Finalizing reviews and merit pay

After reviewers submit, you consolidate each person’s result, lock it, and generate merit pay proposals.

When to use

Use this once reviewers have submitted: to consolidate the 360 result for each person, lock it, and turn it into a merit pay proposal for Payroll. It is the bridge from ratings to pay.

Before you start

• Permissions: performance:finalize to finalize a person’s review; performance:approve for merit pay and calibration; performance:write to assign reviewers.
• Toggle people.merit_pay_linked_to_review (default off, on for new companies): enables creating merit pay proposals from a completed cycle.
• Toggle people.calibration_session_required (default off): the cycle must be marked calibrated first.
• Toggle people.idp_required_after_review (default off): every reviewed person needs an IDP before proposals.
• Toggle people.review_competency_sync (default off, on for new companies): the manager’s competency scores update the employee’s competency levels on finalize.

What finalization does

1. Reviewers’ forms are consolidated into one result for the person.
2. Finalizing locks that result.
3. The result is written back to the manager’s review row, which feeds the nine-box and the employee summary.
4. If competency sync is on, competency levels are updated.
5. Merit pay: the cycle’s finalized results and current salaries produce salary increase requests that go to Payroll for approval.

Tips & common mistakes

• Finalize only after calibration, because the result is locked.
• If merit pay is blocked, check the three toggles above: calibration, IDP and the merit link.
• Merit proposals arrive in Payroll as adjustment requests; they do not change salary until approved there.
• Completion evaluation, which feeds Payroll formulas, is a separate page under Metrics.

Related

• Setting goals and running reviews
• Payroll: simulating and adjusting
• Talent mapping with the nine-box grid
• Performance, OKR & Learning flow