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Manage payrun approval notifications and unlock payruns in EOS Payroll

Updated

Available on Payroll
Available for the following users: Admin, Owner, Payrun Processor

In EOS Payroll, when approval is required for a pay schedule, you are notified in the platform and by email when a submitted payrun is approved or declined. If a payrun is pending approval or has been declined, you can unlock it to make changes and resubmit it for approval. This supports dual-control approval by separating who can run a payrun from who can approve it.

Note: This feature is available for EOS Payroll and is not available for Managed payroll. It is currently available to UK organisations in closed beta.

This article explains how to:

Receive notifications on payrun approval or decline

This section covers how you are notified when a payrun you submitted is approved or declined. Notifications are sent in the platform and by email to the payrun processor and the approvers.

Before you start:

  • An Admin or Owner must have turned on the approval requirement for the pay schedule.
  • The processor must have permission to run payruns for the pay schedule, and approvers must have permission to approve them. Admins and Owners can always approve or decline payruns.
Steps to receive and use payrun approval notifications
  1. Log in to Employment Hero.
  2. Go to Pay Runs and open the payrun you want to submit.
  3. Submit the payrun for approval. The payrun status changes to Pending Approval.
  4. The assigned approvers are notified in the platform and by email. If no approvers are assigned, Admins and Owners are notified. The first approver to act approves or declines the payrun, and the other approvers' in-platform notifications are dismissed.
  5. When the payrun is approved, you receive an in-platform notification and an email. Select the notification or the link in the email to view the payrun.
  6. When the payrun is declined, you receive an in-platform notification and an email. Select the notification or the link in the email to open the declined payrun.
  7. To make changes, follow the steps in Unlock a declined or pending payrun.

Unlock a declined or pending payrun

This section explains how to unlock a payrun that has been declined or is still pending approval, so you can make changes and resubmit it for approval.

Steps to unlock a declined payrun and resubmit
  1. Log in to Employment Hero.
  2. Go to Pay Runs.
  3. Open the declined payrun. You can also select the link in the notification or email.
  4. Select Unlock pay run. The payrun returns to an editable status.
  5. Make the necessary corrections.
  6. Resubmit the payrun for approval. The approvers are notified again.
Steps to unlock a pending payrun and cancel the approval request
  1. Log in to Employment Hero.
  2. Go to Pay Runs.
  3. Open the payrun with the status Pending Approval.
  4. Select Unlock pay run. This cancels the approval request and returns the payrun to an editable status.
  5. Make your changes.
  6. Resubmit the payrun for approval.

Note: You can also unlock a finalised payrun and then resubmit it for approval.

Further information

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