Processing a pay batch is a multi-stage process that involves the following:
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Once the pay batch is created you can step through and apply each stage of the process by clicking the right arrow button in the top right-hand corner of the Pay Wizard screen as shown below.
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Before you apply a stage you can click the View button next any payee that is listed in the payee list on the Pay Wizard screen in order to view the details of what will be applied for that given payee when the current stage is applied. An example of this is shown below.
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The payee’s pay details are displayed in the Payee Pay Details screen and, depending on the current stage of the pay batch, this screen also allows you to perform various actions that can affect the payee’s pay in the pay batch.
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Any stages of the pay batch process that you apply can be reversed while the batch is still open. This can be done by clicking the left arrow button in the top right-hand corner of the Pay Wizard screen, as shown below. INSERT SCREENSHOT You can also cancel a pay batch at any point while the batch is still open, thereby reversing all stages of the pay batch that have been applied and preventing the batch from being processed. To do this, click the Cancel Batch button at the top of the Pay Wizard screen. |
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checking the columns in the payee list on the Pay Wizard screen to view the pay result for payees in the batch at each stage of the process
checking the pay batch totals at the bottom of the Pay Wizard screen
display the Payee Pay Details screen for an individual payee and stepping through each stage on the screen to view detailed information about the payee’s pay elements at each stage of the process
clicking in the top left-hand corner of the Pay Wizard screen and running reports on the pay data in the pay batch.
Once you have reviewed the batch and found no issues you can close the batch. Closing a batch has the following effects:
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How to Close a Normal Pay Batch | |
At the top of the Pay Wizard screen, click Close Batch. A confirmation message opens prompting you to confirm closing of the batch. | |
2. | If you want to close the batch and close the current pay period for the pay group, click Close current pay period. If you select this option it will not be possible to process any more pay batches for the pay group to which the pay batch corresponds, for the current period. |
3. | Click Yes. The status of the pay batch changes from Open to Closed, the Pay Wizard screen closes and a confirmation message opens to indicate that the pay batch has been closed. If you chose to close the pay period as well, the status of the current pay period for the pay group changes from Open to Closed and the status of the next pay period for the pay group changes from Inactive to Open. |
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How to Close an Adjustment Pay Batch | |
At the top of the Pay Wizard screen, click Close Batch. A confirmation message opens prompting you to confirm closing of the batch. | |
2. | Click Yes. The status of the pay batch changes from Open to Closed, the Pay Wizard screen closes and a confirmation message opens to indicate that the pay batch has been closed. |
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