The Pay Register Approval Batch functionality enables a user managing compensation services in the Equus Platform (such as a Comp Service Provider), to quickly and easily approve pay register data so that the status is updated and data is ready to be integrated with downstream processes.

In order for a user to process an approval batch for the Pay Register, a user’s role must have View, Add, Edit, Delete, and Execute security rights to the Pay Register Approval Batches screen. Adding rights to the Pay Register Approval Batch - Undo section screen gives the user the ability to use the Undo batch feature and change the Pay Register records from Approved to Unapproved status to make adjustments.

Create and Process a Batch

Using the Global Search feature, navigate to the Pay Register Approval Batches screen at the Company level. Click the

icon to create a new batch.

The Pay Register Approval Batches screen is where the criteria for a new Pay Register Approval batch is specified. Select either Pay Date or Import Date from the Date Type drop-down list and specify the date range using the Begin Date and End Date fields.

A list of all pay registers matching the criteria will show on the same screen in the Pay Register Details grid. Pay register items can only exist in one batch process - this means processed pay register items will not be included in the list in the pay register items grid.

A user can select which assignments should be included before processing the batch by checking or unchecking the checkbox next to the assignment. If selecting and deselecting multiple items from different pages, you can click

or

and

to retain your current selection while navigating. Once the desired records are selected, click

Pay Register Approval Batch will include all unapproved pay register data and allow the user to approve all of that data through this batch approval process. This includes the following:

Note, pay registers that are deselected will be available in future batches if they meet the batch criteria.

A progress bar appears allowing a user to monitor the creation of the batch. Once the batch is processed, the Status field changes to "Completed".

Navigate to an assignment and click on Pay Register from the menu to view the Pay Registers for the assignment. Click on the Pay Date link to view the Pay Register details:

For any pay registers approved in the approval batch process, a link appears beside the Status field. Click this link to open a new tab and navigate to the Pay Register Approval Batches screen.

The related Pay Register Approval Batch record is displayed in a new tab. You can click on

to undo the batch so that related Pay Register records can be unapproved for editing.

A validation message is displayed when the

button is clicked. Click

to proceed with undoing the batch. The Status will change to "Undone" once complete.

Next, return to the tab with the Pay Register Detail screen and refresh it to see the status change to "Unapproved" status. Click

after making adjustments to the unapproved pay register. From here the pay register can be approved using the

button on screen or by creating and running a new pay register approval batch to include this pay register for processing.