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Manager Nomination for Incentive Payment

Updated in February - 2025 | Subscribe to watch greytHR how-to video

Incentive payments recognize and reward employees for their exceptional performance, achieving specific targets, or contributing to organizational success. A structured nomination process ensures fairness, accuracy, and timely payouts, fostering motivation and aligning individual efforts with company objectives.

The greytHR Request Hub simplifies the incentive payment nomination process, enabling managers to nominate employees seamlessly while ensuring efficient approvals and accurate processing.

Scenario

Managing incentive payment nominations involves identifying eligible employees, verifying performance data, coordinating approvals, and processing payments. Without a streamlined workflow, this process can lead to delays, errors, and dissatisfaction.

Parties Involved

  • Manager (Nominator): Submits incentive payment nominations.

  • HR/Payroll Team (Reviewer): Verifies and approves the nominations.

  • Employee (Nominee): Receives the incentive payment based on the approved nomination.

Set Up an Incentive Payment Workflow Policy

Admins can configure a customized workflow policy for incentive payment using the greytHR Request Hub.

To set up the workflow:

From the Admin portal, go to Workflow > Setup > Workflow Levels.

1. General Settings

  • Click Add Workflow Levels.

  • Under General Settings:

  1. Select Workflow Type as Request Hub.

  2. Add the Policy Name as Incentive Payment Policy and provide a brief Policy Description.

  3. Select Request Type as Incentive Payment Request. Note: Use the Edit icon to modify request types if needed.

  4. Choose the desired Employee Filter to define eligible employees.

  • Click Save Policy and Next to proceed.

2. Configure Workflow Levels

  • Select the Workflow Initiator as Manager.

  • Click Add Task to create a task list for initiator. Tasks may include:

  1. Submitting nomination details.

  2. Providing justification for the incentive.

  3. Attaching supporting documents.

    1. Click Add Form to create a customized form for the reviewer.

    2. Click Save.

    3. Select the Make Attachments Mandatory for Reviewer checkbox if applicable.

    4. Click Save to finalize the task creation.

  • Similarly, you can create a task list for the selected reviewer. Click Add Task. Tasks may include:

  1. Verifying employee performance against targets or criteria.

  2. Confirming the incentive amount as per company policy.

  3. Approving the incentive payment request. Note: Repeat these steps to add more tasks for reviewers.

  • Select the required number of Levels (1 Level/2 Levels/3 Levels/4 Levels/5 Levels).

    • Select Application Actions based on your requirements.

    1. Available actions for reviewers include:

      1. Approve & Forward: Approve the request and forward it to the next reviewer (available when multiple reviewers exist).

      2. Reject: Reject the request (available for all reviewer levels).

      3. Auto-forward Due Days: Specify the number of days after which, if the reviewer does not take action, the task automatically moves to the next-level reviewer.

    • Click Next to proceed to Workflow Policy Settings.

3. Workflow Policy Settings

  • Select the Escalation Duration and Escalation Point. If the final reviewer does not take action within the specified duration, the request escalates to the designated escalation point. 

  • Enable Initiator Actions, such as:

  1. Initiator can reopen the workflow.

  2. Enable auto-close based on your requirements.

ℹ️ If you enable auto-close, define the auto-close duration. The system calculates the duration from the request initiation date.

4. Review and Submit

  • Click Review and Submit to finalize and create the incentive payment workflow policy.

5. Activate the policy

  • After creating a Request Hub policy, you need to activate it to reflect in the greytHR ESS portal. Click the Activate button on the policy card and choose the required date.

  • You cannot edit the policy after activation, but you can delete it by clicking Delete. The request also gets deleted from the greytHR ESS portal.

After creating a workflow for employee incentive payment nomination, managers can initiate requests using Request Hub.

How Managers Can Nominate Employees for Incentive Payments

Managers can initiate shift employee Incentive payment nomination requests for their team members from the greytHR ESS portal by navigating to Request Hub.

  1. Select the Request type and the name of the team member.

  2. Add Remarks, and set the Priority Level.
    Note: To raise requests for multiple team members, you can select the team members from the Request For dropdown. The system raises separate requests for each selected team member.

  3. Add a CC if you want to notify another department or reviewer.

  4. Click Submit.
    Note: Once submitted, you can track the request under the Pending tab.

How HR/Payroll Teams Respond to Incentive Payment Requests

For HR/Payroll Teams:

  1. Log in to the greytHR ESS portal.

  2. Navigate to To Do > Review and click Request Hub.

  3. Select the required request and click View Details.

  4. On the Review Request page:

  5. Validate the nomination details, including performance metrics and incentive amount.

  6. Confirm compliance with organizational policies.

  7. View previous actions in the Event Timeline section.

  8. Click Approve to process the incentive payment or Reject with reasons.

Processing the Incentive Payment

  1. Once approved, the payroll team updates the payroll system to include the incentive payment.

  2. Mark the request as Completed after processing the payment.

This structured process ensures fairness, timely recognition, and accurate incentive payments, enhancing employee motivation and engagement.