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Compensation Review

Compensation Review is a structured workflow that lets HR admins plan and approve salary changes for a group of employees. Managers assess their direct reports in the Employee Hub, HR reviews the outcome, and approved salaries take effect automatically.

How It Works​

  1. HR creates a Compensation Review in Salesforce, selecting which employees are in scope and setting the effective date for new salaries.
  2. One review is generated per assessing manager, listing each of their employees with the current salary, a proposed new salary, a live percentage-change indicator, and a pay-band status badge.
  3. Managers open the review in the Employee Hub, adjust amounts or apply a merit percentage across the team, then submit.
  4. The review enters the approval flow — approvers can approve or reject directly in the Hub.
  5. On approval, new salaries take effect on the chosen date automatically; previous salaries are end-dated. No manual entry is required.
  6. HR can revert the entire review if needed — all salary changes from that review are rolled back.

Setup in Salesforce​

Before running a review, an HR admin sets up the parameters on a Compensation Review Setup record:

  • Name — a label for this review cycle (e.g. "Mid-Year 2026")
  • Effective Date — the date new salaries will take effect on approval
  • Scope — which employees to include (by entity, department, location, or a custom employee list)
  • Approval process — reuse any existing flair approval framework

Once the setup is saved, click Generate Reviews to create one review record per manager.

New Compensation Review Setup form in Salesforce

Running the Review in the Employee Hub​

Managers receive a notification when their review is ready. To complete a review:

  1. Open Compensation in the Employee Hub and go to the Reviews tab.
  2. Select the active Compensation Review.
  3. For each employee, enter a new salary directly, or use Apply Merit % to apply the same percentage increase across the team.
  4. The table shows:
    • Current salary and proposed new salary
    • Percentage change (calculated live)
    • Pay-band indicator — highlighted if the proposed salary falls outside the band
    • Monthly team cost total
  5. Click Submit for Approval when the review is complete.

Approving or Rejecting​

Approvers can act on the review in the Hub:

  • Open the Compensation tab and find the review pending their approval.
  • Click Approve to confirm all salary changes, or Reject to send the review back.

Approval history and comments are recorded on the review record in Salesforce.

After Approval​

  • New salaries take effect on the effective date set during setup.
  • Each previous salary record is automatically end-dated.
  • The review record shows the full change history, including who submitted and who approved.

Reverting a Compensation Review​

If a mistake is found after approval, HR can revert the review from Salesforce:

  1. Open the Compensation Review record.
  2. Click Revert.
  3. All salary changes made as part of that review are rolled back — previous salaries are restored.

Reverts cannot be done partially; the entire review is undone.

Sorting the Review Table​

You can sort the list of items in a Compensation Review by clicking any column header — employee, position, frequency, reference amount, merit percentage, or new amount — to toggle between ascending and descending order. When an employee has more than one salary line, those lines always stay grouped together no matter how you sort.

Multicurrency Support​

Compensation reviews work correctly for organizations that use more than one currency:

  • Each employee's salary is shown in its own currency, with an approximate conversion to your own currency shown alongside for easy comparison.
  • Review totals are calculated in your currency.
  • Pay-band guidance is automatically adjusted to match each salary's currency and pay frequency, with a note whenever a conversion was applied.

Organizations using a single currency see no change in behavior.

Visibility Controls​

By default, managers can see their employees' base salaries in the Hub. Two additional toggles on the Employee HUB Feature record let HR admins control whether managers also see recurring and one-time compensation components:

  • Hide Recurring Compensation — hides recurring pay components (e.g. bonuses paid on a schedule)
  • Hide One-Time Compensation — hides single-payment components

These settings are independent of the existing Hide Employee Salaries toggle.