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Working with Allotment Alerts |
Allotment alerts allow the office and vessel users to be notified on the changes to allotment requests in each vessel. The Pending Compulsory/Voluntary Allotments alerts notify the vessel user as to pending allotments in the System while the Confirmed Compulsory/Voluntary Allotments alerts notify office users as to allotments that are available for approval.
The available allotment statuses are:
Pending - enables you to set this allotment request as pending confirmation from the Vessel Master or the person in charge of accounts.
Confirmed - enables the Vessel Master or person in charge of accounts to confirm this allotment request.
Approved - enables the office user in charge to then approve this allotment request which can then be processed accordingly.
Cancelled - enables you to cancel an allotment request.
Note: The ability to make a change to the status of the allotment would depend on the access rights granted to you.
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Working with Pending Allotment Alerts (applies to both Compulsory and Voluntary Allotments)
Screen Navigation: Home - Alerts - Payroll Alerts - Pending Compulsory/Voluntary Allotments link
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To work with pending allotments alerts: 1. From the HR Manager main menu, click Payroll Alerts under the Home - Alert sub menu. 2. The Payroll Alerts screen is displayed. Then, click either the Pending Compulsory Allotments or Pending Voluntary Allotments link. For the purpose of this lesson, we shall click the 'Pending Compulsory Allotments' link. 3. All pending allotments will be listed on the screen. Double-click on the allotment record that you want to view. 4. The Update Payroll Data screen will be displayed. In the search field, click Go to display the allotment details of the selected crew member. 5. Click on the Crew IPN record to view further details of the allotment. You can change the status of this allotment as required in the Status field. If you change the status of a pending allotment to 'Confirmed', it will then no longer be listed in the Pending Allotments table. You can only view them in the relevant Confirmed Allotments table. The ability to make a change to the status of the allotment would depend on the access rights granted to you. When a pending allotment has been changed to a status of 'Confirmed', the office user can then change the status to 'Approved'. 6. Click OK. Then, click Save at the top of the Update Payroll Data screen to save any changes made.
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Working with Confirmed Allotment Alerts (applies to both Compulsory and Voluntary Allotments)
Screen Navigation: Home - Alerts - Payroll Alerts - Confirmed Compulsory/Voluntary Allotments link
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To work with confirmed allotments alerts: 1. From the HR Manager main menu, click Payroll Alerts under the Home - Alert sub menu. 2. The Payroll Alerts screen is displayed. Then, click either the Confirmed Compulsory Allotments or Confirmed Voluntary Allotments link. For the purpose of this lesson, we shall click the 'Confirmed Compulsory Allotments' link. 3. All confirmed allotments will be listed on the screen. Double-click on the allotment record that you want to view. 4. The Update Payroll Data screen will be displayed. In the search field, click Go to display the allotment details of the selected crew member. 5. Click on the Crew IPN record to view further details of the allotment. You can change the status of this allotment as required in the Status field. The ability to make a change to the status of the allotment would depend on the access rights granted to you. 6. Click OK. Then, click Save at the top of the Update Payroll Data screen to save any changes made.
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