How Can I Automate Manager Approvals?

This article explains how you can automate approval of commission statements by managers.

To request approval by managers

• Login to your workspace
• On the left pane, click on "Plans > All Plans"
• Edit your plan
• Click on the "Legal" tab
• Select this option

You can choose which plans require manager review & approval. For example, you could decide that your quarterly bonus plan requires manager approval, but that your monthly commission plan doesn't.

To bulk-approve statements

Once you've updated your plan, ran calculations, and released them, your managers can bulk review and approve statements for their reports.

• Login to your workspace
• On the left pane, click on "Incentives"
• On the top left corner, click on "Manager Overview"

Your managers will immediately see who within their team requires approval.

For more details, select the "View As Grid" option within the same Manager Overview dashboard. You will now see, for each payee, which incentive component(s) have been approved. Your managers can toggle approval status with a single click.

    

Note: unless you are full admin (or your own manager), you cannot approve your own statement. The toggle control will be visible but disabled.

To approve individual statements

Your managers can also review and approve individual statements.

• Login to your workspace
• On the left pane, click on "Incentives"
• On the top right corner, select a user in the dropdown         OR
• On the top left corner, click on "Manager Overview" and click on a statement

When viewing a statement as a manager, you can easily toggle approval status.

Note: the toggle control is only available to managers and administrators. Payees will only see a read-only approval status as shown below.

To audit approvals as an administrator
To review manager approvals, you can use the Manager Overview tool as explained above. However, the following may also prove useful to administrators.

If a statement is pending approval when you release rewards, you will see a warning like this:

When exporting reward details, the approval status is included:

Re-running calculations
If you decide to re-run a calculation, you can choose whether to preserve manager approvals, or have them reset. If the system is automatically re-calculating for you, it will always preserve manager approvals.

• Related Articles

• Admin Training - Agenda

  Why Automate? Eliminate manual spreadsheets Including the need to manually generate / revise / archive / distribute them Bulk-calculate across all payees Manage rates and quotas Increase commission agility Improve accuracy and avoid costly mistakes ...

• How Can I See Which Entities I Manage?

  Here are the steps to see which entities you manage: Login to your workspace On the left pane, click on "Account > My Profile" Click on the "Security" tab Review section "Workspace Administrator" Review section "Hidden Plan Administrator" Review ...

• Whose Personal Incentive Dashboard Can I View?

  When you browse to your personal incentive dashboard, the view is defaulted to you. However, if you have sufficient permissions, you can select another user. The following users are shown: If you are a full admin, you can view all users Otherwise, ...

• How Does The Payroll Gateway Work?

  You can always retrieve commission-related data using the OData API (programmatically - or using BI tools such as Excel, Tableau, Microsoft Power BI). This lets you retrieve transactions, rewards, users, teams, plans, calculations, etc. However, ...

• Getting Started With Sales Cookie - Admins

  About This Guide This guide is designed to help you get started as a Sales Cookie administrator. We assume that we've already configured one or more incentive plans for you. Looking for a starter guide for your payees instead? Click here. This guide ...