Setup
Who can move money, and when it locks.
Roles, approval rules, pay locks, bank accounts, and alerts. These are the switches around the run, not the run itself.
Access control
4Roles
A role is a bundle of actions. People get a role. They do not get one-off switches on the pay run.
Workflow control
4Approval rules
Rules fire before a run can be approved. A blocked line stays on the person until someone clears it.
Run control
4Pay locks
Locks keep a funded run from being edited. Cutoff is when hours stop moving.
Cash control
3Bank accounts
Payroll funding and the software subscription never share an account. Tax deposits can use a second operating account.
Watch control
3Alerts
Alerts land on Today before they become a failed deposit or a late new-hire report.