Budget and award actions for roll up approvals

If roll up views are enabled by an administrator, a hierarchical tree view is displayed with all manager budgets and all employee awards in one view.

  • Roll up approvals can only be used for the focal awarding period that was defined on the awarding view.
  • The status cannot be changed on an awarding view in Final status with roll up approval.
  • Roll up approval can only be disabled when the awarding view is in Preliminary status.
  • Different actions are available for the budget owner, parent manager, and compensation analyst.

With roll up budget approvals enabled, users can take these actions:

  • Finalize Awards
  • Revise Awards
  • Reassign Budget
  • Transfer Budget
  • Approve Awards
  • Undo Approval
Note: The actions for Update Awards, Undo Awards, and Award Reason are available if roll up budget approvals are enabled or disabled.