Making multiple pending enrollments available for manager review

Use this procedure to update existing pending enrollments to Manager Review status for all active compensation programs. You can update enrollments for up to six compensation programs that share the same version date. Or, you can update enrollments for all the compensation programs that are assigned to a program manager. All pending enrollments that meet the criteria are changed to Manager Review status.

Select Compensation > Incentive Compensation > Enrollment > Allow Manager Review.
Specify this information:

Compensation Program(s)

Select up to six compensation programs to include only pending enrollments that belong to these compensation programs.
Note: All the compensation programs that you select must have the same version date.

Compensation Program Version

If you selected compensation programs, you must select the version date of the compensation programs.

Program Manager

Select a program manager to include only pending enrollments for compensation programs assigned to the program manager.

Eligibility Start Date Begin

Specify the start date for a range of eligibility dates to include only the pending enrollments for that eligibility period.

Eligibility Start Date End

Specify the end date for a range of eligibility dates to include only the pending enrollments for that eligibility period.

Resource Employment ID Begin

Optionally, specify the beginning ID for a range of employment IDs.
If you select a range of employment IDs, only pending resource enrollments for resources within the employment ID range are included in the action.

If you select an employment ID range, you cannot select a resource group.

If you leave both fields blank, all the resources in pending status for the compensation groups or the program manager you select are included.

Resource Employment ID End

Optionally, specify the end ID for a range of employment IDs.
If you select a range of employment IDs, only pending resource enrollments for resources within the employment ID range are included in the action.

If you select an employment ID range, you cannot select a resource group.

If you leave both fields blank, all the resources in pending status for the compensation groups or the program manager that you select are included.

Resource Group

Optionally, select a resource group.
If you select a resource group, only pending resource enrollments for resources within the resource group are finalized.

If you select a resource group, you cannot select an employment ID range.

If you leave both fields blank, all the resources in pending status for the compensation groups or the program manager that you select are included.
Click Submit to process the action immediately, or click Schedule to schedule the action to run at a later date.
When the action is completed, the enrollments that meet the criteria are changed to Manager Review status. The enrollments are available to managers in Manager Space. You must finalize the enrollments to make them available to the enrolled resources.