Payments
Payment reviewing
Users with the payment handler role receive automatic notifications when a payment batch is awaiting review or approval. Once the payment has been fully processed, it is sent to the bank for execution.
In the Payments function, you can view a list of payment batches that have been submitted for processing. By default, the list displays batches that are currently awaiting action. You can filter the view by processing status or date to narrow down the results. Payment processing can be carried out either via the web browser or on a mobile device. However, the browser version offers access to a broader range of tools and functionalities.
- Users assigned the Approver role are shown the Approve function, while those with the Reviewer role see the Review function accordingly.
- When you open a specific payment batch from the list, you will see related information organized under separate tabs: Summary, Payment Transactions, and Payslips
Payment Summary
On the Summary tab, you can see which reviewers and approvers have already reviewed or approved the payment, and who still has it pending. You can also view key payment details, such as the payment date, the number of payment transactions, and the current status of the payment.
- As a handler, you can view a summary of the comments added to the payment batch
- The Summary tab also displays an up-to-date timeline view of the payment process. If payment feedback is available from the bank, it will be shown on the timeline
- Use the tabs to navigate to more detailed, employee-level information
- In addition to the summary, the page displays a timeline view of the different stages of the payment batch process
Payment transactions
Through the Payment Transactions tab, you can review the payment transactions and payslips related to the payment batch.
In the browser application, under the Changed section, you will see the differences compared to the previous corresponding payment batch. Changes are displayed only if the two previous corresponding batches have been processed in the application.
- Different types of changes are indicated by various symbols. By default, all are selected — you can filter the view by activating only the desired selections
- If desired, you can open an individual employee’s payslip to review its details
- A single payslip can be flagged by marking it for correction
Payslips
From the Payslips tab in the Payments function, you can access an alphabetical list of payslips.
Similar to the Payment Transactions tab, you can flag individual payslips by using the Mark for Correction button. This marking option is available when you open an individual payslip.
Correction Request
You can submit a correction request, also known as flagging an individual payslip.
- Mark the payslip for correction, or when rejecting the payment batch
- Enter a comment explaining why it has been flagged for correction, then save
- The payment cannot be approved if it includes even one flagged payslip
Correction requests are forwarded directly to your Integrata payroll service-team upon rejection.
Payment Confirmation or rejection
A separate confirmation is requested for payment approval/review.
- If you are rejecting the payment, you will be asked to provide a reason for the rejection. In addition to this comment, any notes made on the payslips will be forwarded to your Integrata payroll service team.
- You may add an optional comment when confirming the approval.
- The reviewer can also choose at this stage whether to send a notification to the approver.
