After submitting the worksheet, the status changes to Pending Approval or Pending Final Approval according to remaining levels in the organization hierarchy.
- Workflows configured with the Set Top Level Approvals field defined don’t require 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.
After the 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.