For all the claim submissions that you have approved or rejected, it will all be shown in the Staff Reports.
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3.2.3.1 Approval History
In the event you want to trace back the approval history, you can click into the claim submission, and navigate to the ‘Approval History’ tab. Here, you can view all the approval history on this particular claim submission.
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The Staff Reports subsection provides a comprehensive view of all claims that supervisors have approved or rejected. This feature ensures supervisors can trace their actions and revisit specific claims when needed.
Steps to Access Staff Reports:
Navigate to the Staff Reports page from the Supervisor section.
Review the table, which displays key details such as Employee Name, Claim ID, Claim Item, Claim Type, Status, and Submission Date.
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Approval History:
Select a claim from the Staff Reports list.
Navigate to the History tab in the right-side panel to view all approval actions taken on that claim, including the approver's name, date, and status.
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This section allows supervisors to maintain accountability and provides an audit trail for all their decisions.
Next section covers Non-Reimbursable Reports