Finalisation fixes the payroll calculation. Payment settlement has its own saved evidence and revisions. Completing or correcting it changes payment instructions and affected documents without recalculating gross pay, tax, deductions, or net pay.

Steps

  1. Open the employee's payment plan

    Open the finalised run and select Manage payment allocations. Find the employee by search or status filter. Check whether the plan is missing, incomplete, awaiting review, out of date, or ready for documents.

  2. Choose the appropriate action

    For missing evidence, create a plan from current employee routes. Complete an incomplete frozen plan; change a completed plan through a correction revision. The editor presents the action available for the selected plan state.

  3. Review the frozen route details

    Check the saved beneficiary, destination currency, each source-currency allocation rule, funding legs, and payable amounts. If the employee’s current route has changed, select Use updated employee details only for the intended route. This refresh is explicit; employee-record edits do not rewrite the saved run. A route with recorded payments cannot have its destination details refreshed.

  4. Resolve rates and record the reason

    Capture a missing shared payment rate where needed and wait for the current proposed preview. Enter the correction reason, or a reason for refreshing employee details when the completion flow asks for it. Check that every source pool is fully allocated, whether its rules use percentages, amounts, or a remainder. Paid amounts set minimums for partially paid routes; fully paid routes are locked.

  5. Save and review revised outputs

    Select Save and confirm. If the save succeeds but confirmation does not, use Retry confirmation after resolving the issue. Check Ready for documents, payable amounts, and any affected payslip or bank export before saving new files.

Important boundaries

A corrected payment plan does not establish that a payment was made. Use Record and review employee payments only for payments made outside the app. Existing downloaded files may describe an earlier settlement revision. Regenerate and review affected documents, and follow your organisation’s approval controls before using payment instructions.