Payments

Payment roles

Only users who have been specifically assigned to the payment processor role can see the “Payments” functionality in the Integrata®ServicePplatform. The functionality is mainly only used by users involved in the payroll process within the company.

For each company, it is possible to define how many individuals are required for the review and how many for the approval before a payment is fully authorized. The same payment processor role can have several people.

A payment processor can have the role of:

• Reviewer (Level 1)
• Approver (Level 2)

One person cannot be on both levels. One company might only have approvers if only one level approval process is required.

Reviewer

A Payment Reviewer is typically a user role similar to a lead or primary reviewer. This role is responsible for conducting detailed checks at the individual level, such as verifying payroll information.
The Reviewer can:

• See the list of payments
• Open payment details and related payslips
• Mark a payment as reviewed or reject it
• Generate a company-specific summary report of payments (PDF)
• Choose whether to send a notification to the approver
• Review payments using a mobile device or a web browser

Approver

The Payment Approver role can be used in the same way as the Reviewer role, or it can be configured with limited access to individual-level data.
The Approver can:

• See the list of payments
• Open payment details and related payslips
• Mark a payment as reviewed or reject it
• Generate a company-specific summary report of payments (PDF)
• Approve payments using a mobile device or a web browser