Held Payment

This feature should be used when the crew member's payment amount has not yet been finalized.

From the Employer site, In the Payroll Provider tab.

Click the three dots next to the relevant crew member and select Create Held Payment. 

Enter a comment and click Submit.

The record will be separated from the main payroll and highlighted in both the Management and Employer sites.

For Management site users, navigate to the Summary tab. 

Click the three dots next to the relevant crew member and select View Held Payment.

You can modify the adjustments by clicking Edit Adjustments. 

Enter the required changes and click Submit. 

When the adjustments are complete, select Submit for Approval. 

Enter a comment and click Submit.

Once approved, the record status will change to Open in the Employer site.

Please note that the record has been split from the main payroll. As a result, separate funding requests will run alongside the payroll for the remaining crew members.

From the Employer site, In the Payroll Provider tab.

Click the three dots next to the relevant crew member, and select View Held Payment.

Additional adjustments can still be added if necessary. 

Once the adjustments has been finalized, click Submit.

When ready, click Change Status to Submitted for Funding. This action will generate a funding request.

The record can then progress through the following statuses:

• Funding Received
• Payments Created
• Approved

Once approved, the payment will be sent to the Bank.