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As highlighted in the example above, the Pay Wizard screens consist of four main sections; the Batch Details section, the Payee Search Options sectionfields, the Payee List section and the Batch Totals.
The Batch Details section displays details that identify the batch, such as a unique system-defined batch number and the pay group and date range of the pay period for which the batch has been created.
The Payee Search Options section fields allows you to search for specific payees within the batch. For more information, see Searching For Payees below.
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The Batch Totals show a summary of the overall pay figures for all payees in the pay batch, such as total taxable wages, total gross and net deductions and total reimbursements.
When processing a gross wage pay batch, you can step out of the process at any stage by closing the Pay Wizard navigate away from the Pay Wizard screen at any time and the batch will be saved at its current stage.
When you are ready to resume processing the batch, you can select the batch in the Portal > Payroll > Pay Process > Pay Batch Run > Pay Batch List screen and re-open the Pay Wizard. The Pay Wizard will re-open the batch at the stage at which the process was stopped.
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To locate a specific payee within a batch so that you can view their pay details, use the Payee Search Options fields section of the Pay Wizard screen to search for the relevant payee.
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To search for a payee, key in the payee number, payee surname and/or payee first name in the fields within the Payee Search Options section of the screen and click Find.
The payee matching the information you specify will be highlighted within the payee list, as shown in the next example.
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Removing Payees from a Pay Batch
A payee, who is initially included in a pay batch, can be removed from the pay batch at any stage of the pay batch process prior to the batch being closed, thereby preventing the payee’s pay being processed in the batch if necessary.
To remove a payee from a pay batch, follow the procedure below.
How to Remove Payees from a Pay Batch | |
On the Pay Wizard screen, click the checkbox next to the name of the payee to be removed from the pay batch so that a tick is displayed against the payee, as shown in the example below. If you want to remove multiple payees from the pay batch simultaneously, repeat this step for each payee who is to be removed. | |
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At the top of the Pay Wizard screen, |
click Remove |
Payees. A confirmation message opens, prompting you to confirm the removal of the selected payee(s) from the pay batch. |
3.
To continue to remove the selected payee(s), |
click Delete. The confirmation message closes and the selected payee(s) are removed from the pay batch. |
Moving Between Pay Batch Stages
To complete a pay batch you must progress the pay batch through each of the pay batch stages. You can do this one stage at a time or you can skip between pay batch stages.
Skipping pay batch stages allows you to omit pay batch stages that are not relevant to your payroll process or where you will not be making any manual adjustments.
For example, if you do not expect to be making any manual adjustments in a pay batch at all, you can skip directly from the Manual Items stage (first pay batch stage) to the Review stage (last pay batch stage). At the Review stage, you can then run reports to check the payroll data that has been processed in the batch and, if you then find that a manual adjustment does actually need to be made at a certain pay batch stage, you can skip back directly to the relevant stage, make the necessary adjustments, skip forward to the Review stage again and close the batch.
When you skip forward between pay batch stages, all stages in between are still calculated without the need to click through each stage.
The example below shows how you can progress a pay batch to the next stage or skip forward to another pay batch stage.
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If you need to return to a prior pay batch stage, you can do so one stage at a time or you can skip back to a specific stage, as shown in the next example.
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| Note |
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When you revert to a prior stage in the pay batch, everything that has been calculated in the pay batch after the stage to which you are reverting is undone. That includes any manual adjustments that were made at any pay batch stage since the stage to which you have reverted. |
Viewing Pay Batch Reports
The Payroll module provides standard payroll reports that can be run at any time by payroll staff to check and reconcile payments that are made during the course of payrolling payees.
Standard payroll reports can also be run during the pay batch process to check the payment information that is processed at that pay batch stage. For example, at the Tax stage of the pay batch, you can run the Tax Withholding report to check the tax amounts that have been calculated in the pay batch. This helps you identify any potential adjustments that might be required before you proceed to the next stage of the pay batch. Once a report becomes available at a given pay batch stage, it remains available for each subsequent pay batch stage.
To run a payroll report during the pay batch process, click Report at the top of the Pay Wizard screen. The Pay Report screen will open in a separate web browser window tab, as shown below.
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You can then select the relevant report that you want to run in the Report Name field, key or select any other filtering criteria and click Show Report to run the selected report.
See also:
| Child pages (Children Display) |
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