Salary Review and Revision Approval Configuration

Explanation

This activity is used to set up the approvers who will have the responsibility to approve the Salary Review and Salary Revision Request once it is confirmed. As the approval configuration is used for both Salary Review and Salary Revision Request, certain features like the 'Revision Approver' option, 'Revision Authorizer' option and Selection Criteria section are enabled only if the approval configuration should be setup for Revision Request Approval as well. Therefore, these features are enabled only if the 'Use in Revision Request' toggle is switched on.

Approval order will be decided based on the inserting order and if the user wants to change order, he / she can use the move up and move down options. If the 'Use in Revision Request' option is switched on for the approval levels two additional columns will be added: Revision Approver and Revision Authorizer. In this state the Authorizer level should always be placed as the last approval level. An Approval Configuration allows to have an approver only, authorizer only or approver and authorizer both to be performed by the same person scenarios.

To decide the approvers, there are a few options included in the configuration such as Supervisor, Organization and Position, Job, and Person.

The Supervisor column contains 3 options – Salary Setting Manager, 1^st level Supervisor of the Salary Setting Manager and Supervisor of the Previous Approver.

If the Salary Setting Manager is an approver, then the 1^st option can be set. However, it can only be set as the first level in the approval order. This means when it comes to a Salary Review once the review is completed, the Salary Setting Manager must submit as well as approve the Salary Review.

The Supervisor of Previous Approver cannot be set as the 1^st approver in the approval order as there should be an approver defined before setting this option.

The Position field is always accompanied byan organization. If a Position or a Job is entered for an approval level the persons holding that position or job will be fetched as Approvers. Likewise, if a Person is entered for an approval level that person will always be fetched as the approver in the Salary Review or Salary Revision Request.

'Selection Criteria for Revision Request' sets the criteria based on which the configuration is picked as the Approval Template for a Salary Revision Request. There are 8 criteria that can be set for a Salary Revision Request:

• Request Type - Refers to Salary Revision Types, these types are fetched from the request.

• Urgency Level - Refers to Salary Revision Urgency Levels which are fetched from the request.

• Employee Category - Refers to the employee category of the revision requested employee.

• Employment Type - The revision requested employee's employment type.

• Organization - The primary organization to which the revision requested employee is attached.

• Include Subordinates - If this option is switched on the configuration will be picked for employees attached to the subordinate organizations of the main organization as well. But if 2 organizations are defined across 2 configurations with the 'Include Subordinates' option switched on what is picked is the template with the employee's nearest organization in the organization structure.

• Position - Refers to the employee's primary position. The position should always be selected accompanied with the Organization.

• Job - Revision requested employee's primary job.

Approval templates are picked for a request based on the priority order indicated above. Multiple entries of the same selection criteria can be defined for the same configuration.

A Default approval configuration should be available at any given time. Selection Criteria cannot be defined for a default configuration even though the 'Use in Revision Request' toggle is switched on. In the absence of a matching Approval Template what is fetched for a Revision Request is the default template defined for the company.

Prerequisites

To perform this activity the following should be defined:

1.       Organization Structure

2.       A position Structure connected to that organization’s Structure

3.       Jobs

4.       Persons

5.    Salary Revision Types

6.    Salary Revision Urgency Levels

7.    Employee Categories

8.    Employment Types

 System Effects

• The Approval Configuration will help to list out the set of approvers who will have the responsibility to approve the Salary Review once it is confirmed by the Salary Setting Managers.

• The Approval Configuration will help to list out the set of approvers who will have the responsibility to approve the Salary Revision Request once it is created.

• Once the Salary Review and Revision Approval Configuration is defined it can be used in the Salary Review Plan Approval Configuration to copy approval steps.

• Selection Criteria and priority helps to pick an Approval Configuration for a Salary Revision Request.