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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

  1. 1
    Create Compensation Review Recordcreate record

    Registers the manager's compensation change proposal.

  2. 2
    Set Status to Submittedupdate record

    Marks the review as submitted.

  3. 3
    HR Reviews Proposal for Consistency & Equitycreate task

    HR checks the proposal against pay consistency and equity guidelines.

  4. 4
    Set Status to HR Reviewupdate record

    Updates record status after HR review task completes.

  5. 5
    Route 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 Increase
    hr_review_outcome: "Needs Manager Revision"Notify Manager of Revision Needed
    DefaultEnd
  6. 6
    Notify Manager of Revision Neededsend email

    Informs the requesting manager that HR flagged the proposal for revision.

  7. 7
    Set Status to Rejectedupdate record

    Marks the review as rejected pending manager revision and resubmission.

  8. 8
    Route by Size of Increase

    Routes smaller increases to HR approval and larger increases to Finance/Executive approval.

    proposed_salary: "0"Check Increase Amount Threshold
    DefaultCheck Increase Amount Threshold
  9. 9
    Check 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 Approval
    DefaultSet Status to Pending HR Approval
  10. 10
    Set Status to Pending HR Approvalupdate record

    Marks the record as pending HR approval before the approval request is sent.

  11. 11
    HR Approval (Smaller Increases)request approval

    HR approves or rejects smaller compensation increases.

  12. 12
    Route on HR Approval Outcome

    Branches based on HR's approval decision.

    approval_status: "approved"Set Status to Approved
    approval_status: "rejected"Notify Manager of Rejection
    DefaultEnd
  13. 13
    Set Status to Approvedupdate record

    Marks the compensation review as approved.

  14. 14
    Assign Payroll Update Taskcreate task

    Creates a task for payroll to implement the approved salary change.

  15. 15
    Notify Employee's Manager of Approvalsend email

    Informs the employee's manager that the compensation change was approved.

  16. 16
    Notify Manager of Rejectionsend email

    Returns the rejected proposal to the requesting manager with the reason.

  17. 17
    Set Status to Rejectedupdate record

    Marks the review as rejected following the approval decision.

  18. 18
    Set 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

Compensation Reviews by StatusCompensation Review Pipeline

Recommended integrations

Setup the following integrations to extend workflow capability.

  • Send email in the workflow

    AWS SES logoAWS SES
compensation reviewsalary reviewpay reviewmerit increaseHR compensation

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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.

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Compensation Review & Approval Workflow | assess.one