The Pay Wizard is a series of screens that guides you through the pay batch process, from creating a new pay batch to closing that pay batch.
An example of the Pay Batch Wizard is shown below.
As highlighted in the example above, the Pay Wizard screens consist of four main sections; the Batch Details section, the Payee Search Options section, 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 allows you to search for specific payees within the batch. For more information, see Searching For Payees below.
The Payee List section lists the payees that are included in the batch. Details are displayed about each payee, such as the payee number, first name and surname and pay quantities. You can double-click any payee that is listed to display the Payee Pay Details screen, which shows detailed information about the pay details of the selected payee at each stage of the pay batch process that has been completed.
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 batch, you can step out of the process at any stage by closing the Pay Wizard 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 > 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.
Searching for Payees
To locate a specific payee within a batch so that you can view their pay details, use the Payee Search Options section of the Pay Wizard screen to search for the relevant payee.
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.
Removing Payees from a Pay Batch
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. If you want to remove multiple payees from the pay batch simultaneously, repeat this step for each payee who is to be removed. | |
2. | In the pay batch header of the Pay Wizard screen, click Remove Payee. 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. |
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