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      Setting Up Compensation Change Requests in Performance Review Templates

      Empower Your Team: Integrating Compensation Requests into Your Performance Workflows

      At GoCo, we're all about making HR processes as smooth and efficient as possible! Our Compensation Change Request feature is designed to empower managers to easily submit employment and compensation updates, and to streamline the entire process. This article will guide full-access admins through integrating this powerful tool directly into your performance review templates.
      Imagine this: It's performance review season, and managers are identifying top talent who deserve a raise or a promotion. Instead of juggling spreadsheets and endless email chains, GoCo allows you to embed the compensation change process directly into your performance reviews. Here's how to set it up:

      🛠️ Step-by-Step Guide: 

      1. Navigate to your Templates Page: From your GoCo dashboard, head over to the Performance app from the left navigation bar and click on the Templates tab at the top of the page. This is your central hub for all performance review frameworks.Screenshot 2025-07-07 at 1.48.43 PM-1

      2. Select or Create a Template: Choose an existing performance review template where you'd like to include compensation requests, or create a brand new one to suit your needs.

        • To select an existing review click the elipsis (...) and click "Edit" 

      3. Access the Task Builder: Once you are on the "Create Review" page (access by clicking the "Create Review" tab at the top), click the blue "+ Task" button located at the bottom left. You can add a new task specifically for compensation requests or integrate it into an existing task if you prefer.

        Screenshot 2025-06-16 at 3.07.54 PM

        Need a refresher on tasks? Check out our article: All You Need to Know About the Task Builder.

      4. Add the Compensation Change Request App: In the Task Builder, you'll see a floating bar with various options. 

        • Click on the"Apps" button and from the dropdown menu, select "Compensation Change Request". 

          Screenshot 2025-07-07 at 5.20.12 PM

        • This action embeds the powerful Compensation Change Request wizard directly into your task, ready for use when you launch your reviews!

          Screenshot 2025-07-07 at 5.22.50 PM
        • Note: You have the option to make this field required or optional

      5. Assign the Task: Now, let's make sure the right people are empowered to initiate these requests. In the Assignee section of the task, you can use GoCo's dynamic assignees. For compensation requests, typically you'll want to assign this to a "Manager". This will automatically assign the task to the manager of the employee whose review it is. Super smart, right? Screenshot 2025-07-07 at 5.31.04 PM

        Want to learn more about setting up dynamic assignments for your workflows? Check out our article: How to assign dynamic assignees to tasks

      6. Review and Publish! Once your task is set up with the Compensation Change Request, don't forget to click "Review and Publish" to save your template changes and make them live for your team. You'll see a warning if your task doesn't have any data or is missing an assignee, but you can still choose to publish.Screenshot 2025-07-07 at 5.32.40 PM

      Want to see what this looks like in action? Check out our help article: How to Use the Compensation Change Request Wizard in a Performance Review.
      If you have additional questions reach out to support@goco.io 💚