The Batch Management utility allows you to review the current pending off-cycle payroll batch and then approve or reject it.
Note: ExponentHR sends an e-mail notification to specified recipients whenever the Off-Cycle Payroll Batch is ready for review. See the Related Help Topic Setting Up Payroll Batch Notifications.
To approve or reject a pending off-cycle payroll batch:
1. On the Management Navigation Menu, click Wage & Tax > Batch ManagementWage & Tax > Batch Management.
The Batch ManagementBatch Management page displays.
2. Select the check box for the batch you want to review.
3. Click the View Details button.
The Batch DetailBatch Detail page displays.
4. Approve or re-open the batch, as appropriate.
Approving a BatchApproving a Batch
1. To provide final approval of the off-cycle batch, click the Approve button.
A confirmation screen displays.
2. Click the Approve button.
Result: The batch is approved, and the Payroll Funding will be posted shortly.
Re-Opening the Batch to Make ChangesRe-Opening the Batch to Make Changes
You would reject the batch and re-open the Off-Cycle Batch utility if any desired batch adjustments involve the following items:
Employee time or leave
Supplemental earnings or deductions through the Off-Cycle utility
New employee EAN changes
To re-open the batch for edits:
1. Click the Make Changes button.
The Make Changes to BatchMake Changes to Batch page displays.
2. Type a note in the text box explaining the reason for the re-opening the batch.
3. Click the Make Changes button.
5. Make any necessary changes in the Off-Cycle Batch utility and resubmit the off-cycle batch.
Result: A new Payroll Batch will be returned for approval shortly.
Note: The off-cycle batch must have today's date or a date in the future. Change the date through Batch Setup, and then click the Resubmit button.