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Salary adjustment workflow template

A manager proposes a raise or promotion, HR checks the salary range, approval depends on the size of the increase, and the change letter is issued.

3 steps 12 fields Approval limits by amountGenerates a PDF
Use this template See the steps

Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Proposal

    Whoever starts the request

    Who, how much and why.

    8 fields in the request form
    • Employee * Person
    • Type *Merit raise, Promotion, Market adjustment Choice
    • New position Text · when needed
    • Effective from * Date
    • Current salary * Amount
    • New salary * Amount
    • Increase (%) Calculated
    • Justification * Long text

  2. HR analysis

    A person or team you choose

    Check the salary range and the budget. The increase decides who approves.

    Due in 3 days (business time)

    Approval depends on “Increase (%)”

    Up to 10%The requester’s manager
    Above 10%Approvers you choose (2 approvals)
    3 fields
    • Within the salary range? *Yes, No Choice
    • Within budget? *Yes, No Choice
    • Opinion * Long text

  3. Payroll update

    A person or team you choose

    Update the payroll. The salary change letter is generated when you finish.

    Due in 5 days (business time) Issues: Salary change letter
    1 field
    • Payroll updated * Checkbox

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.
  • Edit the generated document (Salary change letter) with your logo and fields. Each PDF carries a verification code.

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Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template