Page 30 - Administrator Help Manual

Help Manual
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Auditing
1. Both super and normal administrators have access to audit payments for managers. To do this,
ensure that the Auditing view is active by selecting this button on top of the form.
2. Under the Audit column, there are icons indicating the auditing status for each payment:
a. The blue eye icon indicates that the payment has not been audited yet.
b. A green tick icon indicates that the payment has been audited and approved (you can hover
over the icon for more information).
c. A red cross icon indicates that the payment has not been approved (you can hover over the
icon for more information).
3. To audit a payment, click on the blue eye icon and select from the two options (approve or
decline).
4. Add a comment in the space available if action is required by the manager. They will see the
comment on their Dashboard alerts when they log in. Hold in Shift > Enter to submit the
comment.
5. Click off the auditing window to return to the Statement page.

Voiding and Deleting Entries
Managers and normal administrators have access to void payments from the statement page. They
cannot permanently delete payment records. Only super administrators have access to delete payment
records.
1. Acting as a super administrator on the Statement page, select the payment entry or reversed
payslip entry you want to permanently delete.
2. Click on the red Delete button next to this entry.
3. Accept the warning in the pop-up window.
4. The entry has been permanently deleted now.
5. You only use the delete button to help managers “clean up” their statement page. This is
particularly relevant when a manager first starts to use Self Manager and make a lot of mistakes.
Voiding payments is appropriate in most cases.

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