Validating Pay or Invoice Only

In most cases, the user will validate both the pay and invoice components of the shift - This sends the pay component of the shift into the pay run process, and the invoice component of the shift into the invoice run.

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However, there are situations where the user may wish to only validate the pay component or the invoice component, but not both, at least not at the same time.

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For example, if an allocator mistakenly books two members for a shift, instead of one, a decision may be made to pay both members but to invoice the client for only one.

In this case, one shift would be validated as normal, but the other shift would have only the pay component validated, but not the invoice component.

On the reverse side, a member may make a one-time request that their pay be held for two weeks, rather than be paid in the usual weekly pay run. In this case, the invoice component of the shift would be validated, but not the pay component.

To validate only the pay component of a shift, follow these steps:

(a) Select the shift from the Confirm Shifts Listing Screen and click on the ‘Review & Validate Shift’ button to open the Confirm Shifts Detail Screen.

(b) Review and update all components of the shift as required

(c) Once reviewed and updated, click on the ‘Validate Pay Only’ button, circled in red below. This will send the pay component of the shift into the pay run process, and the invoice component of the shift will be moved to a separate line within the shift list

At that time, only limited shift details may be updated. It is no longer possible to amend shift start and end times, nor meal breaks. Additionally, the pay level may not be changed.

The user may only change the invoice rate, add allowances, add travel claims and add co-payments. The user then clicks the ‘Validate Invoice Only’ button to confirm the invoice component of the shift.

If you only need to process payment for the member and no charge for the client

1. Locate the other half of the shift that has not been pushed forward and open details

2. Right-click and Discard Permenantly on the shift that does not need to be process and this will remove and delete it