For each company, you can enable whether you'd like the client to review payroll.
Approval Permissions
For clients to be able to review their payrolls, you will need to invite one or more users within the Permissions page.
Once you toggle the option Allow Client to Review Payroll, you can then select which members will be responsible for payroll review.
If you select multiple level of approvals, ensure to assign at least one user to each level. See: Inviting Clients and Customising Permissions.
Sending Payroll for Review
When you click Conclude Payroll, the approval screen will come up. Once payroll has been submitted for Approval, the client will receive a notification to review the payroll reports.
The client can either approve or mark employees as having "something off" with a comment for review.
Sending Payroll for Review
When the client has access to review payroll, the payroll process is standard until payroll is ready to be concluded.
When you click Conclude Payroll, the approval screen will come up.
Once payroll has been submitted for Approval, the client will receive a notification to review the payroll reports.
The client can either approve or mark employees as having "something off" with a comment for review.
Multi-Level Approvals
In case of multi-level approvals, then, payroll will first need to be approved by Group 1. Once it's been approved, Group 2 will be able to approve, and so on.
If the payroll has not been approved by the previous groups, the users will be notified that this is awaiting approval and specify from which group this is currently pending.
Rejected Payroll Review
If the client, during reconciliation, notices something is off, they can mark the employee and add a note explaining what is required before rejecting the review.
At that point, you can view the note, and decide whether the payroll needs to be updated (and re-send for review), or conclude regardless.
Concluding Payroll
Whether the payroll is reviewed successfully or not, you can proceed to conclude payroll. This will allow you to send payslips, reports, and all other actions that you have access to in the Payroll summary screen.
This ensures that you will not miss any deadlines should the client not be able to review and approve the payroll in time.