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Roles Required: Super User, Supervisor

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nameStatus - Quick Reference.pdf
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Contents:

Table of Contents

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Payroll/Billing Batch Status

Description

Punch Status

Billing/Payroll Entry Status

Actions

Pending

A batch has been created

Batched

N/A

  • Add/remove punch entries
  • Process Batch

Canceled

All entries have been removed from a pending batch

N/A

N/A

None

InProcess

The batch is in process. This step can take anywhere from a few minutes to a few hours to complete.

Batched/ Processed

Pending

  • None
  • Users can perform other tasks in the system while this step finishes

Processed

The batch has been processed and payroll/billing entries are ready for review

Processed

Pending

  • Billing/Payroll Entries
  • Approve Batch

Approve InProcess

Approval is in process. This step can take anywhere from a few minutes to a few hours to complete.

Processed

Pending/ Approved

  • None
  • Users can perform other tasks in the system while this step finishes

Approved

The batch has been reviewed, approved, and is ready to be transmitted to payroll/billing.

Processed/ Paid

Approved

  • Transmit Batch

Transmitted

The batch has been approved and transmit files have been generated

Processed/ Paid

Approved

  • Download Files
  • Reconcile Batch

Reconciled

Billing/Payroll Entries in the batch have been paid

Paid

Paid

  • Edit Billing/Payroll Entries

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