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Pay approved requests: With Payroll, Pay Now, Decline and repayments

Add approved requests to a payroll, pay them now or decline them in Payroll > Payment Request, plus installments and repayments.

After a worker's payment request is approved, it waits for an admin in Payroll > Payment Request. There you choose With Payroll to add it to a pay period, Pay Now to pay it right away as a one-time payment, or Decline. A request added to a payroll shows as Scheduled to the worker, then Paid once that payroll runs.

Who can do this: Admins whose permission group includes Payroll > Payment Request. View opens the page. With Payroll and Decline need Payment Request > Edit. Pay Now needs One-time Payment > Edit. Pay Now is unavailable for requests that reduce pay. Pay Now and With Payroll are unavailable for a worker on Stop Payroll.

How a request gets here

  1. A worker submits it in the Worker view under Requests > My Requests. It starts as Pending.

  2. Their manager approves it, unless the company skips manager approval; a Company Admin can approve requests in that case. It becomes Approved (the worker sees "In Progress" in the filter), which means it is now with an admin. If the worker has no manager, a Company Admin approves it in their Approvals queue.

  3. It appears on Payment Request. Only approved requests, and requests being recovered in installments, show here. Leave, PTO and Time Adjustment requests never do.

Pay or decline a request

  1. In the Admin view, open Payroll > Payment Request. The Requests tab lists each request with its ID, Name, Requested on, Approved by, Amount, Remaining and Type.

  2. On the request's row, open Actions and choose one:

    • With Payroll: pick the pay frequency and pay period, then select Pay With Payroll. The request is added to that payroll and the worker sees it as Scheduled.

    • Pay Now: pays it immediately as a one-time payment. This can't be undone.

    • Decline: confirm with Yes.

  3. To handle several requests at once, select them and choose With Payroll or Decline. Pay Now works one request at a time.

  4. Select History to see requests that were already handled.

You can also add a request straight into a payroll from Run Payroll with Add Request. See Run payroll step by step.

Requests that reduce pay

A request with a negative amount, such as a fine or fee, can be taken back over more than one paycheck. On its row, open Actions > Split across payrolls (later Recover an installment). Enter Amount to recover this period, pick the Pay period and select Recover. The worker sees Recovering until the full amount is taken. Recovering requests can't be sent with With Payroll. To remove a scheduled installment from its pay period, select the undo arrow labeled Undo Payment Request on a scheduled installment. This is unavailable once payroll is finalizing or finalized.

Advances and repayments

  • The Account advances tab lists advances taken against a specific sale.

  • The Repayments tab appears only when your company's Scheduling Advance Repayments setting is Admin selects payroll period to apply deduction. Select Repay on a row, enter How much is to be repaid?, and confirm. With the other setting, Automatically deduct from the next available payroll, repayments are taken automatically.

Both settings are in the Admin view under Settings > Company > Setup, next to Manager approval for time-off, payment & bonus requests.

If your company pays through SequiPay on Sequifi

You may also see Payroll > Pending Payments. It lists payments waiting to go out, with a tax breakdown per worker. Select Pay Now to send one, or Discard or Discard All to remove them. These need the Pending Payments permissions.

Where the money shows on the pay stub

Paid requests appear in the Adjustments or Reimbursements section of the worker's pay stub.

On the mobile app

Managers can approve or deny requests in the mobile app, but paying them is web only. See Mobile: track requests and approve them.

Common questions

"Cannot send to payroll. this pay period has been Already Finalize for this employee."

That pay period is already finalized for this worker. Pick a later pay period, or unfinalize the payroll first.

Why isn't an approved request on this page?

Check that the manager actually approved it. A request still shows Pending until then. Leave, PTO and Time Adjustment requests never appear here.

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