Content Comparison

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• Actions Menu 
  • New Note 
  • New Attachment 
  • Edit Batch: Change the name and description of the batch 
  • Edit Custom Field Values: Add additional batch fields specific to the organization 
• Green button: The label will change depending on the batch status 
• Batch Details window 
  • Batch id: Unique system id number 
  • Date: Date the batch was created 
  • Status: Current status of the batch 
    • Pending 
    • InProcess or Process Started 
    • Validate
    • Processed 
    • ApproveInProcess 
    • Approved 
    • Transmitted 
    • Reconciled 
  • No. of Credit Entries: Total number of positive entries 
  • No. of Debit Entries: Total number of negative entries 
  • Credit Total: Total amount of positive entries 
  • Debit Total: Total amount of debit entries 
  • Rounded Amount: Total amount rounded (this plus the debit total should equal the credit total)   
  • No. of Employees/Vendors: Total number of employees/vendors who have entries in the batch 
  • Units: Unit type 
• Tabs: Entries, Notes, Attachments, Events, Custom Fields, History

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1. The batch starts in Pending status 
   1. If negative paycheck validation is Active the first step will be Validate. Proceed to step 4. If negative paycheck validation is Inactive the first process will be Process. Proceed to step 5.
2. When the batch in Pending or Validated status the user can review, remove entries, add entries, merge the batch, or split the batch. 

3. During the payroll batch steps Validate, Process and Approve the button will be greyed out while processing. Proceed with other tasks within DCI while the payroll batch step runs.

   1. If messages templates Processed or Approved are Active, the user will receive a message and optionally a notification, when the step is completed OR

   2. Refresh the browser to update the batch processing status

4. Click Validate button then Yes to start validation process. This process includes the following status:
   1. Validate InProcess
   2. Validate Process Started
   3. Validate
5. Click Process buttonthen Yes to process batch. This process includes the following status: 
   1. InProcess
   2. Process Started
   3. Processed
6. Click Approve buttonthen Yes to proceed with processing. This process includes the following status: 
   1. Approved InProcess
   2. Approved Process Started
   3. Approved

7. When the payroll batch processing is complete the status changes to Transmitted

8. Batch processing is now complete, proceed to the Reconcile step if needed

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