Salary Review – Step-by-Step Instructions

Salary Review – Step-by-Step Instructions

Submitting a Salary Proposal (Planner)

1. Open the relevant salary review in the Salary Review module.
2. Review the employee's employment and compensation information displayed in the interface.
3. Enter your salary proposal as a fixed amount or a percentage increase.
4. Optionally add a comment to provide context or justification for your proposal.
5. Repeat for all employees in your group — every employee must have a value before you can submit.
6. Submit the proposal for approval.

Reviewing and Responding to a Proposal (Additional Approver)

1. Open the salary review assigned for your approval.
2. Review each proposal, including any comments submitted by the Planner and Approver.
3. Approve or reject the proposal.
4. If rejecting, enter a comment explaining the reason — the proposal is returned to the Approver for revision.
5. Once all proposals are approved, they are passed on to the Final Approver.

Reviewing and Responding to a Proposal (Approver)

1. Open the salary review assigned for your approval.
2. Review each proposal, including any comments submitted by the Planner.
3. Approve or reject the proposal.
4. If rejecting, enter a comment explaining the reason — the proposal is returned to the Planner for revision.
5. Once all Planner proposals are approved, submit to the Final Approver (or additional approver, if configured).

Approving or Rejecting as Final Approver

1. Open the salary review assigned for your final approval.
2. Review all submitted proposals and comments across all Planners and Approvers.
3. Approve or reject each submission. If rejecting, add a comment explaining the reason.
4. Once all submissions are approved, click Update Salaries to apply the changes to employee records.

Setting Up a Salary Review (Owner)

1. Navigate to the Salary Review module and create a new review.
2. Complete the Setup tab — enter a name, description, base currency, and assign a Final Approver.
3. Complete the People tab — define the employee scope and assign a Planner to each employee.
4. Complete the Approvers tab (Mode B only) — assign an Approver to each Planner. Optionally assign an additional approver for a second level of approval.
5. Complete the Financials tab — select the budget type and enter the total amount.
6. Complete the Notifications tab — enter the subject and message body for both Planner and Approver emails, and set the scheduled send time for each.
7. Review the summary in the Overview tab.
8. Publish immediately or schedule a launch date.

Allocating Budget to Planners (Approver)

1. Once the salary review is active and you have received your tasks, open the review.
2. Review the total budget allocated to you by the Owner.
3. Distribute the budget across your Planners.
4. Send to Planners, it will notify them they can begin entering proposals.

Replacing a Participant During an Active Review (Owner)

1. Open the active salary review.
2. Navigate to the relevant role assignment (Planner, Approver, or Final Approver).
3. Replace the current participant with another employee.
4. The new participant inherits all work previously completed by the person they are replacing.