Finalizing a Plan

When a Plan and all child Plans have been submitted, you can finalize the Plan. Finalizing is not a single action - it covers approving and then committing submitted Plans, typically including HR validation of submitted content, agreed treatment of exceptions, and resolution of any conflicts.

Approving a Plan

Plan approval is typically an HR function—you need to be assigned the Compensation Planning HR Administrator Configure Permission Set. As an Administrator you can approve completed Plans submitted by Planners. Approve a Plan when content is agreed. When a Plan has been approved it cannot be unapproved and the next step is to commit it.

  1. Select the Compensation Planning tab.

    Note

    To view the Plan before approving, select the Plan Name.

  2. Select the checkbox beside the Plan name.
  3. Select Approve and then select Approve to confirm. The Plan status changes to Approved.

Committing a Plan

You can commit an approved Plan.

  1. Select the Compensation Planning tab.
  2. Select the checkbox beside the Plan name.
  3. Select Commit and then select Commit to confirm.
    • The Plan status changes to Processing and then Committed.
    • Compensation Planning runs a batch to create new salary records and bonus records for all Team Members who have salary increases or bonus awards resulting from the Compensation Plan.
    • Compensation Planning sends an email to the Planner about any conflicts with future dated HR Requests or salary changes.

      If there are conflicts with future dated HR Requests or future dated salary awards, no new salary records are created for the affected Team Members and the Plan status for them changes to Failed. Salary records are created for Team Members without conflicts and the Plan status changes for these Team Members to Committed. The Plan as a whole becomes partially committed. When conflicts have been resolved you can re-commit the Plan by selecting Commit again. The Plan status then changes to Committed.

    • Commit may fail if there is an active Salesforce Process Builder process, workflow rule , or Flow targeting Team Member salary records and preventing creation of new salary records. In this case, reschedule or deactivate the Process Builder process, workflow rule, or Flow and attempt to commit the Plan again.
    • Compensation Planning sends an email to the Planner about new salary records and their effective dates.