Lumary WFM - This article explains how to create pay advices.
After the pay batch has been finalised, you can create pay advices (payslips) for all the employees within the pay batch. You also have the option to choose how the pay advices are distributed. Note that the pay batch remains locked but can be unlocked if needed. While locked, any further adjustments will be picked up in future pay batches.
Required and supported packages
Available with: Lumary WFM (Payroll)
Supported in: Lumary DC
This article assumes that you have already finalised a pay batch. If you have not completed those steps, head over to finalise a pay batch.
- Click Create Pay Advice.
- Select one of the Pay Advice Distribution Notification Options:
- Do not send email
- Send email ASAP (after payment file)
- Send email after date/time (typically send email after 10PM for next morning is selected)
- Enter Message. The message here is typically used when a payment may be impacted by a public holiday. There are other areas messages can be set such as per payee, payment entity, pay batch or pay advice.
- Once completed, a pop up message stating The Create Pay Advice process has been completed successfully will appear. The status of the pay batch will be updated to Pay Advice Created.
- If you would like to review the pay advice, click the drop down arrow on a row while on the All Employees tab.
- Click View Details.
- Click Pay Advice.
- Click Preview PDF.
If you would like to make an adjustment after the pay advice has been created and and would like the adjustment to be a part of this pay batch, you must undo the steps by clicking Delete Pay Advice, then click Unfinalise Pay Batch. 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 created the pay advices, you may proceed to create payment file.