Lumary WFM - This article explains how to finalise a pay batch.
Finalising a pay batch means that you're satisfied with all the calculations and pay transactions for the employees and are ready to move onto generating the pay advices and payment file.
Required and supported packages
Available with: Lumary WFM (Payroll)
Supported in: Lumary DC
This article assumes that you have already calculated a pay batch and/or actioned any flags. If you have not completed those steps, head over to the related links.
Finalising a pay batch will lock the pay batch but can be unlocked if needed (see bottom of article). While locked, any further adjustments will be picked up in future pay batches.
- While on the Pay Batch screen, go to the Finalise tab.
- Click on the Finalise Pay Batch button.
- Click Continue (or Review New Data if required)
- Once completed, a pop up message stating The Finalise process has been completed successfully will appear. The status of the pay batch will be updated to Finalised.
If you would like to make an adjustment after the pay batch has been finalised and and would like the adjustment to be a part of this pay batch, you must undo the steps by clicking Unfinalise Pay Batch while under the Finalise tab. If you do not undo the steps, any adjustments made as part of this pay batch will be picked up in the next pay batch.
Once you have successfully finalised the pay batch, you may proceed to create pay advice.