How You Hold and Release Payment Transactions

You can hold or release payment transactions for a participant on the Edit Paysheet page in the Payments work area. Use the Hold All and Release All buttons to hold or release all payment transactions for the current paysheet.

When you hold a single payment transaction, it stays in a held status until you manually release it, preventing the payment process from paying the transaction.

Holding Payment Transactions

Here's what happens when you hold a payment transaction:

• The payment amount is subtracted from the appropriate participant incentive balances (payment amount)

• It's added to the participant's held earning balance, or ending balances, when you refresh the paysheet or reapply the payment plan

After the payment process pays the payment batch, all of the batch information becomes static. The paysheet summary retains the held amount, along with the other standard summaries. The paid paysheet doesn't display the held transaction, because the payment process didn't include the transaction in the payment batch. The process does include and display the held transaction in the subsequent paysheet for you to review and possibly release for payment.

Note: By selecting the Hold Payment checkbox, you can exclude the participant from payment process and hold any payments to that participant.

Releasing Payment Transactions

Here's what happens when you release a payment transaction:

• The payment amount is added to the appropriate participant balances (payment amount)

• It's subtracted from the participant's held earning balance, or ending balances, when you refresh the paysheet