Searching for Existing Back Pay Batches

The Back Pay/Retro Payee Details Batch List screen allows you to search for and to list existing back pay batches. Depending on the status of an existing batch, you can open the batch in the Back Pay Batch Wizard, modify the batch, complete any incomplete batch stages and release the batch if necessary.

To open the Back Pay/Retro Payee Details Batch List screen, click Back Pay/Retro Payee Details at the top of the Rates and Rules application window. The Back Pay/Retro Payee Details Batch List screen is shown below.

The Back Pay/Retro Payee Details Batch List screen is labelled Back Pay Batch List if you have security permission to process Back Pay but not Retro Payee Details. The Back Pay/Retro Payee Details Batch List screen is labelled Retro Payee Details Batch List if you have security permission to process Retro Payee Details but not Back Pay.

The table below lists and describes the different statuses that can apply to an existing back pay batch listed in the Back Pay/Retro Payee Details Batch List screen.

Batch Status	Description
Open	Indicates the batch has been created but has not been processed fully. You can open any batch that is in this status for editing and to complete processing the batch.
Released	Indicates the batch has been released for processing by the Interpreter service but is yet to be processed by the Interpreter. You cannot edit released batches. However, you can list released batches in the Back Pay/Retro Payee Details Batch List screen to check which batches are waiting to be processed.
Closed	Indicates the batch has been released and processed by the Interpreter service. You cannot modify closed batches. However, you can list closed batches in the Back Pay/Retro Payee Details Batch List screen to check which batches have been applied successfully.
Cancelled	Indicates the batch has been cancelled. This means the batch will not be processed by the Interpreter and, therefore, will not have any effect on pay rates. You cannot modify cancelled batches. However, you can list cancelled batches in the Back Pay/Retro Payee Details Batch List screen to check which batches have been cancelled.
Failed	Indicates the batch was released for processing by the Interpreter service but failed to be processed successfully. You cannot modify a failed batch. If a batch fails, you must create and release a new, identical batch for processing by the Interpreter. You can search for failed batches via the Back Pay/Retro Payee Details Batch List screen to determine if any batches have failed to process successfully.

By default, the Back Pay Batch List screen lists all back pay batches that meet all of the following criteria:

have a status of Open
belong to the country to which you are assigned
are of any batch type.

Using the Search section at the top of the Back Pay/Retro Payee Details Batch List screen, you can specify different search criteria and therefore you can list existing Back Pay batches that meet your specific criteria.

How to Search for Back Pay Batches

To use the Back Pays Batch List screen to search for existing Back Pay or Retro Payee Details batches, follow the procedure below.

1.

In the Search section of the Back Pay Batch List screen, select the relevant option in each field or, where appropriate, leave the default option selected.

Country

Country to which the batch belongs. This defaults to the country to which you are assigned. To search for batches belonging to a country other than the default, select the relevant country in this field.

Alternatively, select Any Country to search for batches regardless of the country to which they belong.

Batch Stage

Current stage of the batch. This defaults to Any, thereby allowing you to search for batches regardless of their current stage.

If you want to search only those batches currently at a certain stage of the batch process, select the relevant batch stage in this field. For example, select Agreement Selection if you want to find only those batches that are currently in the Agreement Selection stage.

Batch Status

Current status of the batch. This default to Open, thereby allowing you to search for those batches that are currently in the Open status.

To search for only those batches that have a status other than Open, select the relevant batch status in this field. For example, select Cancelled if you want to find only those batches that have been cancelled.

Alternatively, select Any to search for batches regardless of their statuses.

Batch Type

Determines the batch type that must apply to the back pay batch. This defaults to Any, thereby allowing you to search for batches regardless of the batch type.

2.

Click Search.

Existing batches matching the search criteria you specified are listed in the list at the bottom of the Back Pay Batch List screen. The list is empty if no batches matching your search criteria are found.

You can open a Back Pay batch, which is listed in the Back Pay Batch List screen, in the Back Pay Batch Wizard to view or to edit the batch, so long as the status of the batch is Open. To open a batch for viewing or editing, click the view action next to the relevant batch within the list.