Supervisor Introduction

The Supervisor Section is a specialized area in the system that provides supervisors with access to claim approval and reporting functionalities.

Only users with approval permissions can access these features, ensuring that sensitive claim management tasks are handled appropriately.

Sub-Sections Explained

Pending Approvals
- Purpose: This is where all claims submitted by employees under your supervision are listed.
- Grouping: Claims are categorized based on Job Groups, making it easier to locate and manage specific claims.
- Actionable Features: Supervisors can review, approve, reject, or put claims on hold directly from this section.
- Why It Matters: This ensures a streamlined and organized process for handling multiple claims efficiently.
Staff Reports
- Purpose: Displays all claims that you have approved or rejected.
- Data Insights: Helps you track your decision history and ensure accountability for all actions taken.
- Key Benefit: Useful for supervisors to audit their approvals and understand claim trends within their team.
Non-Reimbursable Reports
- Purpose: Designed specifically for the Finance Department, this report tracks non-reimbursable claims.
- Details Covered: Lists claims that are excluded from the reimbursement cycle but require manual journal entries in systems like mySoft ERP.
- Significance: Ensures financial records are accurate and up to date for claims that don't result in reimbursement.
Professional Study Scheme Report
- Purpose: Tracks and manages claims related to professional development or study expenses.
- Why It's Important:
  - Assists administrators in monitoring claims submitted for educational purposes.
  - Helps ensure compliance with organizational policies for professional development benefits.
- Use Case: For HR or administrative teams managing employee claims for professional certifications or courses.

Default Page: Pending Approvals

When accessing the Supervisor menu, the Pending Approvals page will be displayed by default. Detailed instructions for managing Pending Approvals will be covered in the next section.