The Payments function of the Integrata® Service Platform is a secure and efficient way to check and approve payroll payment batches. The application performs automated checks on each payment batch and notifies them to the payment reviewers.
The Payments function is only accessible to separately defined payment processors in the application. Payment history and reports are available in one centralized location, and the payroll team can easily get information about any flagged observations in the process.
- The application automatically sends notifications and reminders to the designated payment handlers when a new payment batch is available, or an existing one is approaching its due date.
- Payment processing can be performed in a web browser or on a mobile device.
Payment process
Customer-specific settings and the service process are defined during the definitions of the payments function.
Payment definitions
There can be either one or two payment handler levels. For each level, a required number of approvals is specified, indicating how many individuals must approve for the level to be considered complete. A single level may include multiple individuals, and the settings can be configured so that approval from just one person is sufficient.
- A user can only be assigned to one approval level within the application.
- There are two levels, or roles: Reviewer and Approver.
Payment approval can be bypassed for specifically defined payment batches.
The application is integrated with the payment system.
Approval levels and the individuals assigned to them can be easily configured for each company. Approver permissions can also be set individually for each company to match specific needs.
Once a payment batch has been fully processed, an approval notification can be sent to a specified email address — for example, to the finance department.
The approval notification includes the following details:
- Company
- Amount
- Payment date
If two approval levels are in use (Reviewer and Approver), the Approver group can, if necessary, be restricted from viewing employee-level payroll breakdowns.
- Payment batch details: Company, Total Amount, Number of Payments, Payment Date
- Payment batch handlers, their roles, and any comments they may have added.
In a two-level approval process, unreviewed payment batches can be hidden from Approvers.
- The Approver will receive a notification about a new payment only after it has been reviewed.
- If the payment approval deadline is approaching, the application will send a notification to the Approvers even if the batch has not yet been reviewed.
- This ensures that payment batches are not delayed if the Reviewer is unavailable.
Reporting
A summary report of all company-specific payments approved through the application can be easily exported from the browser interface, for example for audit purposes. The report is generated in PDF format for the selected time period, separately for each company.
The report includes:
- Summary details of approved payment batches: total amount and payment date
- Name of the payment file
- Names and timestamps of the approver and reviewer, along with any comments.
The report does not include any employee-level payroll details. All data is stored in the application for six years.
Did not find what you were looking for?
You didn’t find solution from our knowledge bank? You can send a message to our customer service or get in touch with our specialists.