Held Payments — Hold and Release

A held payment lets administrators temporarily stop a crew member's payroll payment before processing, preventing it from being included in the payment submission to the bank. Use it when a payment needs review or when the amount is not yet finalised.

Create a held payment

1. Open the Payroll Provider tab

   From the Employer site, go to the Payroll Provider tab.

2. Create the held payment

   Click the three dots next to the relevant crew member and select Create Held Payment. Enter a comment and click Submit.

   

The record is separated from the main payroll and highlighted in both the Management and Employer sites.

Finalise adjustments and submit for approval

1. View the held payment (Management site)

   For Management site users, navigate to the Summary tab, click the three dots next to the crew member and select View Held Payment.

2. Edit adjustments

   Modify the adjustments by clicking Edit Adjustments. Enter the required changes and click Submit.

3. Submit for approval

   When the adjustments are complete, select Submit for Approval, enter a comment and click Submit.

   

Release the held payment to the bank

1. View the held payment (Employer site)

   From the Employer site, in the Payroll Provider tab, click the three dots next to the crew member and select View Held Payment.

2. Finalise adjustments

   Additional adjustments can still be added if necessary. Once finalised, click Submit.

3. Submit for funding

   When ready, click Change Status to Submitted for Funding. This generates a funding request.

   

4. Progress to the bank

   The record then progresses through Funding Received → Payments Created → Approved. Once approved, the payment is sent to the bank.