Location: Disbursements/Pensioner Payroll Process
Use the following steps as a guide to run a Disbursements/Payroll batch online.
From the Disbursements /Pensioner Payroll process, click to select the Payroll Batch Process event. The system displays the Disbursements batch wizard.
Using the arrows provided, move the Create payments (buffer mode) task from the Available Tasks list to the Selected Tasks list.
Click Next to advance to the Select Parameters screen.
Using the option buttons provided, click New to enable the selection of new parameters. (Note: Clicking Last Run sets the parameters to those chosen from the previous run. Clicking Previous Run enables the drop-down list from which you can a run to use.)
Click Next to advance to the Set Batch Parameters screen.
From the drop-down list, select the Client.
From the drop-down list, select the Plan.
Using the calendar provided, select the Payment Date.
From the drop-down list, select the Payment Type, Pension.
Click Next to advance to the Summary screen. Notice that the Summary displays the task selected to be run. The Create payments task identifies payments for the specified Client, Plan, Payment Date and Payment Type specified in the parameters.
If the Summary is correct, click Finish. The system displays the Running Batches browser, however, often the batch has been completed so quickly (and is no longer running), so that the browser appears empty.
From the Disbursements process, click to select the View Payroll Buffer event. The system displays the Pension Payments browser.
From the Disbursements process, click to select the View Payroll Register event. The system displays the Payroll Register report.
From the Disbursements process, click to select the Post Payments event. The system displays the Disbursements batch wizard with the Post buffer (buffer mode) task selected.
Click Finish to post the payments.
Click Reconciliation - All payments to view all payments generated in this payroll run.
Click Reconciliation - Differences to view a run to run comparison for all parameters.
Click Reconciliation - Different payments to view a run to run comparison for payments.
Click Reconciliation - Summary to view a the totals for Deductions, Gross, Net, and Tax Amounts.
Click Reconciliation - New payments to view a list of payments that were not in the previous run.
For more information, see About Web Administrator Processes.
Build 1136
