Before Pay Pool processing can begin for your organization, an Administrator must enable it and configure the Higher-Level Review (HLR) workflow sequence. This is the first and most foundational step in the Pay Pool setup process — no other Pay Pool activity is available until this is complete.
Pay Pool can be enabled independently for SES and SP organizations. Enabling it for one does not automatically enable it for the other.
What You'll Configure
Enable Pay Pool:
Activates Pay Pool processing for SES and/or SP plans within the target organization.
Higher-Level Review (HLR) Sequencing:
Determines where in the workflow the Higher-Level Reviewer completes their review. There are three options:
| Option | What It Means |
| Before Pay Pool | HLR review occurs before the Pay Pool panel begins |
| After Pay Pool | HLR review occurs after the Pay Pool panel; Pay Pool consensus ratings are visible to the HLR as context |
| Either before or after Pay Pool | HLR review can occur on either side of the Pay Pool panel |
Note: If your organization does not use Higher-Level Review, this setting does not need to be configured.
Configuration Inheritance:
When Pay Pool is enabled and configured at a parent organization, the settings automatically inherit to all subordinate organizations created or imported under it. Child orgs do not require separate configuration unless you need to override the inherited settings.
How To: Enable Pay Pool and Configure HLR Sequencing:
- Navigate to Admin > Manage Organizations.
2. Locate target organization and select ‘Edit.’
3. Select ‘Enable SES Pay Pool’ and/or ‘Enable SP Pay Pool.’
4. Select ‘Higher-Level Review Workflow’ to allow review before, after or either before or after Pay Pool.
5. Select ‘Save Organization’.
6. Navigate to a subordinate organization and verify the setting was inherited.
Next Steps
Once Pay Pool is enabled, proceed to the following setup tasks:
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