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.