Content Comparison

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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 is 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 the Refresh Pay Rate button to update pay rates for any entries that had a pay rate change after entry
5. Click the Validate button then Yes to start validation process. This process includes the following status:
   1. Validate InProcess
   2. Validate Process Started
   3. Validate
6. Click the Process buttonthen Yes to process batch. This process includes the following status: 
   1. InProcess
   2. Process Started
   3. Processed
7. Click the Approve buttonthen Yes to proceed with processing. This process includes the following status: 
   1. Approved InProcess
   2. Approved Process Started
   3. Approved

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

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

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*Batch automation is an instance-level setting. Please submit a support ticket to enable the feature.

1. Click the Refresh Pay Rate button to update pay rates for any entries that had a pay rate change after entry
2. If negative paycheck validation is Active, the first step process will be Validate. Proceed to step 4. If negative paycheck validation is Inactive, the first process will be Process. Proceed to step 5.
3. Click Validate then Yes to confirm batch when prompted
   1. The alert window will populate asking "Would you like the system to automatically process and approve this batch when validation is complete?"
      1. Click Yes to start the payroll batch automation
      2. Click No to decline the payroll batch automation process and proceed manually
4. Click Process then Yes to process batch when prompted
   1. The alert window will populate asking "Would you like the system to automatically approve this batch when processing is complete?"
      1. Click Yes to start the payroll batch automation
      2. Click No to decline the payroll batch automation process and proceed manually
5. The payroll batch automation will automatically run through the steps Validate, Process and Approve if automation was selected. Proceed with other tasks within DCI while payroll batch automation 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
6. When the payroll batch automation is complete, the status changes to Transmitted
7. Batch processing is now complete, proceed to the Reconcile step if needed
8. Optionally, view the payroll batch automation decision details on the batch details page by clicking the events tab
   1. Subject column - Batch Automation Confirmed or Batch Automation Declined
   2. Added By column - The name of the user who made the decision

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