Lumary WFM - This article explains how to view, action and acknowledge flags.
Flags are used to provide you with a quick way of identifying warnings and critical alerts. Flags are raised once the calculation process is complete in calculate a pay batch. In order to proceed to finalise a pay batch, all flags must be acknowledged and/or actioned. This includes:
- warnings that must be acknowledged and/or resolved, and
- critical alerts that must be resolved.
Required and supported packages
Available with: Lumary WFM (Payroll)
Supported in: Lumary DC
This article assumes that you have at least created and reviewed a pay batch. If you have not completed those steps, head over to the related links.
This article explains how to:
Acknowledge flags for warnings
- While on the Pay Batch screen, go to the Review tab.
- You may click on any of the filtered flag tabs (i.e. Payee, Assignment, Transaction, Payee Pay Batch) to review any of the payee pay batch records that have been flagged.
- Check all the checkboxes alongside the flag(s) to be acknowledged.
- Click on the Acknowledge Alerts button.
- Click Yes to confirm.
Resolve warnings and critical alerts
- While on the Pay Batch screen, go to the Review tab.
- You may click on any of the filtered flag tabs (i.e. Payee, Assignment, Transaction, Payee Pay Batch) to review any of the payee pay batch records that have been flagged.
- Create any additional source records and/or edit existing source records to resolve the issue
detailed as the flag reason. - To verify that the warning/critical alert is resolved, perform a Force Calculation on the payee pay
batch. You can do so by navigating to the Calculate tab and clicking Force Calculate.
Once all flags have been actioned, you may proceed to finalise your pay batch.