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F.A.Q.

Closing a compensation event

  • October 1, 2024
  • 6 replies
  • 493 views
M
Bobber

In order to close a compensation event, all worksheets will need to be in the "Pending approval" status.

 

As soon as all worksheets are in "pending approval" status, the admin can "share all with approver" by clicking on the three dots on the right. All worksheets will be sent to the event approver for their review. Afterward, the final approver can approve all worksheets individually or in bulk.

After that, the final approver will be able to select all worksheets and approve them.

 

When all worksheets are in “approved” status, the admin can update the changes in the employees' profiles (Update all in EE card) and/or request signatures from the relevant employees.

The next and final step would be to end the event - to do so, click "End Event".

6 replies

Y
  • Yael Besso
  • December 4, 2024

Hi ​@Miguel Pinto , when the approver approves the sheet, will notifications be sent to the planners and is there a way to prevent it?

Maital Terdiman
Bobber

Hi ​@Yael Besso 

Great to see you here in the Community 😍

When the approver approves the sheet, planners will indeed receive a formal notification.

Currently, aside from personally managing their notifications in their profile, it is not possible to prevent these notifications from being sent to planners once the sheet is approved. The process is designed to keep all relevant stakeholders informed about the status of the compensation event, including the approval of worksheets.

Bobbing along as best as one can bob
    M

    Hi,

    My event is over. I can see indeed ‘update profiles’ and ‘request signatures’, but I don’t want to do that.

    I just want to close the event but I can’t find where to do so.

    Could you please help me?

    Thanks.

    Jessica Lane
    Bobber

    Hi ​@Maud Benhaddou 👋🏻

     

    Unfortunately the ‘end event’ option will only be available after the ‘update the employee profiles’ option has been selected. 

     

    Jess
    M

    OK thanks. I will ask that to be changed, as we can’t use any of the options proposed that are not suitable nor wanted, but we need this to be closed to be able to have some history.

      K
      • KRestagno
      • June 25, 2026

      Once the event is approved and ended, is there any way to reopen if the compensation change isnt effective yet?

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