Runs waiting for you are on Home under Pay runs at your step, and the bell tells you when one is sent for approval.
Approve
- Open the run and look at its lines, totals and exceptions.
- Record a review of every exception that needs review: see Exceptions: what stops a run.
- Choose Approve (second person). On an install that is not connected to Core's front door, the button is Approve.
- In Approval by a second person, the approver types their own Approver's sign-in and Password, and chooses Approve.
The password goes to Core's front door only. Payroll receives a one-time approval for exactly this run and its gross total, and records who gave it. In the sandbox, the dialog says to approve as supervisor with the demo password.
The approval is refused when:
- the approver prepared the run;
- the approver's access level does not approve pay runs;
- the run has changed since it was approved: calculate it and approve it again;
- the approval has expired: confirm again.
Finalise
Once it is approved, choose Finalise. Finalising:
- marks the run's time as paid;
- creates everyone's payslip;
- sends each person's outcome for each role to HR, and the wage cost of training time to Training;
- tells the preparer.
The run's People panel shows who prepared, reviewed, approved and finalised it.
Was this helpful?