Finalizing Pending or Manager Review enrollments

Resources cannot see their target incentive compensation programs until they are in Finalized, Approved status. Managers can see their direct reports' incentive compensation programs if they are in Manager Review or Finalized status.

On the Resources Enrolled panel, select one or more resources in Pending or Manager Review status, and select Finalize Enrollment.

If the compensation program is defined to require approval before the enrollment is finalized, the approval process is initiated and the enrollment status is Finalized, Pending Approval. If no approval is required, the enrollments are finalized immediately and display as Finalized, Approved.
To revert a finalized enrollment to Pending, select the enrolled resource, and select Revert To Pending.

Note:
If the compensation program requires an approval process, Finalize Enrollment will initiate the approval process; Revert To Pending will cancel the approval process.