1. Access All Payroll Batches
First, navigate to All Batches to view the list of all payroll batches available in the system in the left-hand menu.
2. Filter Preview Ready Batches
Next, check to see if previews are ready by filtering the Status column. Payroll preview approvers will be notified via email as well.
3. Open Batch Actions Menu
Now, select Actions to the left of the batch you would like to preview.
4. Select Payroll Preview Option
From the drop-down, choose Payroll Preview to view the detailed payroll information for the selected batch.
Note: The actions for batches with a status of Preview Ready will show all available reports, timecard PDF's, all reports as one zip folder package, and the actions to approve or reject the batch.
5. Review Payroll Preview Document
Then, a new window will open with the payroll preview document to examine the payroll details, including company information and batch specifics. Once you're completed reviewing, close the pop-up window to go back to GreenSlate's All Batches module.
6. Reopen Actions Menu
Once back in the All Batches module, select the Actions dropdown again to access further options for managing the batch.
7. Approve the Payroll Batch
Once you have determined that everything is correct, click Approve Batch in the actions dropdown menu. Your payroll be finalized.
8. Reject the Payroll Batch
If you need to make any changes, add timecards, remove timecards or have any other issues, please select Reject Batch on the dropdown. You'll then be able to make changes to the unsent batch, and timecards within the batch.
Note: if you need to any changes, add timecards, remove timecards, or have any other issues, please click Reject Batch. You'll then be able to make changes to the unsent batch, and timecards within the batch. A message can be left for the Paymaster at this time, to explain the reason for rejecting. To edit a specific timecard, remove it from the batch and have the last approver reject it back to the preparer for further editing. For split timecards, ensure that the timecard is unsplit before attempting to unapprove or reject it. Once unsplit, the options to send it back for edits will become available. If the batch has not yet been reviewed or sent by the Paymaster, you can use the Cancel Preview option from the Actions menu to cancel the preview without rejecting the batch entirely.
9. Rejection Reason Message
A message can be left for the Paymaster at this time, to explain the reason for rejecting. Then, press confirm.
That's it. You have successfully managed payroll batches in in Greenslate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.
