Release live payroll
Let live payroll runs be approved. Releasing does not run or approve any payroll by itself.
- For:Owner
- Takes:1 minute, once
- On:phone or computer
Before you start
- The payroll policy for this month is confirmed. See Set up payroll.
- You have the Owner role. Nobody else can release live payroll, and confirming the policy does not do it.
Release live payroll
- Open the menu and press Payroll, then Manage payroll runs. On Payroll runs, press Rules & settings; on Payroll rules & settings, press Payroll policy and statutory rules.
- At the top of Payroll policy and statutory rules, the Live payroll card says Live payroll is locked. Read what releasing does.
- Fill in Why are you releasing live payroll?. At least eight characters, for example who checked the figures.
- Press Release live payroll. The card now says Live payroll is released. Next: the accountant prepares this month's run and submits it; a different person approves it.
Live payroll is locked
Nobody can approve a real payroll run yet. Practice runs work as usual. Only the owner can release live payroll, and confirming the policy does not.
Releasing does not run or approve any payroll. It lets a run that one person submitted be approved by a different person. You can take the release back at any time; runs that are already locked stay as they are.
Watch out
A run still needs two people: one submits it and a different person approves it.
Tip
To lock live payroll again, open Take the release back, fill in Why are you taking the release back? and press Take the release back. Taking the release back stops any new approval. Runs that are already locked stay as they are.
If something goes wrong
| What you see | What to do |
|---|---|
| Confirm the payroll policy for this month first. The release button appears once it is confirmed. | Prepare the policy yourself, or ask the Finance administrator to. Then a different person confirms it: the HR administrator, or you if you did not prepare it. See Set up payroll. |
| Explain the live payroll release or closure in at least eight characters. | Write a reason of at least 8 characters. |
| Confirm the payroll policy before releasing live payroll. | Confirm the policy that covers this month, then try again. |
| Live payroll is still locked | A run is waiting and live payroll is not released yet. Release it as above, then the approver opens the run again. |