Note: Approval chains are only available for customers using our new & improved version of our Compensation Planner. Contact your Customer Success Manager if you want to learn more.
Approval flows are the structured method for completing compensation planning at your company. Together with Pave, you’ve built approval chains -- typically based on your company's management chain -- for each employee that is eligible for a compensation change this cycle.
The person planning the compensation cycle reviews all employees within their own approval chain (known as the approval set), and once the planner has finished reviewing their entire approval set, they submit their worksheet.
At this point, the next planner in the employee's approval chain will have their turn to review, and then the next planner after that, and so on. This process repeats until each employee is reviewed by the final planner in the chain (often the Chief People Officer or CEO). After this final review, the process is complete.
How to use the product
To see more columns -- including fields for inputting raises and grants -- scroll right using the horizontal scroll bar.
You can also use the compensation bands visualization to help you make your decisions.
Any conversations about compensation can be kept in the comments so that you can easily refer back to that discussion later.
Using the filters and toggles, you can see things like employees awaiting review or employees with comp adjustments that are outside recommendations. The toggles also let you see different views of the data, like flipping between seeing raises in percentage or absolute terms. You can also sort by any column value by clicking on the column header.
When you have completed your changes (e.g. edited their salary raise field) click "Review" on the right-most floating column to save the change and to mark the employee as reviewed.
If you do not click review your changes will not persist across sessions.
When an employee is reviewed, the progress bar is slightly filled and the employee moves into “reviewed” mode - meaning all the columns are now read-only.
If you need to make further changes hover over the Reviewed button and click Unreview. Once you have reviewed all employees your progress bar will be full and you will be prompted to submit your worksheet.
Use the checkboxes to perform bulk actions, such as bulk review.
When you're ready to send those changes to your manager for their approval, click the "Submit worksheet" button. This will send your employees to your manager for their review and will notify your manager via email.
Second line manager features
Second line managers (managers of managers) can only ever make changes to employees that are currently in your worksheet. This will likely only be your direct reports, until they submit their worksheets for their employees. You cannot make changes on an employee that is not in your worksheet.
You can see employees that are in different statuses by using the status filter.
If one of your managers happens to be out of office or is delayed in submitting their worksheet, you can pull their employees into your worksheet so that you can work on them directly.
Note: This will prevent that manager from making any subsequent changes to that employee.
You can focus on each team that reports up to you individually by taking advantage of the filters. In particular, you can filter by planner to see the tree that approves up to them and see how well they adhered to their budget.
You can also view your "Report Status" to get a sense of which managers have not yet submitted their worksheets to you. This will give you a snapshot of which managers that report to you have submitted their worksheet and whether their employees are within budget -- allowing you to easily follow up with people who are falling behind on their workflow.
As an administrator, you will have access to all the features shown above.
Some admins will also have access to a special "Editor" mode (technically any role can be granted this access, but it is usually reserved for HR team members). Specifically, this mode allows admins to make changes to employees that may not report to them.
For example, if a manager is actively planning for their own team, an admin in Editor mode can still adjust performances and promotions as well. To use this feature admins need to simply click the toggle for Editor Mode.