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This guidance is for Lumary WFM/DC. For help with a different Lumary product, check out our Care Management (CM), Allied Health (AH) or Applied Behavioral Analysis (ABA) guides.

Create a pay batch

Updated

Lumary WFM - This article explains how to create a pay batch.

Pay batch creation is the first step in running a pay batch. Once a pay batch is created, the units and gross values of all pay transactions are displayed for each employee and are ready for review. 

Required and supported packages

Available with: Lumary WFM (Payroll)

Supported in: Lumary DC

This article assumes that you have read through introduction to pay batches and ensured that timesheets are approved and pay transactions have been created. If you have not completed those steps, head over to the related link.

  1. On the Pay Batch screen, click New.
  2. Click the + button, next to Create Pay Batch. The screen Step 1: Select Filters will appear.
  3. Select the filter required for the Pay Batch:
    • Basic: offers minimum key fields to be populated.
    • Advanced: not commonly used but provides more specific filters on top of the basic filters (e.g. ability to filter for expense pay transactions only instead of all pay transactions which is the default in basic).
  4. Enter Maximum Payroll Date. This will pick up all timesheets that have:
    • a timesheet end date that is before the maximum payroll date, and
    • where the maximum payroll date falls within the timesheet period (that is, timesheet start and end dates).
  5. Check the Include Earlier Periods checkbox if you’d like to pick up any pay transactions (and adjustments) that are included in earlier periods but have not been processed in a pay batch.
  6. Search and select one or multiple Payment Entity (up to 5 if required).
  7. Select Schedule
    • Default: based on the value (i.e. all or transaction only) defined in the payee selection field on the pay schedule from the payee record.
    • All: includes all payees who have unprocessed pay transactions, as well as those with recurring payments such as auto-pay assignment rates, payee leave rules, etc.
    • Transaction Only: only includes payees who meet the pay batch criteria and have unprocessed pay transactions, i.e. timesheets interpretation or expense claims.
  8. Search and select one or multiple Pay Schedule. This filter will not be enabled until a Payment Entity is selected.
  9. If required, populate the following optional fields:
    • Employee (up to 5 if required): if an employee is selected it only pulls these employee's pay transactions, otherwise all employees are included.
    • Client (up to 5 if required): this is the payment entity(s) that are associated with and will be paying.
  10. Once all relevant information are filled in, proceed to click Search. The screen Step 2: Select Calendar Periods will appear.

  1. Check all the Calendar Periods that apply.
  2. Click Create Pay Batches. A pop up message The Pay Batch creation process has started. Please wait will display to advise the creation process has started.

You may see rows that have 0 units. This is due to allowances or deductions that still require a calendar period day to go against. You can bulk remove them by selecting the rows with 0 units and clicking the Bulk Remove button.

  1. When the new pay batch is created it will automatically open within the Pay Batch Manager. The new pay batch will have a status of Uncalculated and be ready to commence the review.

Once you have successfully created a pay batch, you may proceed to review a pay batch.

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