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This guide details how you can leverage Nivelo.io to manage & review payroll batches. This review process allows you:
The goal is to transition to a new process that is more efficient than a spreadsheet. The new process will follow this role, the highlighted rows represent the focus of this guide:
| Task | Nivelo.io | Payroll Service | Non-Admin Finance | Admin |
|---|---|---|---|---|
| Detecting Over ACH Payments | Yes | |||
| Holding Over ACH Limits Payments until Resolution | Yes | |||
| Assigning batches held for review to Account Managers | Yes | |||
| Resolving issues with Client | Yes | |||
| Mark batches as ready for processing after resolution | Yes | |||
| Final Reviewing & Green-Light Processing | Yes | |||
| Transmission to bank | Yes | |||
| End of day reporting | Yes |
Nivelo will automatically scan batches and assign batches that require review.
Batches will be automatically scanned and assigned for review after a NACHA file has been generated in your payroll platform and loaded into Nivelo’s platform.
We recommend you have a clear time cut-off and frequency window for when files should be