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Submit pay run amendments and revisions in Intelligent Payroll

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited

Intelligent Payroll enables you to complete your payroll journey end-to-end in our all-in-one platform. It includes amendment and revision features to help you make changes when needed, at different points in your pay run processing.

To read more about the Intelligent Payroll processing journey, please refer to these articles:

  1. Prepare a pay run in Intelligent Payroll.
  2. Review and approve a pay run in Intelligent Payroll.

Amendments vs Revisions

What is the difference between amendments and revisions?

Here is the difference between an amendment and a revision:

  • Amendments - Any changes to an upcoming pay run that is still in the "Next Pay Runs" tab. You can submit amendments if you have not clicked the Prepare Pay Run button yet.
  • Revisions - Any changes to a pay run that already sits in the "Current Pay Runs" tab. You can submit revisions for a pay run if you have already clicked the Prepare Pay Run button.

  Interactive learning

Submit pay run amendments for an unprocessed pay run
Submit pay run revisions for a prepared pay run

Getting started

Submit pay run amendments for an unprocessed pay run

Important

Follow the steps below if you need to make changes to a pay run that has not been processed yet. If you need to make revisions to a pay run that has already been processed (a pay run that is in the Current Pay Runs tab), please refer to the next item in this article.

  1. Click the Pay menu on the purple side bar.
  2. Under Payroll, click the Pay Runs submenu.
  3. Click the Next pay run tab to see your upcoming pay runs.
  4. Click the upcoming pay run you need to submit amendments for.
  5. In the Pay Run Amendments section, click the Upload amendment button.
    screenshot of the pay runs screen, highlighting the upload amendment button
  6. In the Upload Pay Run Amendment popup, click Amendments template. This will download our prepared template where you can make the needed changes.
    screenshot of the upload pay run amendment popup, highlighting the amendments template
  7. On the template you downloaded, put the pay run amendments you need.
  8. Do not forget to Save your progress.
  9. Back on the platform, you can upload the file you edited by either:
    • Clicking the small upload button and choosing the correct file. Or;
    • Dragging the file to the upload box.
  10. After uploading the file, click the Submit button.
    screenshot of the upload pay run amendment popup, highlighting the upload tile and submit button

    Helpful Hint

    You can also see a record of the latest amendments made to the upcoming pay run.

    screenshot of the pay run amendments section, showing the latest amendment

    Important

    To review and prepare your pay run after the amendments have been applied, please refer to this article: Prepare a pay run in Intelligent Payroll.

Submit revisions for a prepared pay run

Important

Follow the steps below to submit revisions for a pay run that you have already prepared. This is a pay run that is in the Current Pay Runs tab.

  1. Click the Pay menu on the purple side bar.
  2. Under Payroll, click the Pay Runs submenu.
  3. Click the Current pay runs tab.
  4. Click the processed pay run you need to submit revisions for.

    Helpful Hint

    A processed pay run that is ready for review will have an orange "Ready for Review" tag.

  5. Click the Revisions required button.
    screenshot of the pay run, highlighting the revisions required button
  6. In the Submit Pay Revisions popup, click Revisions template. This will download our prepared template where you can make the needed changes.
    screenshot of the submit pay revisions popup, highlighting the revisions template button
  7. On the template you downloaded, provide details for the incorrect data and what it should be.
  8. Do not forget to Save your progress.
  9. Back on the platform, you can upload the file you edited by either:
    • Clicking the small upload button and choosing the correct file. Or;
    • Dragging the file to the upload box.
  10. After uploading the file, click the Submit button.
    screenshot of the submit pay revisions popup, highlighting the upload tile and submit button

    Helpful Hint

    After uploading, the pay run status will change to "Revisions Submitted". You will receive an email when your pay run has been adjusted according to the changes you made.

    Important

    To review and approve your pay run after the revisions have been applied, please refer to this article: Review and approve a processed pay run in Intelligent Payroll.

    screenshot of the pay run, with a revisions submitted status

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