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- Select Incentive under the Operations menu. The Approve Incentive screen appears with all the employees' status as Awaiting Approval.
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title | Fig.60 Approve Incentive |
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Search Employees
The list can be expanded to include all statuses (additionally "Approve" and "Disapprove"), or narrowed down by searching for specific employees. Click Image Added in the Approve Incentive screen and the Search Employee screen appears. Any of the following search criteria may be provided:
- Last Name
- First Name
- Role
- Supervisor
- Facility
- Department
- Schedule
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Approve Incentive - Search Employees
- You can list the Employees whose last name starts with a particular character. For example, to search the employees with last name starting with the character 'L', enter 'L' in the Last Name field to list employee, such as 'Kevin Larson', 'Kate Lavan' and so on. You can apply the wild card character to any of the search criteria.
If no search criteria are specified, all records will be listed in the 'Search Results' section.
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To approve or disapprove incentive: - Select the "Select" check box of each employee in the list to be approved or disapproved.
- Check either checkbox in the Approve or Disapprove columns: "Approve" to approve the incentive pay, or "Disapprove" to deny the incentive pay for the specified review period.
- If a record is to be disapproved, a "Reason Code" must be selected.
- Click Submit.
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Image Added Approve or Disapprove Incentive - You cannot edit the records where the approve status is Approve or Disapprove.
- If you have made the changes in the fields and do not want to save the details, click Reset before you save the changes.