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.