Compensation Review Process View Organization (Support Roles)
Merit – Compensation Review
Process View Organization (Review As)
Audience: Compensation
Administrator, Solutions Partner, STP (View Only)
This report allows participants
to see exactly what the planners are seeing on their inbox task. Includes permissions to view/modify a
planner’s grid based on security access.
In your task bar search for: Compensation Review Process View Organization
STEP 1: Select the current year merit compensation review process
STEP 2: Enter
either the Planner or Top-Level Organization. Depending on the field you choose
to enter, the other field will populate based on that selection.
STEP 3: Click OK
You are taken to the Organization Summary Screen
Organization Summary overview
Note: Proceed to the Propose/Modify/View Awards section of this document if you do not need an overview of the Organization Summary page
Icons
The activity stream exposes comments to planners and support roles
Actions
Propose Compensation for My
Organizations: displays only direct reports
View All Employees: Displays all employees in the
hierarchy
The Search Employees button will take you to the SWIN
Compensation Review Organization Search Report to review/group employees in various ways for comparison purposes.
Sub Orgs View
This page displays once the
sub-orgs icon has been clicked on from the org summary screen. Continue to drill into sub orgs as needed.
Actions for sub orgs
View All Employees: Displays all employees in the
hierarchy
Search Employees: utilize the SWIN
Compensation Review Organization Search Report to review/group employees in various ways for comparison purposes.
Click on Return to Top Level anytime to return to the
initial screen, otherwise review employee awards by selecting the pencil icon, magnifying glass or one of the options from the action button.
Note: The Org Summary page will vary for Division Managers who have Division Managers that report to them
Send Back and Complete on Behalf
If status is manually advanced or submitted for an organization, there will be a Send Back option. This allows you to send proposals one level back.
If status is Awaiting Action for an organization, there will be a Complete on Behalf option. Complete on Behalf allows you to move a planner’s proposal task one level above.
Propose/Modify/View Awards - Employee Awards page
Once you are in the planner’s
grid, you can add awards on their behalf, review & modify awards they've entered:
STEP 1: Enter or modify awards in the
editable fields
Note: use "Autofill" to populate the grid with a target award for each employee. Make updates where necessary.
Find this button underneath the "Review As" section, above the grid. Please use carefully.
STEP 2: Enter or modify any notes
STEP 3: Click on Continue to return to the Org Summary screen to review other organizations
Note: You will not have access
to Submit on behalf of the planner