Using bureau Efficiency day-to-day - Batch Processing
Batch processing runs through a list of tasks, set up by you, for single or multiple clients. Set the Batches up via Configure > Batch Processes and the Groups via Configure > Groups first. (See Batch Processes.)
Any clients that are excluded, archived, currently open in the payroll software, or that you do not have access to are not included in batch processing.
| Batch to Run | A drop-down list of previously configured batches, in alphabetical order. |
| Client List | A grid with the headings Client No., Client Name and Exclude. Contains all the clients assigned to the selected Batch to Run. Only clients that the user has access to are visible. |
| Task List | The Automated tasks assigned to the Batch to Process. |
| Run | Select to start processing the batch of tasks for the period you have selected. |
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If a task errors, the process for the current client will cease. The process then continues with the next client.
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When all the automated tasks are complete for the current client, processing moves on to the next.
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You will see a progress indicator while the batch is processing.
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While Batch Processing is running, you can access any area of the dashboard or payroll software and perform any actions except Run another Batch Process.
How to run a Batch Process:
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From the dashboard, select Clients > Batch Processing.
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From the Batch to Run drop-down, select the Batch you want.
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Select the Run icon on the bottom right of the screen.
Using Bureau Efficiency day-to-day