Flags Overview

access level payroll advisor (full access), manager (full access) module payroll flags in the payroll dashboard provide users with quick, visual indicators about specific clients or payroll records users can manually assess flags or have the system automatically apply them based on specific triggers flags appear next to payroll records and can be associated with individual payroll records or the overall customer profile adding and removing flags flags can be managed through the admin section of each payroll card under the assess flags button in the admins tab once selected, a modal will appear where flags can be added or removed a reason for each action must be provided, and it will be logged for reference available flags and their functions missing checks old flag, no longer in use ach request notification once the customer is approved for ach , an ach approved flag will appear on the payroll dashboard users can select the flag to be taken to the data dashboard (shortcut functionality) allows quick processing of the request inside the data dashboard auto batched failed the system now includes improved logic for the auto batched failed flag 🔄 automated automatic removal occurs once the batched flag is successfully assessed validation checks run every 5 minutes flags cannot appear simultaneously if batched is present, auto batched failed is removed no manual intervention required for flag cleanup ✅ success the automated flag cleanup reduces manual work and prevents conflicting status indicators new client 🔄 automated automatically assigned when the client's first check date is in the future and they have been onboarded can also be manually applied late reporting 🔄 automated automatically applied on processing day at 12 pm if the client has not reported for payroll a notification email is sent to the client when this flag is assessed inactivity 🔄 automated automatically replaces the late reporting flag if the client has not reported within 24 hours an email notification is sent to the client once the payroll record with this flag is completed cc declined 🔄 automated automatically applied when a credit card charge for a payroll invoice is declined can also be manually applied email fail 🔄 automated automatically assessed when a sent email fails to deliver or is flagged as spam can also be manually applied sms fail 🔄 automated automatically assessed when a text message fails to deliver, often due to an invalid phone number can also be manually applied batched 🔄 automated automatically applied when payroll is finalized and ready for processing can also be manually applied new timesheet 🔄 automated automatically assessed when a new timesheet is submitted via the client portal or mobile app typically applies to clients with auto reporting source or those flagged as inactivity the new timesheet flag will now populate when auto clients report timesheets via peoplematic the flag is automatically removed when the record is locked, or can be manually removed by the user from the admin tab scheduled payment 🔄 automated automatically applied when a payment is scheduled in the billing tab of the payroll card wire received manually applied when a wire transfer payment is received check notes 🔄 automated automatically applied when a note is pinned to the payroll card the flag is removed once the note is unpinned flag and finalized manually applied to notify the system to send a flagged and finalized email to the client wos (waiver of subrogation) manually applied to indicate a payroll record as a waiver of subrogation when flagged, the client only receives the invoice for the waiver charge claim fee manually applied to notify of a claim related fee to be charged to the client pending employee interim 🔄 automated automatically applied when a new employee application is submitted for processing within a payroll cycle overcharged 🔄 automated automatically applied when the billed amount exceeds the invoiced amount for a payroll record client id mismatch 🔄 automated automatically applied when the client id in the lead card does not match the payroll record added during the weekly friday reset separation notice 🔄 automated automatically applied when a separation notice is submitted and pending processing in the data dashboard expedited 🔄 automated automatically applied for clients marked for expedited payroll processing during enrollment with a first check date within 5 days of binding credit hold 🔄 automated automatically applied when a bounced payroll record is flagged the flag remains until the bounced payroll is resolved can be manually removed if necessary ach approved 🔄 automated automatically applied when an ach request is approved and added to the data dashboard the flag is removed once the request is processed and the client receives a confirmation email pending internal reinstatement this flag is triggered once the internal reinstatement package is sent to the client internally reinstated wire pending pending cancellation 🔄 automated automatically applied when a client is marked as pending cancellation, either manually or by the system this flag now appears at the customer level only , not on individual payroll records this flag can only be removed by updating the status to active or cancelled cancelled 🔄 automated automatically applied when a client is marked as cancelled, either manually or by the system, every tuesday at 4 pm this flag now appears at the customer level only , not on individual payroll records replaces the pending cancellation flag triggers a cancellation email to the client by friday at 4 pm, clients with this flag are officially terminated or cancelled in the lead card next steps after understanding flags payroll dashboard overview learn how to filter by flags admin tab manage flag assessment ach approved flag walkthrough detailed ach flag process 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels