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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 | Specialists & Account Managers | Manager |
|---|---|---|---|
| Detecting Over ACH Payments | Yes | ||
| Holding Over ACH Limits Payments until Resolution | Yes | ||
| Assigning batches held for review to Account Managers | Yes | ||
| Finding issues requiring resolution | 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.
Thus assumes there is an SOP for times where files are expected to be loaded into Nivelo at the following times and reviewers will be available. Example:
At those times, please log into Nivelo.io to review any payroll batches that need to be reviewed. Please go to your team’s Triage page by selecting from the left side Navigation Menu: