🔸Payroll Maker Checker

What is payroll maker checker?

The Payroll Maker-Checker feature in Pocket HRMS software adds an extra layer of validation to the payroll process. It follows a dual-approval system where one user (Maker) prepares the payroll, and another user (Checker) reviews and approves it before processing.

This ensures accuracy, reduces errors, prevents unauthorized changes, and enhances compliance with company policies and regulations.

With role-based access controls, audit trails, and automated notifications, this module streamlines payroll verification while maintaining transparency and accountability.

How to give user rights for the payroll maker role?

Path: Cloud Portal > Settings> Organisation> User> ‘View User Rights’ > Category > Payroll > select required categories >Save

Step 1: Log into the cloud portal with admin credentials. Go to the ‘Settings’ menu and under the ‘Organization’ tab, click on the ‘Users’ subtab.

Step 2: Click the respective ‘View User Rights’ button for the user to whom you want to give the payroll maker rights.

Step 3: In the ‘User Rights’ pop-up, tick checkboxes for the required ‘Categories’ and ‘Payroll’ menu options and click on the ‘Save’ button. The user rights will be updated accordingly.

Note: You can also add a new user if required.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=organization&submodule=users

For any queries, contact [e-mail]

How to give user rights for the payroll checker role?

Path: Cloud Portal (Admin) Settings> Organisation> User> ‘View User Rights’ > Category > Payroll > select required categories >Save

Step 1: Log into the cloud portal with admin credentials. Go to the ‘Settings’ menu and under the ‘Organization’ tab, click on the ‘Users’ subtab.

Step 2: Click the respective ‘View User Rights’ button for the user to whom you want to give the payroll checker rights.

Step 3: In the ‘User Rights’ pop-up, tick checkboxes for the required ‘Categories’ and ‘Payroll’ menu options and click on the ‘Save’ button. The user rights will be updated accordingly.

Note: You can also add a new user if required.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=organization&submodule=users

For any queries, contact [e-mail]

How to set up payroll maker checker or approval matrix for payroll maker checker?

Path: Cloud Portal (Admin) > Settings > Organization > Payroll Maker Checker > click ‘Setting Icon’ > select User, Priority > Save

Step 1: Log into the cloud portal with Admin credentials. Go to the ‘Settings’ menu, under the ‘Organization’ tab click on the ‘Payroll Maker Checker’ subtab.

Step 2: On the Payroll Maker Checker page click on the ‘Settings Icon’ towards upper right corner of the screen.

Step 3: ‘Select User’ and enter the ‘Priority’ and click on the ‘Save’ button. The approval matrix user priority will be sent accordingly.

The priority defined will be used to send the processed payroll for approval in that order. Once user with highest priority approves the payroll data, it will be posted.

For example,

• Payroll data first goes to the Priority - 1 User, after their approval it goes to Priority - 2 User for approval.

• If there is no Priority - 2 User, approval by Priority - 1 user will be considered final and payroll will be posted.

Link: https://webjobcloudstagingarea.azurewebsites.net/Settings/Employee/Index?module=organization&submodule=PayrollMakerChecker

For any queries, contact [e-mail]

How submit processed payroll data for approval to payroll checker?

After processing payroll for employees in bulk or processing payroll for a single employee, you can go to the smHRt payroll screen to submit payroll data for approval.

Path: Cloud Payroll (Payroll Maker) > Settings > Payroll > Utilities > smHRt Payroll > Click here to Send Payroll Data for Approval

Step 1: Log into the cloud portal with Payroll Maker credentials. Go to the ‘Payroll’ menu and under the ‘Utilities’ click on the ‘smHRt Payroll’ option.

Step 2: On the smHRt payroll screen once you process payroll, click the ‘Click here to Send Payroll Data for Approval’ button at the top of the screen.

Step 3: Select Month and year and click on the ‘Excel View’ button to check the processed payroll data on the screen.

Step 4: Ensure that the processed payroll data is correct, click the ‘Post’ button and it will be sent for the approval to the payroll checker.

Note:

• Payroll data first goes to the Priority - 1 User, after their approval it goes to Priority - 2 User for approval.

• If there is no Priority - 2 User, approval by Priority - 1 user will be considered final and payroll will be posted.

Link: https://webjobcloudstagingarea.azurewebsites.net/payroll/PayrollMakerChecker/PayrollApprovalRequest

For any queries, contact [e-mail]

How to check and approve payroll data as payroll checker?

Path: Cloud Portal (Payroll Checker) > Payroll > Utilities > Payroll Approval > click Month-Year > check various payroll reports & data > Approve/Reject

Step 1: Log into the cloud portal with Payroll Ch ecker credentials. Go to the ‘Payroll’ menu and under the ‘Utilities’ click on the ‘Payroll Approval’ option.

Step 2: Click the Month-Year towards the upper left side of the screen.

Step 3: Review the various reports and dashboard provided by system to verify payroll data and click the ‘Approve’ or ‘Reject’ button as required.

Note:

• If approved, the payroll data will be sent to the next approver if available. Else, it will be posted into the system.

• If click ‘Reject’ button you can enter your remark and click on the ‘Save’ button so the payroll maker can check your comment.

• The rejected, the payroll will not be posted, and the payroll maker will have to re-process and send again for approval.

Link: https://webjobcloudstagingarea.azurewebsites.net/payroll/PayrollMakerChecker/PayrollApproval

For any queries, contact [e-mail]