Each month, if enabled, the system will generate an honorarium batch that includes all honorarium records of the month to indicate all honorarium fees related. With the honorarium batch, payment advice can be generated for finance admins and trainers for reference.
In Vitae, monthly jobs of honorarium batch generation can be checked and managed in Admin > Job management. To configure the monthly timer job of honorarium batches, follow the steps below:
1. In the Scheduled jobs tab, select the Honorarium batch generation job (built-in) and click Edit.
2. In the Edit scheduled job panel, description and schedule settings can be changed.
3. Click Save, the job schedule will be updated.
In Vitae, monthly honorarium batches can be manually created by following the steps below:
1. Go to Finance > Finance process > Honorarium batch and click Create above the table.
2. In the Create honorarium batch panel, select the month to create the honorarium batch.
3. Click Save to go to the Honorarium batch details page.
4. In the Honorarium records section, click Add to add honorarium records to this batch.
5. Click Submit. The batch will be sent for approval.
After the honorarium batch is generated. admin can check the generated honorarium batches in Finance > Finance process > Honorarium batch.
To continue the honorarium payment process, admin can submit the monthly honorarium batch for approval by following the steps below:
1. Select an honorarium batch in the Pending submission status. The honorarium batch can be found by using the Status filter.
2. Click Submit for approval above the table.
3. After confirmation and submission, the honorarium batch will be in the Pending approval status.
Once approved, the status will be Approved and admin can continue the payment process after this.
After an honorarium batch is approved, the payment advice can be released to the trainers for their reference.
To release an honorarium batch, follow the steps below:
1. On the Honorarium batch page, select an approved batch to release. The approved batch can be found with the Status filter.
2. Click Release payment advice above the table.
3. In the Release payment advice confirmation window, click OK. The payment advice will be released.