Approving Allotment Requests

To approve pending/confirmed allotments:

1. From the HR Manager main menu, click Payroll Alerts under the Home - Alerts sub menu.

2. The Payroll Alerts screen is displayed. Then, click either the Pending/Confirmed Compulsory Allotments or Pending/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 approve.

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. In the Status field, change the status of the allotment to 'Approved'.

6. Click OK. Then, click Save at the top of the Update Payroll Data screen to save any changes made.

To cancel pending/confirmed allotments:

1. From the HR Manager main menu, click Payroll Alerts under the Home - Alerts sub menu.

2. The Payroll Alerts screen is displayed. Then, click either the Pending/Confirmed Compulsory Allotments or Pending/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 cancel.

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. In the Status field, change the status of the allotment to 'Cancelled'.

Note: Allotments that have been approved cannot be cancelled.

6. Click OK. Then, click Save at the top of the Update Payroll Data screen to save any changes made.