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Administrator Guide
Last Updated: 2026-04-17
Steps: Set Up the Compensation Review Business Process

Steps: Set Up the Compensation Review Business Process

Decide which roles, such as Planner or Manager, require control over submitting employee awards. Workday determines roles for the entire compensation review when you initiate the process and ignores any subsequent changes in role assignments.
You can set up the
Initiate Compensation Review Process
 business process for all award types, including bonus and stock awards, with or without merit awards.
You can set up an integration with a third-party stock administration application to manage vesting and other stock administration needs.
Don't delete business process condition rules that you associate with either active or inactive compensation plans. Doing so might result in unexpected errors. You can't recover deleted condition rules.
  1. Select
    Business Process
    Edit Definition
     from the related actions menu of the
    Initiate Compensation Review Process
     business process.
  2. As you complete this task, consider:
    Option Description
    Complete Employee Awards
    1. Add the Compensation Administrator role to oversee the compensation review process, monitor organization status, maintain pools, and review employee participation.
    2. Activate Pending Security Policy Changes.
    3. Click
      Configure Participation
      .
      Then select an organization on the
      Organization Type to Use
       prompt and select the group (role), such as Manager or Planner.
    The organizations you configure on this step must also be configured on the
    Create Compensation Review Options
     task.
    Workday recommends not to configure a delay in the
    Participant Detail Step Delay
     section when you configure this Shared Participation step. A delay may result in irreversible problems with
    My Tasks
     items, sending back, and so on.
    Manage Impacted Employees
    This must be the second step in the
    Initiate Compensation Review Process
    .
    • Configure Pool
    • Distribute Pool
    • Launch Employee Award
    These steps must remain in this order.
    Manage Bonus Process Funding
    (Optional) For compensation review processes with bonus awards.
    If included, make this the completion step.
    Review Employee Awards
    (Optional) This step must follow the
    Complete Employee Awards
     step.
    The organizations you configure on this step must also be configured on the
    Create Compensation Review Options
     task.
    You can grant role-based security groups outside of your specified organizational hierarchy access to approve awards using assignable roles for organizations on the
    Process: Compensation Review Process Reviewer
     domain.
Edit Business Processes
Create Custom Business Processes