When you have finished making changes to your pay run, you can finalise it.
Finalising the pay run makes the data in your pay run available in reports and also allows pay slips for the pay run to be visible to employees from the employee portal.
Finalise a pay run
- Log into your Payroll platform
- Perform new pay run or open the pay run you wish to finalise.
- Click on the Finalise Pay Run button.
- In the dialogue that appears, there are two finalisation preferences. When you initially create a pay schedule you have the option to configure default settings that will apply here. If you have done this, but want to change them (either permanently or on an ad hoc basis) you can do so here:
- Enter the Date Paid.
- Choose to Publish pay slips: Immediately / Manually / Date & time picked
- Please note that the system will remember these options selected for pay slips moving forward, if you need to change these you can do so at this step at any time when finalising the pay run.
- Once the pay run is finalised the pay run will be locked.
Pay run actions buttons
Once the pay run has been finalised, the following action buttons are visible across the top of the pay run screen:
- Pay run actions
- Should you need to edit the pay run you can unlock it at any time by selecting the Pay Run Actions Tab in the pay run. From here, select Unlock.
- Reports
- Audit Report
- Gross to net report
- Download Payment file
- Downlod BECS file
- Pay Slips
- Publish Pay Slips
- Payday Filing Takes you to your lodgement details which can be exported as a csv file. Click on the
Download CSV file button. This automatically downloads the file. This can now be submitted online via the IRD portal.
Unlock a pay run
Should you need to edit the pay run you can unlock it. Click here to see how to unlock a pay run.