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Create a batch payroll claim

You can create a batch payroll claim to add claims for other employees by following the steps in this article.

Cristiana Ghinea avatar
Written by Cristiana Ghinea
Updated over a month ago

To create a batch payroll claim:

  1. Click Payroll and then Payroll Claims.

  2. Click Add Batch in the top right corner.

  3. Add a title for the batch in the Description field.

  4. Select a template from the Pay Elements Template dropdown.

  5. Select a section and (optionally) a subsection.

  6. Select the payroll, year and payroll period and click on Add.

  7. Click Add Employee, search for their name and click on it. You can add several employees on a batch claim.

  8. For each employee, click on Add.

  9. Enter a date for the claim and select the pay element from the Item list (for example 'Overtime').

  10. Enter the number of hours in the Value field.

  11. Leave the Cost Code fields blank, as these will pull through from the pay element's settings in the Payroll software.

  12. When done, click on Save.

  13. Click on Submit to send the claim to the approver.

πŸ“Œ Note: The Value field will always need to have the number of hours entered. This cannot be changed to add days instead of hours.

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