Requesting changes in BambooHR: Compensation, Role, and Promotion workflows

The below workflows are intended to help guide managers when requesting approvals and changes for their direct reports when it comes to compensation changes, role changes, and promotions.

How to request a change in BambooHR

  1. Log into BambooHR
  2. Search the name of the direct or skip-level report you’d like to request a change for
  3. Once on their profile, click on the “Request a Change” button
  4. Select the type of change you’d like to make from the drop down menu
  5. Follow the workflow (instructions for each workflow below) and submit for approval

Requesting a compensation change (cash only)

Use for changes to cash compensation (base salary) only. Use cases include: merit increase and market (compensation band) adjustments. When filling out the form, you only need to edit the field(s) that need updating, you can leave other fields as is.

Form field: CashHow to fill out
Effective DateThe effective date should be the 1st of the following month. If you need to backdate pay or need an earlier effective date, exceptions will be need to be considered by the People Ops and Payroll teams (please include an explanation in the comment field.)
Pay ScheduleFor International teammates: Monthly - For US teammates: Twice Monthly
Pay TypeSalary
Pay Rate + CurrencyAnnual Salary amount in USD
Pay Rate (Per)Year
Overtime StatusExempt
Overtime RateLeave blank
Change ReasonSelect applicable reason
CommentElaborate on reason for cash increase
Compensation Category and LevelSelect category and level associated with this compensation band (if not available, leave blank)
Comment for the Approver(s)Include any additional notes for Finance/People Ops, if any

Requesting a compensation change (equity only)

Please contact the People and Talent Team before entering new equity grants into Bamboo.

Form field: EquityHow to fill out
StatusProposed, Not Yet Granted
Vesting Start DateThe vesting date should reflect the current date or a future date only. If you need to backdate the vesting change, please include an explanation in the comments field.
Equity NotesReason options are:
  • New hire Grant

  • Promotion

  • Equity Refresh | | Comment for the Approver(s) | Include any additional notes for Finance/People Ops, if any |

Requesting a compensation change (commission only)

Use for changes to commission (variable pay) only. Use cases include: market (compensation band) adjustments and commission package adjustments. When filling out the form, you only need to edit the field(s) that need updating, you can leave other fields as is.

Form field: CommissionHow to fill out
Commission DateThe commission date should reflect the current date or a future date only. If you need to backdate the commission change, please include an explanation in the comments field
Commission Amount / CurrencyEnter the annual commission amount in USD (note: this must reflect commission only, not OTE)
Paid PerYear
Commission Pay TypeCommission
Pay ScheduleMonthly or Quarterly (depending on commission package)
Overtime StatusExempt
Commission Change ReasonSelect applicable reason
Commission CommentsElaborate on reason for commission increase
Comment for the Approver(s)Include any additional notes for Finance/People Ops, if any

Requesting a role change (role changes only)

Use for changes impacting role only. Use cases include: title changes, manager changes, department changes. When filling out the form, you only need to edit the field(s) that need updating, you can leave other fields as is.

Form field: RoleHow to fill out
Effective DateThe effective date should reflect the date that the role change is taking effect.
LocationRemote
DepartmentSelect new department (if applicable)
DivisionSelect new division/“team” (if applicable)
Job TitleSelect new title (if applicable). If the title you’re looking for isn’t available in the dropdown, please reach out to people-ops@sourcegraph.com or @people-team in Slack to have it added.
Reports ToSelect new manager (if applicable)
People ManagerSelect “Yes” if this person will be a People Manager or “No” if they will not be a People Manager.
Compensation Category and LevelSelect category and level associated with this compensation band (if not available, leave blank).
Cost CenterSelect the organization corresponding to the teammate’s new division/team (if applicable).

Requesting a promotion

Use for promotions only– promotions include changes impacting compensation and role. When filling out the form, you only need to edit the field(s) that need updating, you can leave other fields as is. Promotion workflow (combination of cash + commission + equity + role change workflows).

  • The promotion workflow in BambooHR is a single workflow combining the 4 workflows outlined above into a single one for convenience.
  • You only need to edit the field(s) that need updating, you can leave other fields that are not applicable as is or leave them blank.
    • For example, if you’re requesting a promotion for a role that does not have a commission component, you may leave the commission fields blank.

Large-Scale Changes / Re-Orgs

Please notify and consult with your designated People Partner to work through department-level changes prior to making any changes effective. The People Partner will then work with the People, Talent, Tech-Ops, and Finance teams to ensure a smooth transition for any teammates impacted.

FAQs

Q: Who can submit change requests?

A: Current Direct managers and skip-level managers are both able to request changes for their reports.

Q: Who is part of the approval chain?

A:

  • For compensation changes: Skip-level manager, Finance, People Ops
  • For role changes: Skip-level manager, Tech Ops, Finance, People Ops
  • For promotions: Skip-level manager, Tech Ops, Finance, People Ops

Q: How do I view my request’s progress in the approval chain?

A:

  • Log into your Bamboo profile and click the inbox icon on the top right of your home page
  • You should see any pending approval requests on the right
  • Click on the pending approval request to see how far along the approval chain it is

Q: When should I communicate the changes to my direct report?

A: You should communicate the changes to your direct report after the request has been completed and approved.

Q: How do I confirm the request has been approved?

A:

  • Log into your Bamboo profile and click the inbox icon on the top right of your home page
  • Click “Completed” on the menu on the left, and then click “Approvals”
  • If your request has been approved, it’ll show up as “Approved” with a green check mark next to the request

Q: What if my change isn’t reflecting in my direct report’s profile?

A: If your change has a future effective date, it will not reflect on your direct report’s profile until that date. You can check back on the effective date to confirm, or you can reach out to People Ops (people-ops@sourcegraph.com) if you want to confirm in advance of the effective date.

Q: What if my change request is denied?

A: People Ops will check in with you if there’s any concerns around the request prior to denying or accepting it. If you receive a notification indicating that it’s denied, please check in with People Ops (people-ops@sourcegraph.com) to resolve the issue.

Q: When will cash compensation changes be reflected in my direct report’s payroll?

A: Changes will be reflected in their first payroll of the month following the request approval (unless you have requested an exception to the effective date, in which case, please check in People Ops at people-ops@sourcegraph.com).