Creating a Super Batch and Validation Process

Creating a Super Batch

1. Once you have finished setting up your filter, an initial validation will occur. This validation process will separate employees into those that have passed the initial validation process and to those who did not. Those who passed the initial validation will have their names appeared in green and to those who failed, their names will appear in red.

2. If you have multiple employees in a batch, make sure to scroll down for all the employees to know if any one of them needed attention.

3. For employees who did not pass the initial validation, the errors will be presented in detail next to the employees name. You can click on the Click to view tab pointed by a red arrow below to view a more detailed presentation of the error. From there, you can also see the link to see and fix the error. In order for this employee to be included in the batch, errors must be corrected first.

4. If there's no error for any employee or if all the errors are already fixed, click on the Create Batch button to proceed.

5. As the batch is being created, a second validation will occur. The batch has already been allocated a batch ID which you can see at the top part of your screen.

6. You can also download all the information you have entered for this batch in a CSV or Excel file by clicking your desired file type at the top right of your screen.

7. You can also delete this batch if you need to by clicking the Delete button presented below.

8. The second validation will show up any issues presented in severity as an Error or a Warning. Warnings are issues that should be fixed, but they will not prevent you from submitting the batch. Error, on the other hand, must be fixed before you are able to submit a batch.

9. After fixing all the warnings and errors, click on Validate.

10. Once the errors have been fixed, the Submit button will now appear. Click on Submit to proceed.

11. After clicking on Submit, a pop up screen will appear where you'll need to select the payment details for the batch.

Payment method: There are 3 options for the payment method. You can select the preferred method from the dropdown.

•     Direct Debit
•     Direct Credit ( EFT)
•     BPAY
  
  

Refund bank account: You need to specify the refund bank account in case of any cancellations occurring on a batch that was submitted

Direct Debit option

NOTE: If you selected the Direct Debit option, you'll be prompted to a selection box where you will be asked to choose the bank account you'd want to be direct debited to.

After selecting the Bank account, add the Refund bank account for any refunds if any.

Direct Credit/EFT or BPay Option

NOTE#2.: If you selected the Direct Credit/EFT or BPay Option, you will only be required to select the Refund bank account. Once you submit the batch, the payment details will appear. The payment details will also give you instructions for the payment of the batch. Details such as Biller code and Customer Reference number will be provided through this pop-up message.

Third box: If you wish to make the options you have selected as the default option, just mark the box with a check below.

12. Check all the fields. If you're happy with it, click Submit to proceed.

13. That's it! You have already completed a Super payment batch. Please also note that once you have submitted your batch, an email will be sent to you containing all the details of the batch.