The pay’s pending items: blockers and warnings

The pay’s “Pending” tab separates “Stop the pay” from “Warnings to handle”. Each item says the problem, whose visit or calculation it is, how long it has been open and who fixes it: “You fix it”, “Comes like this from the clinic” (corrected in your visit system and arrives with the next download or upload) or “It’s ours, we’re on it”. With the “Handle pending items” permission you can mark “Already fixed”, saying what was done, or, for warnings only, “Let it through with a reason”: it is recorded with your name. What stops the pay cannot be let through, but it can be “Put on hold”: that visit stays out of this pay and the rest gets paid. It asks for the reason and is recorded with your name; “Put on hold everything that allows it” does it at once with a single reason. A visit with several problems goes on hold as a whole. Undecided overtime and problems of the whole pay do not allow a hold: those get fixed. Once everything is decided, the pay can be sent for approval even if it says “On hold — needs you”, and when approving the dialog says how many visits, workers and hours stay out. While the pay has not been sent for approval you can “Take off hold”; after that, it has to be sent back first. Preparing again does not erase what you already put on hold. What was left on hold is not lost: if fixed before the next pay closes, it goes into it on its own, with its service date and the label “From an earlier period”. The same happens with a visit that arrives after the pay is locked. A pay only picks up the cycle right before it: anything older no longer goes in on its own; pay it separately and close it from its pay with “Close without paying here” (also if you already paid it some other way). Meanwhile, the pay you prepare shows “On hold from earlier pays” and, on each one, whether it still goes in on its own or must now be paid separately. An already-paid visit that changes later is not adjusted on its own: it is shown as a difference and you decide (see “An already-paid visit changed”). If the visit belongs to a week over 40 hours of an employee (W-2) that was already paid, it does not go in on its own: a warning asks you to pay it as a separate payment. When it appears, “Fix it here” takes you to the screen where it is fixed. When you mark something fixed, the payroll updates by itself. Before approving, every warning must be fixed or let through. Nothing is deleted: “Already handled” keeps who closed it and why.

Related instructions

• Who can access Payroll →
• How the amount is calculated →
• From “Prepare payroll” to a locked pay →