The Manager Activity section provides administrators with real-time visibility into manager participation, submission progress, approval status, invitations, and planning access across the compensation cycle.
Manager Activity can be accessed at:
Configuration → Manager Activity
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Managers Table Overview
The Managers table displays managers included in the cycle along with their planning access, invitation status, and approval progress.
Each row includes the following columns:
- Access Status
- First Name
- Last Name
- Planning Access
- Invitation Sent
- Invitation Status
- Merit Status
- Bonus Status
- Equity Status
Planning Access
The Planning Access column shows whether the manager currently has access to the planning experience.
Planning Access is one part of the broader access model. For full access management and troubleshooting, use Configuration → User Control, where administrators can also review Core Access, Portal Access, Receive Emails, View Only, and company-wide lock settings.
Invitations
Invitation Sent and Invitation Status show whether a manager has been invited and whether that invitation has been accepted.
Common invitation actions and statuses may include Send Invitation, Resend Invite, Accepted, and Not Accepted.
Submission and Approval Statuses
The Manager Activity page displays separate status columns for each compensation type:
- Merit Status
- Bonus Status
- Equity Status
Each status reflects the manager’s progress for that specific module.
Common statuses include Awaiting Submission, Pending Approval, and Approved. These statuses update as managers submit work and approvals are completed.
Bulk Approval Actions
At the top of the page, administrators may have access to bulk approval buttons:
- Approve All – Salary
- Approve All – Bonus
- Approve All – Equity
These actions approve submitted adjustments for the selected compensation type across managers.
Bulk approvals should be used carefully and typically after the applicable submissions have been reviewed.
Search and Sorting
Use search and sorting to quickly locate managers by name, email, planning access, invitation status, or approval status values.
Administrative Use Cases
- Monitor overall manager participation
- Track submission progress by compensation type
- Review planning access
- Review invitation status
- Perform bulk approvals
- Identify managers who may need follow-up
Key Notes
- Statuses are tracked independently for Salary, Bonus, and Equity.
- Planning Access is visible on Manager Activity, but broader access management is handled on User Control.
- Bulk approvals should be used carefully and typically after review.
- This page reflects live system state during the cycle.
→ Next: Guide: Admins Getting Started Part 24 - User Control
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