Follow this article on how to set up auto-approval of scheduled pay runs. Note that any custom or on-demand pay
runs are never auto-approved and their handling is the responsibility of the administrator.
Setup #
Auto-approve for pay runs is set on the pay schedule: Company setup > Pay Schedules and Update the relevant schedule.
Tick the Auto-approve box and click Update:
The summary table dates on the pay schedule control when various steps will occur – these are Prompts start, Prompts end, Approvals begin as well as Target payday and Actual payday
Operation #
During the pay schedule, the following will occur:
| Task | From date | To date | Example | Notes |
|---|---|---|---|---|
| Tax coding notices | Prompts start | Prompts end (1-day before Approvals begin) | 21st – 25th | Uses GB HMRC DPS Data- feed |
| Pay run redo | Approvals begin | 1-day before Target payday | 21st – 25th | |
| My documents | Visible by employees and privileged employees | Accessed by self-service | ||
| Pay run approval (finalisation) | Pay run redo (to date) + 1-day | Target payday | 26th – 28th | Auto Submit FPS, EPS Auto Submit API pension report Auto post API bookkeeping journal |
| Next interim pay run | Immediately after pay run approval and all reports are completed successfully |
My Dashboards #
The status of all pay runs can be viewed in My dashboards > Pay Run Calendar:
