How to process payroll transfer orders

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Scott Seipold

If your recognition program includes Financial Rewards with Payroll Transfer, your employees can transfer their reward balance into a payroll deposit.

You will need to manually process payroll redemption orders on a regular basis, for example, bi-weekly.

Good to know

  • The admin portal dashboard will show a Queued Orders to Process notification when there are orders waiting to be downloaded
  • Payroll Transfers transfer the entire remaining account balance to the employee's paycheck

Note

  • When you process the orders in the administration system, they will get flagged as Downloaded
  • No other action will happen in the recognition program
  • It is then your responsibility to follow through with fulfilling the payroll orders using whatever process your company uses for payroll transfers

 

How to process payroll orders

  1. Login to your Administrator account
  2. Click Redeem tab, select Your Orders
  3. Click Process Orders, select Payroll (x)
  4. A CSV file will automatically download
  5. Fulfill the payroll orders listed in the CSV orders file using whatever process your company uses for payroll transfers

Warning!

  • No other action will happen in the recognition program
  • It is your responsibility to fulfil the orders through your payroll department

 

How to cancel a payroll order

  1. Login to your Administrator account
  2. Click Redeem tab, select Your Orders
  3. Click View button to the right of the order you want to cancel
  4. Click 3-dot ellipsis in top right corner of the order, select Cancel Order

Note

  • Points are automatically returned to the employee's reward balance

 

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