Follow this guide to check and Approve a pay run.
Overview #
When you approve a pay run, you initiate a sequence of automated steps:
- First, a pay-run workflow is launched.
- Then, multiple report workflows are launched.
- When all of these workflows are completed successfully, the pay run is finally approved.
- If anything goes wrong, you can handle exceptions and even disapprove the entire pay run
Before Approval #
Before approving a Pay run, you must check the pay run logs and then all reports.
Pay run Logs #
Pay Runs > View > Logs tab will display any issues with the Pay run.
Pay Run Reports #
The software provides a straightforward way to do this in Pay Runs > View > Reports tab. Click on the View button for each report, and a summary will be shown below:
Ensure you recognise all values being displayed. Different types of reports display different data, but you must check each one. Skipping this app is the number one reason for unsuccessful pay run approvals.
If you have made any updates following a previous pay run and are trying to approve it, the system will require you to redo the pay run before approval.
Approval #
Pay runs > select the Company and click Approve:
If you have multiple administrators, you will be asked to Assign the task to yourself by clicking Done. If you have only one administrator, this step is skipped.
On the final Approve view, verify that all reports are okay (Green “Done”). If there are any warnings, ensure that they have been previously verified and the reason is known.
Next, change Approved from No to Yes: Approve as final..., tick the Confirm box and click Done:
Checking Approval completion #
Your pay run will be approved after a short delay.
Any online reports will be submitted, and any payslips will be updated from ‘not approved’ to ‘final’. The usual way to confirm that the pay run approval has been completed is when the next pay run is automatically started and visible in Pay runs.
If you need to handle or pay exceptions, see this guide.