Processing a pay batch is a multi-stage process that involves the following:
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How to Add a New Adjustment Pay Batch | ||
Navigate to Payroll > Pay Process > Pay Run. The Pay Batch List screen opens. | ||
2. | Click Add. The Pay Wizard – Create Batch screen opens. | |
3. | In the Type field, select Adjustment Batch. An Adjustment Pay Period section appears at the bottom of the screen. | |
4. | In the Pay Group field, key in the name of the pay group you will be paying in this pay batch. You can use leading and trailing wildcards (%) to partially match the pay group name. For example, % Blue Collar will match all pay group names such as Full-time Blue Collar or Part-time Blue Collar while Full-time % will match pay group names such as Full-time Blue Collar or Full-time White Collar. If you do not know the name of the relevant pay group, leave this field blank. | |
5. | Click Search. The pay groups matching the name you specified are listed in the Results section of the screen or, if you left the Pay Group field blank, all available pay groups are listed. | |
6. | In the Results section of the screen, click the radio button next to the relevant pay group. The pay group is selected and a list of closed pay periods for the selected pay group is displayed in the Adjustment Pay Period section at the bottom of the screen. |  |
7. | In the Adjustment Pay Period section, click the radio button next to the pay period for which the adjustment batch is to be created. The pay period is selected the Payment Date field at the top of the Adjustment Pay Period section of the screen is enabled. |  |
8. | In the Payment Date field, select the the date on which earnings processed in this pay batch will be paid to payees. | |
9. | If you want to process the adjustment pay batch to balance pay and accrual data in the system without actually effecting payment of payees, click Balancing Payment. | |
10. | Click on Only Include Payees With Timesheets if the pay batch is to only include payees who belong to the pay group you selected and have at least one timesheet for the period of this pay batch. If you select this option you will be unable to manually add pay items, adjust accruals or terminate the employment of any payees who belong to the pay group you have selected but that do not have any timesheets for the period of the pay batch. Skip this step if you want to include all payees who belong to the selected pay group in the pay batch regardless of whether they have any timesheets for the period of the pay batch. | |
1011. | Click Create Pay Batch. The adjustment pay batch is created, its status is set to Open and the Pay Wizard – Manual Items screen opens to allow you to begin processing the pay batch. | |
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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.
INSERT SCREENSHOT
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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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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