HR-Payroll management pay run - summary

This guide explains what you see in the summary tab of a pay run, including the key information shown for that pay run and how you can pause the synchronisation toggle, which can affect when changes are sent to payroll cloud via the integration, and which pay run they are processed in.

Contents

• Opening the pay run summary

• What the summary tab shows

• Pausing the sync toggle

• How pausing can move payments into a later pay run
   

Opening the pay run summary

1. Go to Payroll >Payroll Management
2. Select the company you want to work with, if you are prompted to choose one
3. On the main screen, find the pay run you want to view
4. Select the Details button against the relevant pay run you wish to open
5. Make sure the Summary tab is selected

You are now viewing the summary for the selected pay run.

What the summary tab shows

The summary tab displays key information and status updates for all events within the selected pay run.

From here, you can typically see:

• High-level information about the pay run (such as the period and pay frequency)

• Overall counts or indicators for events within that pay run

• A quick view of whether there are items still in progress, and whether there are any failures that may need attention

The summary tab is designed to give you a clear, at-a-glance view of the current state of that pay run in the integration.

Pausing the sync toggle

In the summary tab, you will see a Synchronisation toggle switch that controls the outgoing part of the integration for this pay run.

• When the toggle is on, changes are sent out to Payroll as the integration processes them.

• When the toggle is off, the outgoing part of the integration is paused.

When the integration is paused:

• New changes will remain in an In progress state.

• They will not be sent to Payroll until you either:

  • Manually send the relevant events, or

  • Turn the toggle back on to resume the integration.

This can be useful if you want to:

• Review or validate changes before they are sent to Payroll

• Temporarily stop changes being included in the current payroll run

• Make sure only checked and approved data is passed through

How pausing can move payments into a later pay run

If you pause the outgoing integration, some changes that occur while the toggle is off may end up being processed in a later pay run instead of the current one.

This can happen when:

• A change is created while the toggle is off and is not sent before the current pay run is finalised

• Your internal process or payroll cycle means that outstanding In progress items are picked up in the next available pay run

For example:

• You pause the integration while you complete checks for the current monthly pay run.

• During this time, extra changes are made to employee records.

• If those changes are not sent before the current pay run is closed, they may instead be processed in the next monthly pay run once the integration is resumed.
   

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