Ideas Portal
There are similar ideas that wish for a similar outcome, however this idea cover multiple areas and ideas and ties them all together, so I have submitted as a new idea.
This idea is based on the fact that a payroll is actually final when the FPS gets submitted.
The 'Finalise' button exists in the payroom, however many times there are still changes that are make before the payroll is actually Final. This results in dissatisfcation to clients and users when FPSs / Pensions / Payslip publishing falls by the wayside because they cannot be truly automated to that Finalise button.
I propose you add a button to the payroom named 'Send payroll for client approval' and keep the existing 'Finalise' button in place (re-route the function of sending emails to the new button, but keep the ties to pension and FPS creation). The Finalise button should be greyed out until the send for approval button has been pressed. Likewise the send for approval button should remain grey once pressed, or light back up is a change is made. When greyed out, tax codes should no longer bea bale to be auto applied as the slips have already been sent.
The second step would be to add a button and dropdown to the FPS screen for the option to publish payslips either immediately, or in X Hours / days, where X is a number in a dropdown menu, and Hours or days is selectable.
The pension could be automatically linked to the FPS sending, however it may be beneficial to have a tick-box in case the user wishes to disable the pension file upload for any reason prior to pressing the send FPS button.
