Description: In this topic, the user will learn about payroll batch automation. The batch automation process includes the steps Validate, Process, and Approve. Click the green Validate or Process button to start the process and be prompted for a payroll batch automation decision. See alert screenshots below.
*Please note: This feature is an instance-level setting. Submit a support ticket to enable it.
Role Required: Super User, Payroll Team
Permission Required: N/A
If negative paycheck validation is Active the first step will be Validate. Proceed to step 2. If negative paycheck validation is Inactive the first process will be Process. Proceed to step 3.
Click Validate then Yes to confirm batch when prompted
The alert window will populate asking "Would you like the system to automatically process and approve this batch when validation is complete?"
Click Yes to start the payroll batch automation
Click No to decline the payroll batch automation process and proceed manually
Click Process then Yes to process batch when prompted
The alert window will populate asking "Would you like the system to automatically approve this batch when processing is complete?"
Click Yes to start the payroll batch automation
Click No to decline the payroll batch automation process and proceed manually
The payroll batch automation will automatically run through the steps Validate, Process and Approve if automation was selected. Proceed with other tasks within DCI while payroll batch automation runs.
If messages templates Processed or Approved are Active, the user will receive a message and optionally a notification, when the step is completed OR
Refresh the browser to update the batch processing status
When the payroll batch automation is complete, the status changes to Transmitted
Batch processing is now complete, proceed to the Reconcile step if needed
Optionally, view the payroll batch automation decision details on the batch details page by clicking the events tab
Subject column - Batch Automation Confirmed or Batch Automation Declined
Added By column - The name of the user who made the decision
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