Payroll preparer and approver must be different people

What moves

The same separation-of-duties switch makes Payroll refuse approval, payment or posting of a run, loan or final settlement by the person who prepared it.

Before you start

• Payroll in your plan
• Segregation of duties switched on in Payroll settings
• A second person with approval permission

Step by step

1. Tenant adminSecurity, Access & Compliance

   Switches on separation of duties in Payroll settings.

   You see:The setting is saved for the company.

2. Payroll managerPayroll & WPS

   Prepares and computes a payroll run.

   You see:The run is recorded as created by this person.

3. Payroll managerPayroll & WPS

   Tries to approve the run they prepared.

   You see:Payroll refuses and explains why.

4. Finance controllerPayroll & WPS

   A different person with approval permission approves the run.

   You see:The run moves on to payment and posting.

Related

• Payroll & WPS
• Security, Access & Compliance
• Payroll reads the employee record in HR
• Payroll shows up in the month-end checklist and cash forecast
• Payroll status appears on the month-end page
• A backdated raise is corrected through a retro run
• A leaver is cleared, settled and paid
• Connections between modules