Run a Compensation Review

Run a salary-change workflow for a group of employees. Managers propose salaries in the Employee Hub, approvers review them, and approved changes take effect automatically.

Who can use this?

HR Admins use Salesforce for Create the review and Revert a review. Managers and assigned approvers use the Employee Hub for Complete a manager review and Approve or reject a review.

Create the review

1. In Salesforce, create a Compensation Review Setup record.

2. Configure the review fields:

   Setting	What it controls
   Name	The review-cycle label, such as Mid-Year 2026.
   Effective Date	The date approved salaries take effect.
   Scope	Employees selected by entity, department, location, or a custom employee list.
   Approval process	The existing flair Approval Framework process used by the review.

3. Click Save.

4. Optional: On the Budgets subtab, assign a root manager and, optionally, a budget to each review tree. See Fund a review with budgets.

5. Click Create Reviews & Notify Managers. flair creates one review for each assessing manager.

Each manager review shows current salary, proposed salary, live percentage change, pay-band status, and the employees assigned to that manager.

Fund a review with budgets

Before generating reviews, decide how deep each manager's review hierarchy goes and, optionally, cap it with a budget.

1. On the Compensation Review Setup record, open the Budgets subtab. flair shows the full manager tree for the setup's scope and reviewer.
2. For each team, click Set as root manager on the manager whose tree should stop there — their reports roll up to them instead of continuing further up the chain. The node is then labeled Root manager, and click Remove root manager to undo it. Every employee must end up covered by exactly one root manager; flair tracks this live and shows either "Every employee is covered by exactly one root manager." or a count of teams still missing one.
3. Optional: On a root manager's node, use Select a budget to fund its tree from an existing budget with Available status, or leave it set to No budget to review that tree without a spending cap.
4. When you associate a budget, flair pre-fills a split across the tree proportional to each team's current monthly salary spend (equal shares if there's no spend to proportion by); the root always equals the budget's full available amount, and each roll-up automatically equals the sum of its own tree. Adjust the leaf and Own team amounts as needed — the total must match the budget exactly before you can create reviews. A tree whose budget is already smaller than its current monthly spend is flagged as starting over budget.

note

Create Reviews & Notify Managers stays disabled until every employee has exactly one root manager, no budget funds more than one root, and every associated budget is fully distributed across its tree. Changing the setup's scope or reviewer rebuilds the manager tree and clears any budget selections already made.

Complete a manager review

1. In the Employee Hub, open Compensation → Reviews.
2. Select the active Compensation Review.
3. For each employee, enter a new salary.
4. Optional: Click Apply Merit % to apply one percentage increase across the team.
5. Review current and proposed salaries, percentage changes, pay-band warnings, and the monthly team cost. When the review has an assigned budget, a budget overview and consumption breakdown appear alongside these figures — see Track budget consumption.
6. Click Submit for Approval. The review enters its configured approval process.

warning

If a review's proposed salaries exceed its assigned budget, flair disables Submit for Approval and blocks the submission on the server too, so it can't be bypassed. Reduce the total to within the available budget to submit.

Track budget consumption

A review with an assigned budget shows how much of it is used. On a review that aggregates other managers' reviews, flair shows a budget consumption breakdown instead of an items table — only reviews with their own salary items carry an items table and a Submit for Approval action.

• Budget overview — a sidebar card on any review with a budget, showing Consumed, Available, and Remaining amounts, the Assessing manager, who they Reports to, and the Master budget funding the tree. The card turns red when the review is over budget.
• Budget consumption — on a review that aggregates other managers, a bar for each direct report comparing consumed to available. Click a bar to expand and drill into that manager's own sub-tree, or click their name to open their review.
• Consumed is the full proposed new salary for every included employee in the tree, not only the increase. Clearing Include for an employee removes their raise from the total, but their current salary still counts against the budget — an excluded employee reads as no change, not as freed-up budget.

A manager who oversees other managers can open the reviews beneath their own to check details, but only as a Viewer — they can't edit them. Their own review stays editable as before, and reviews higher up the chain remain out of reach.

Approve or reject a review

1. In the Employee Hub, open Compensation.
2. Open the review awaiting your decision.
3. Click Approve to confirm every salary change, or Reject to return the review.

Salesforce records the approval history and comments on the review. After approval, new salaries start on the effective date, and flair ends the previous salary records automatically.

Revert a review

1. In Salesforce, open the Compensation Review record.
2. Click Revert.
3. Confirm the action. flair rolls back every salary change from the review and restores the previous salaries.

warning

You cannot revert part of a Compensation Review. Revert undoes the complete review.

Sort the review table

• Click a column header to toggle ascending or descending order. You can sort by employee, position, frequency, reference amount, merit percentage, or new amount.

When an employee has several salary lines, the lines remain grouped after sorting.

Review salaries in several currencies

For organizations using several currencies, each salary appears in its own currency with an approximate conversion to the viewer's currency. Totals use the viewer's currency.

Pay-band guidance adjusts for each salary's currency and pay frequency and identifies conversions. Single-currency organizations see no behavior change.

Control manager visibility

By default, managers can see their employees' base salaries in the Employee Hub. On the Employee HUB Feature record, configure these independent settings:

Setting	What it hides
Hide Employee Salaries	Base salary values.
Hide Recurring Compensation	Recurring components, such as scheduled bonuses.
Hide One-Time Compensation	Single-payment components.

Related articles

• Manage compensation
• Create Compensation Rules
• Approval Framework overview
• Manage permissions and access control