An allocation can be saved and complete while its document review is still outstanding. Use the dedicated Payment allocations screen for a finalised run to confirm that the current plan, preview, conversion rates, and recorded-payment evidence agree. Confirmation makes the allocation Ready for documents; it does not send a payment or recalculate payroll.

Understand the queues

  • Needs attention includes plans that are not captured, need a preview or capture, or have incomplete allocation rules.
  • To review includes complete plans Awaiting review and previously reviewed plans whose review is out of date.
  • Ready shows employees whose allocation review is current and Ready for documents.

The screen also shows allocation and document-readiness counts. Search for an employee by name or code when a document workflow identifies a specific person. If several saved plans need confirmation, use Confirm multiple employee payment allocations after reviewing the eligible employees and their payment instructions.

Steps

  1. Open the finalised run

    In Payruns or Review payroll, select Manage payment allocations. Choose an employee from the list. Before finalisation, this screen shows that payment allocations and document readiness are pending finalised results.

  2. Resolve allocation issues

    For a Needs attention employee, create or complete the plan. Check every source-currency pool, saved destination, current payment preview, and any required payment conversion rate. Select Save and confirm when enabled.

  3. Confirm a complete plan

    For Awaiting review or Review out of date, inspect the saved plan and select Confirm allocations. If saving succeeded but confirmation failed, resolve the displayed issue and select Retry confirmation. Reload the current plan if another change made the displayed revision stale.

    Expected result: The employee shows Ready for documents once the current review is confirmed.

  4. Check the remaining employees

    Continue through To review and Needs attention until the intended employees are ready. After an individual confirmation, the screen can advance to the next employee requiring work in the current list. Confirm multiple can confirm eligible saved plans together; excluded or failed rows still require individual follow-up.

When a review becomes out of date

A changed allocation, payment conversion rate, route revision, or recorded-payment ledger can make an earlier review stale. Reopen the employee and check the latest amounts and evidence before confirming again. A complete allocation alone is not proof of current document readiness. Regenerate affected documents if an earlier file describes an older plan revision.

For payslips, the saved composition choices control whether payment instructions, recorded status, or reconciliation evidence are visible. These presentation choices do not replace confirmation of the underlying allocation.