Approve Salary Revision Request
Explanation
A Salary Revision Request once created would go through an approval flow
until it reaches the last stage which is the updating of employee salary. As
soon as a request is created it would be saved in the Preliminary state.
Salary Revision Request statuses are as follows:
- Preliminary - This is the initial state. As soon as
a request is created it will be in the Preliminary state. In this state
a request can be edited and deleted. The 'Submit' option is enabled
allowing the request to be Submitted.
- Submitted - The second state which is possibly performed by
the requester his/herself. Editing is allowed at this state. Other
options enabled are 'Remove Confirmation', 'Approve', 'Reject' and 'Set
Obsolete'.
- Approval in Progress - The third state performed
by each of the Approvers set through the Approval Template. Based on the
template picked for the revision request there can be multiple approval
levels. If the approval template has more than one approval level as
soon as the first approver approves the request the status of the
revision request turns to 'Approval in Progress'. As soon as the last
approver approves the request the status turns to Approved. Editing is
allowed at this state. Other options enabled are 'Remove Approval',
'Authorize', 'Reject' and 'Set Obsolete'. If a revision request has only
one approval level set through the approval template this status will
not be activated; the request status will turn to Approved straight from
the Submitted state. Only the designated approver who
approved the request at a given point in the approval flow can Remove
Approval as well.
- Approved - The fourth state of the request that
should be performed by the Authorizer set through the Approval Template. Editing
is allowed at this state. Other options enabled are 'Remove Approval',
'Authorize', 'Reject' and 'Set Obsolete'. Authorize option is enabled
for the request to be Authorized by the designated Authorizer.
- Authorized - In the Authorized state editing is not
allowed. The other options enabled are 'Remove Authorization',
'Acknowledge', 'Request Change', 'Reject' and 'Set Obsolete'. A request
which is in Authorized status can be acknowledged and if needed a change
can be requested.
- Acknowledged - Acknowledging can be done by the
requester him/herself. Editing is not allowed at this state as well. The
other options enabled are 'Remove Acknowledgement', Update Salary' and
'Set Obsolete'. Last action of a revision request, which is updating the
employee's new salary can be performed for requests in Acknowledged
state.
- Change Requested - If a change is being requested
after the request is authorized it will turn to a 'Change Requested'
state. At this state the other options that will be enabled are
'Authorize' and 'Reject'.
- Salary Updated - This is the last state of the
salary revision request. In this state the salary revision process is
completed, and the employee file is updated with the revised
compensation details. The employee will be paid the revised salary from
the effective date specified for each compensation type.
- Rejected - A salary revision request can be
rejected in the Submitted, Approved, Authorized and Change Requested
states. When rejecting entering the Reason is mandatory. When rejecting
a request if "Notify Approvers" toggle is switched on, when configured a
notification can be sent to the previous approvers. If not once
configured the rejection notification will only be sent to the
requester. A request in the Rejected state can be obsoleted and deleted.
- Obsolete - Salary requests in Submitted, Approved,
Authorized, Acknowledged, Salary Updated and Rejected states can be set
as Obsolete. Obsolete requests can be deleted.
Salary revision requests in Approval in Progress, Approved, Authorized,
Acknowledged, Salary Updated and Rejected states cannot be deleted at once.
They need to be first set as obsolete and later deleted. A request in Change
Requested state can be deleted only if it is rejected.
If a request has only an approver and no authorizers set as soon as the
request is approved, the status changes to Authorized. Likewise, if the
request has only an authorizer set and no approvers defined according to the
approval configuration, then Authorize option will be enabled for the
authorizer as soon as the request is Submitted. Also, if the
request approver and authorizer is the same person, as soon as the request
is Approved the status turns to Authorized.
The Event 'SAL_REV_REQUEST_STATUS_CHANGE', (Notify when Salary Revision
Request Status Changes) can be utilized to configure event actions to send
notifications at significant status changes like Submitted for Approval,
Approved, Authorized, Salary Updated and Change Requested to responsible
approvers, the requester, salary revision requested employee informing about
the actions which are due, outcome of the request etc.
The Approval History of a request can be viewed through the 'Change
History' functionality. In Change History against the field STATUS 'Previous
Content' carries the previous state while the 'Current Content' carries the
current state of the request. It also records the user who has done the
change along with the updated date.
Prerequisites
- An approval template that defines the approval levels and type of
approvers should be predefined.
- A Salary Revision should be created, and an approval template should
be fetched.
- The prerequisites that are required for the creation of a salary
revision request should be met.
System Effects
- With each state change the next required state options will be
enabled.
- Change History will be updated with each state change.
- With the approval of each level by the responsible approver, the
Status field in Approval Details (Approval Levels) list will be updated
as 'Completed'.
- In Salary Updated state employee salary is automatically updated
with the new salary record to be valid from the effective date.