Completing pay runs

After generating a pay run, importing data to it and/or manually adding or editing its data, and verifying that you have included all required data, you can complete (close) it.

Completing a pay run perform subsequent steps in your payroll process, such as viewing insights in reports, exporting bank files, and issuing salary payslips.

To complete a pay run, do the following:

1. In the sidebar, in the Business section, click Payroll.

   

   The Pay Runs tab, which displays all pay runs (open and closed) generated previously, is displayed.

2. View the pay run that you want to complete (close)

   To do this, click View in the Action column.

   

   The pay run is displayed.

   The workflow for completing a pay run depends on whether the payroll group associated with it has a pipeline configured.

3. Do one of the following:

   • If a pipeline is configured for the payroll group associated with the pay run, to complete it, select the option that represents this action from the drop-down menu (if it is available).

     See the following example:

     

     If a pipeline governs the pay run workflow, in the upper-right corner of the generated pay run, a drop-down menu is displayed instead of action buttons.

     This menu displays options that represent the actions that you can perform in the current stage of the pipeline.

     Depending on how the configured pipeline is implemented, you might even require additional approval to complete the pipeline.

   • If no pipeline is configured for the payroll group associated with the pay run, to complete it, in the upper-right corner, click Complete pay run.

     

     If the workflow of the pay run isn't governed by any pipeline, you can perform default pay run actions.

     The actions that you can perform are represented as action buttons in the upper-right corner.

   The pay run is closed.