Lumary WFM - This article provides an introduction to pay batches.
A pay batch utilises employees' timesheets and pay transactions to calculate tax and superannuation, which results in the generation of Pay Advices (payslips) and a Payment File (ready to send to a bank).
Required and supported packages
Available with: Lumary WFM (Payroll)
Supported in: Lumary DC
A typical pay batch process includes, arranged in order:
- create a pay batch
- review a pay batch
- calculate a pay batch
- adjust a pay batch (optional)
- viewing, actioning and acknowledging flags
- finalise a pay batch
- create pay advice
- create payment file
Before running a pay batch, ensure that timesheets are approved and pay transactions have been created. If you have not completed those steps, head over to review, approve and process timesheets.
For all pay batch related activities, navigate to the Pay Batch tab within Lumary. You can do so by either:
- Clicking on the Pay Batch tab if it’s available on the top tab bar. Or,
- Clicking on the App Launcher icon (nine dots on the top left hand side of the screen) and type in Pay Batch.
Table: Pay batch status
|
Status Name (in order) |
Definition |
|---|---|
| Uncalculated |
When a new pay batch is initially created, it’ll have a status of Uncalculated and be ready to commence review. Only the units and gross values are displayed within the summary. Once the payee pay batch is calculated additional details will be provided. |
| Calculated |
Once the calculation process is complete and successful, the payee pay batch will be updated to Calculated. Pay batch will now display a total gross and total net. Any applicable PAYG |
| Calculate Failed |
Once the calculation process is complete but unsuccessful, the payee pay batch will be updated to Calculate Failed. The reason for the failure must be addressed before the pay batch can be calculated again. Generally a failed calculation means that an error has been found with one or more of the records associated with the pay batch. If this occurs, a debug log will be created to provide the details of the error. |
| Finalised | Once the finalisation process is complete and successful, the status of the pay batch will be updated to Finalised. Pay advices can now be created. |
| Finalise Failed |
Once the finalisation process is complete but unsuccessful, the status of the pay batch will be updated to Finalise Failed. The reason for the failure must be addressed before the pay batch can be finalised again. Generally, a failed finalisation means that an error has been found with one or more of the records associated with the pay batch. If this occurs, a debug log will be created to provide the details of the error. |
| Pay Advice Created | Once the pay advice creation process is complete and successful, the status of the pay batch will be updated to Pay Advice Created. A draft of the pay advice document can now be viewed. |
| Payment File Created | Once the payment file creation process is complete and successful, the status of the pay batch will be updated to Payment File Created. The payment file can now be submitted for approval (if applicable) and released. |
| Payment File Released | Once the payment file is downloaded, the status of the pay batch will be updated to Payment File Released. The payment file is downloaded to your computer and is now ready to be uploaded to your online banking system |
The articles in this part of the Help Centre are organised around key steps in running the pay batch process, as outlined at the beginning of this article. Find out more about how to create a pay batch to get started.