Create and View Held Payment

Video Tutorial Coming Soon

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Held Payments should be used when a crew member's payment amount has not yet been finalized. This process allows the payment to be separated from the regular payroll, reviewed, adjusted, and approved before funding.

1. From the fleet homepage, click the Modules menu and select Payroll.

   

2. Choose a vessel with an Open status and click the View icon to access the payroll report details.

   

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3. Click the three-dot menu next to the relevant crew member and select Create Held Payment.

   

4. Enter a comment explaining why the payment is being placed on hold, then click Submit.
   Note: The payment will be separated from the regular payroll, highlighted in both the Management and Payroll Provider sites, and processed separately until it is finalized.

Review and Release the Held Payment

1. On the vessel's Payroll Report, go to the Summary tab.
2. Click the three-dot menu next to the relevant crew member and select View Held Payment.

   

3. Click Edit Adjustments to modify the payment adjustments.

   Enter the required changes and click Submit.

   

4. When the payment is ready for review, click Submit for Approval. If you have the necessary permissions, you can Approve the payment directly.
5. Enter a comment and click Submit.

   

View Held Payments from the Reports Menu

1. To view all crew members with payments currently on hold, go to the Reports menu, System Reports tab and select Held Payments.

   

2. This report allows users to view held payments by vessel, including the payment period and status. If a payroll has an Open status, users can also change the status to Submit for Approval or Approve from this view.
3. Users can also edit payment adjustments directly from the Held Payments Report as needed.