Change Status to Ready for Audit

Change Salary Adjustment Status to "Ready for Audit."

When salary adjustments are first automatically run or entered manually, they are put automatically into the "new" status by the system. The first step in kicking-off the auditing process is to change that status from "new" to "ready for audit."

Applicable System Roles

  • Human Resources
  • Administrators

Step-by-Step Instructions

  1. Go to Salary Adjustments in the left hand vertical navigation menu. 
     
  2. By default the grid will show salary adjustments in all statuses. To reduce the grid to only "new" salary adjustments, click the "New" link at the very top of the screen (the "new" link is right under the bold page title). 
     
  3. Carefully review each of the salary adjustments by clicking on them to view their Details below the grid. 
     
  4. If you identify issues with the salary adjustments you can edit or delete them, or, if you need more time to investigate the issue, you can put them "on hold." 
     
  5. Once you have confirmed that the salary adjustments appear correct, you can change the status to "Ready for Audit." 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 "Ready for Audit"
  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 "This salary adjustment looks ready for audit." In the "Status Change Comment."
     
  4. Select "Ready to Audit" from the Salary Adjustment Status drop-down menu. 
     
  5. Click the Save button. 

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

Convert Multiple Salary Adjustment Records to "Ready for Audit" 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 "This salary adjustment looks ready for audit." In the "Status Change Comment." This exact comment will be applied to all unfiltered/visible salary adjustment records in the grid. 
     
  4. Select "Ready to Audit" 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 "Ready to Audit" status, go to the Salary Adjustments page and click the "Ready for Audit" link at the top of the screen. The grid will be filtered to only show records that are in the "Ready to Audit" status. 


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