The approval flow
Decide who approves merit proposals, in which order, and how promotions are signed off.
Written By Karl
Last updated About 9 hours ago
The approval flow decides who reviews each manager's proposals before they can be applied.
Who can do this: Administrators.
Where: a merit cycle → Settings → Approval Flow.
Set up approvals
Under Levels of approval, add the levels you need: Direct manager, Skip-level manager or Third-level manager.
Optionally select Add final approver, for example a head of HR.
Choose the options:
Auto-approve if no manager
Allow higher managers to approve on behalf
Notify on submission
How approval works
When a manager submits, each proposal goes through the levels in order.
A proposal can be approved, sent back with Request Changes, or declined.
Request Changes sends the proposal back to draft with a note, so the manager can change it and submit it again.
If you set no levels, submitted proposals are approved automatically.
A proposal that includes a promotion also needs sign-off from an administrator.
Rules that always apply
Nobody can act on their own pay.
A manager never approves their own proposal. It goes to administrators instead (unless there is only one administrator).
A declined proposal is final and can't be resubmitted. The reason is shown to the submitting manager.
Good to know
On the Worksheets tab, administrators can also Approve or Decline individual employees' proposals.
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