To approve or reject progressions manually:When you create a grade ladder, you specify the type of approval it uses (its posting style):
Automatic progression: the application automatically updates the assignments of eligible employees with progression changes on the date specified (provided there are no system errors)
Manual progression: you must use the Approvals: Grade/Step Progression page to approve or reject eligible employees.
If you have set your grade ladder for manual approval, the Participation Process: Grade Step pre-process starts the Grade/Step Progression process, but you must then reject or approve the proposed progressions using the Approvals: Grade/Step Progression page.
Setting up your grade ladder for manual approval gives you the additional ability to rank your employees on the basis of their total scores for the eligibility criteria they satisfy, and to use Workflow to notify managers for their approvals for the proposed progressions.
If you set up a grade ladder to use ranking, the Approvals: Grade/Step Progression page displays the scores and ranks of all the employees who are on that grade ladder. You can check the ranks of your employees to determine the people you want to progress from all the proposed progressions. You must have run the Rank Employees for Grade/Step Progression Process for the employee ranks to display in this page.
To approve or reject progressions manually:Using the Approvals: Grade/Step Progression page, enter search criteria for the proposed progressions you want to view. Only the Progression Date From and Progression Date To are mandatory criteria.
Select one or more employees to display the details of their current grade or step and the grade (or step) to which they are eligible to progress.
If a grade ladder is set up to use ranking, you can check the scores and ranks for employees on that grade ladder before you approve those employees. You can also override the system-proposed ranks of employees.
Optionally, click Download to Spreadsheet to download the progression details into a spreadsheet. You can distribute the spreadsheet to managers for opinion or approval, for example. You can also modify the proposed rank, salary change date, and progression date for employees in the spreadsheet, and upload the modified information into the application using Web Applications Desktop Integrator (Web ADI).
Review the details of each proposed progression and approve (or reject) one or more employees at a time. You can also make manual changes to the proposed progression, including changing the progression date and salary update date.
When you have finished approving or rejecting the proposed progressions, click Submit.
This saves the status of the progression (A - Approved or R - Rejected) in the employee's Electable Choice records. If a grade ladder uses Workflow, the application notifies the managers of the employees on that grade ladder about the proposed progressions when you approve progressions on this page.
Using the Submit Request window, run the Process Employees Progressed Manually process. This updates the assignment records of the employees and makes salary updates where required.