Temporarily Place a Salary Adjustment "On Hold" During the Auditing Process

Sometimes it is necessary to put a salary adjustment record "on hold" during the auditing process so that it can be investigated or updated based on new circumstances or information.

Salary adjustments can be changed from any pre-employee-approval state to "on hold" whenever necessary and can be moved from "on-hold" back to an active state at any time. 

Applicable System Roles

• Human Resources
• Administrators

Step-by-Step Instructions

1. Go to Salary Adjustments in the left hand vertical navigation menu. 
    
2. You can change the status of any record (with the exception of ones in the "employee approved" state) to "on hold." You can do this one salary adjustment record at a time, or change the statuses of multiple salary adjustment records at one time:

Convert a Single Salary Adjustment Record to "Hold"

1. Click the salary adjustment record to view its Details below the grid. 
    
2. In the Details area below the grid, click the Change Status link. 
    
3. Enter a comment such as "Karen's stipend has not been approved yet, so her salary adjustment is not ready." In the "Status Change Comment."
    
4. Select "Hold" from the Salary Adjustment Status drop-down menu. 
    
5. Click the Save button. 

Note: To see all salary adjustment records that are in the "Hold" status, go to the Salary Adjustments page and click the "Hold" link at the top of the screen. The grid will be filtered to only show records that are in the "Hold" status. 

Convert Multiple Salary Adjustment Records to "Hold" at One Time (Bulk Status Change)

1. If you do not want to change the status of every salary adjustment record in the grid, use filters to reduce the grid to show only records whose status you want to change. This is important because when you make the bulk status change, it will change the status of all unfiltered/visible records in the grid. 
    
2. Once the records are properly filtered, click the "Change Status" link at the top of the grid. 
    
3. Enter a comment such as "Need to investigate because employee may be eligible for a longevity bonus." In the "Status Change Comment." This exact comment will be applied to all unfiltered/visible salary adjustment records in the grid. 
    
4. Select "Hold" from the Salary Adjustment Status drop-down menu. This exact same status will be applied to all unfiltered/visible salary adjustments in the grid. 
    
5. Click the Save button. 

Note: To see all salary adjustment records that are in the "Hold" status, go to the Salary Adjustments page and click the "Hold" link at the top of the screen. The grid will be filtered to only show records that are in the "Hold" status.