Workflow Template
Compensation Review Workflow
Manager proposes a pay change for an employee, HR reviews for consistency and equity, then the request is routed for approval based on the size of the increase (HR for smaller increases, Finance/Executive for larger ones). Approved changes trigger a payroll update task and manager notification; rejected changes are returned to the manager with the reason.
Designed for HR teams, people managers, and finance leaders who need a consistent way to handle pay change requests, this workflow standardises how compensation proposals move from manager submission through HR equity review to final approval. It automates routing based on the size of the increase, sending smaller changes to HR and larger ones to Finance or Executive review, then triggers a payroll update task and manager notification once approved. The result is a repeatable, auditable process that reduces inconsistency in pay decisions and shortens the time between proposal and resolution.
Business Outcomes
- Reduces time between pay change proposal and final decision
- Improves consistency and equity in compensation decisions across teams
- Cuts manual follow-up by automatically routing approvals based on increase size
- Speeds up payroll handoff once a change is approved
- Creates a clearer audit trail for compensation decisions and approvals
Workflow Steps
Steps
- 1Create Compensation Review Recordcreate record
Registers the manager's compensation change proposal.
- 2Set Status to Submittedupdate record
Marks the review as submitted.
- 3HR Reviews Proposal for Consistency & Equitycreate task
HR checks the proposal against pay consistency and equity guidelines.
- 4Set Status to HR Reviewupdate record
Updates record status after HR review task completes.
- 5Route on HR Review Outcome
Determines whether the proposal proceeds to approval or returns to the manager for revision.
hr_review_outcome: "Consistent - Proceed"→Route by Size of Increasehr_review_outcome: "Needs Manager Revision"→Notify Manager of Revision NeededDefault→End - 6Notify Manager of Revision Neededsend email
Informs the requesting manager that HR flagged the proposal for revision.
- 7Set Status to Rejectedupdate record
Marks the review as rejected pending manager revision and resubmission.
- 8Route by Size of Increase
Routes smaller increases to HR approval and larger increases to Finance/Executive approval.
proposed_salary: "0"→Check Increase Amount ThresholdDefault→Check Increase Amount Threshold - 9Check Increase Amount Threshold
Increases of $10,000 or more require Finance/Executive approval; smaller increases go to HR.
proposed_salary: "10000"→Set Status to Pending Finance/Executive ApprovalDefault→Set Status to Pending HR Approval - 10Set Status to Pending HR Approvalupdate record
Marks the record as pending HR approval before the approval request is sent.
- 11HR Approval (Smaller Increases)request approval
HR approves or rejects smaller compensation increases.
- 12Route on HR Approval Outcome
Branches based on HR's approval decision.
approval_status: "approved"→Set Status to Approvedapproval_status: "rejected"→Notify Manager of RejectionDefault→End - 13Set Status to Approvedupdate record
Marks the compensation review as approved.
- 14Assign Payroll Update Taskcreate task
Creates a task for payroll to implement the approved salary change.
- 15Notify Employee's Manager of Approvalsend email
Informs the employee's manager that the compensation change was approved.
- 16Notify Manager of Rejectionsend email
Returns the rejected proposal to the requesting manager with the reason.
- 17Set Status to Rejectedupdate record
Marks the review as rejected following the approval decision.
- 18Set Status to Pending Finance/Executive Approvalupdate record
Marks the record as pending Finance/Executive approval before the approval request is sent.
Fields
- Employee Name*
- Employee's Manager Email*
- Requesting Manager Email*
- Current Salary*
- Proposed New Salary*
- Increase Percentage
- +6 more fields
Forms
Compensation Change Proposal
7 fields
Data Views
All Compensation Reviews
employee_name, current_salary, proposed_salary, reason +1 more
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send email in the workflow
AWS SES
Similar Workflows
Similar Categories
FAQs
Why should we automate compensation review instead of handling it over email?
Email-based approvals often lack visibility into where a request sits, who reviewed it, and why a decision was made. This workflow centralises the proposal, HR review, and approval routing in one place, so managers and HR can see status in real time and avoid duplicate follow-ups. It also creates a consistent record of who approved what and why, which is harder to maintain in scattered email threads.
What is the ROI of using this workflow compared to a manual process?
The main return comes from time saved on chasing approvals and reduced risk of inconsistent pay decisions slipping through. By automatically routing requests to the right approver based on increase size, HR and Finance spend less time triaging requests manually. Faster approval cycles also mean payroll updates happen sooner, reducing the chance of delayed or missed pay adjustments.
How does the threshold-based routing between HR and Finance/Executive work?
When a manager submits a compensation proposal, the workflow checks the increase amount against a configured threshold. Smaller increases route to HR for approval, while larger increases are sent to Finance or Executive reviewers. This threshold and the routing logic can be adjusted directly in assess.one to match your organisation's policy.
Can we customise the approval steps or notification messages?
Yes. Approval stages, reviewer roles, notification content, and status labels can all be edited directly inside assess.one without needing developer involvement. Teams commonly adjust the increase threshold, add additional approval tiers, or customise the rejection notification wording to match internal tone and policy.
Who needs access to this workflow?
Typically, people managers who initiate proposals, HR reviewers who assess consistency and equity, and Finance or Executive approvers for larger increases all need access. Payroll or HR operations staff also need visibility to pick up the payroll update task once a change is approved. Access can be scoped by role directly in assess.one.
What happens if a proposal is rejected during HR review?
If HR flags a proposal as inconsistent or inequitable, the workflow routes it back to the manager with the stated reason rather than allowing it to proceed to approval. The status updates to reflect the rejection, and the manager is notified so they can revise and resubmit if appropriate. This checkpoint helps catch equity issues before they reach Finance or Executive approvers.
How long does it take to implement this workflow?
This is a ready-to-use template, so there is no lengthy implementation project. Once published in assess.one, it takes minutes to configure approval thresholds and roles, and your team can start running live compensation reviews immediately.
What compliance or audit considerations does this workflow support?
The workflow captures a clear status trail from submission through HR review, approval routing, and final decision, which supports internal audit and compliance reviews. Because rejection reasons and approver decisions are recorded at each stage, HR teams have documentation to reference if a pay decision is later questioned. This structure is designed to support consistency reviews, not to replace formal legal or compliance sign-off processes.
What happens after an increase is approved?
Once approved, the workflow automatically sets the status to Approved, assigns a payroll update task to the relevant team, and notifies the employee's manager that the change has gone through. This removes the need for manual handoff between HR approval and payroll execution, helping reduce the chance of an approved change being delayed or forgotten.
Can this workflow integrate with our existing HR or payroll tools?
Notifications and integrations such as email or Slack are configured directly inside assess.one, allowing updates to reach managers and payroll teams through the channels they already use. Since the workflow runs natively in assess.one, there is no separate software installation required to connect these notification channels.
Ready to use this workflow?
Create a free account and customise this workflow for your business.
