Most employees will have an approver set up for their payroll claims, unless their approval settings are set to Auto Approve.
Because of this, pay claims need to be approved and processed before they get exported to Payroll.
Check the status of the claim
The status of a pay claim shows you which stage of the approval process it’s in.
Click Payroll, then Payroll Claims.
Enter the claim's batch number in the Batch Number field and click the search icon to search for the claim.
Click the claim to open its details.
The status will be displayed in the Status area and can be as below:
Open: The claim has been created, but not submitted for approval yet.
Waiting For Authorisation: The claim has been submitted but the approver hasn't approved it yet.
Authorised: The approver has approved the claim but hasn't processed it.
Any of the three statuses above will mean that the claim hasn't been fully processed and this is why it will not export.
The claim will need to have the status Submitted to Payroll, which means it is ready to be exported as soon as the next export is run by your Payroll Agent.
Once it has been exported, the claim will have the status Sent to Payroll.
Approve and process the claim
Follow the steps in our article on pushing out a claim to Payroll in order to fully approve and process the claim.