From the start of finalization until execution completes or the payroll is unfinalized, Sequifi holds imported updates to any sale that is part of that payroll, so pay amounts can't change underneath you. The updates wait in a queue and run automatically as soon as that payroll is executed or unfinalized. You don't have to re-import anything.
Who can do this: Company Admins (super admins) can see the banner and manage held updates on Reports > Sales. Other admins do not see the banner, but their imported updates can still be held. Executing or unfinalizing the payroll needs Payroll > Run Payroll & Approvals > Execute Payroll.
How you know updates are held
In the Admin view, Reports > Sales shows a banner that starts with the number of sales held, for example "3 PID(s) are currently queued because payroll for pay period" followed by the dates. It goes on: "Once the payroll is either executed or unfinalized, the system will automatically resume processing the queued updates." Mortgage companies see Loans instead of Sales.
Release the held updates
Open Payroll > Run-Payroll and go to the pay period named in the banner.
Finish that payroll with Execute Payroll. If the updates need to change this payroll, select Unfinalize Payroll instead.
Either way, the held updates start processing on their own. Check the sales once they finish.
See or manage the held updates
On Reports > Sales, select View on the banner. The Held sale updates window opens.
Use the tabs Active, Pending, Processing, Failed, Completed and All. Each row shows the PID, Source, Received, Status and Attempts.
For a Failed update, select Retry on its row, or select several failed rows and use Retry. If payroll still blocks the update, it returns to Pending and waits.
To throw an update away, select Cancel, then Cancel item. This permanently removes it from the queue and the sale update is not processed. It can't be undone. Select Keep item to back out.
Clear unticks your selection. It does not cancel or remove updates.
Common questions
Why didn't my import change the sale?
If the sale is part of a payroll that is finalizing, finalized, executing or failed, the change is held. It runs after that payroll is executed or unfinalized.
Do held updates change the payroll I am finalizing?
No. That is the point of holding them. They wait until that payroll is executed or unfinalized, then apply. If you unfinalize, check the affected workers again before you finalize.
An update shows Failed
Select Retry. If it fails again, contact Sequifi Support with the PID.
On the mobile app
Held sale updates aren't shown in the mobile app. Use a web browser.
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Still stuck? Getting help from Sequifi Support.