Turning On Payroll Auto-Approve

Payroll auto-approve lets RoostPay automatically approve eligible shifts and expenses and submit payroll after each pay period ends, so you don’t have to confirm every pay run yourself.

1. Open Payroll auto-approve settings

Go to Settings > Payroll & Tax. The Payroll auto-approve card is at the top of the screen.

2. Turn it on

Turn on the Enable payroll auto-approve switch. A dialog appears summarizing what you’re agreeing to:

• You agree to keep enough funds in your account for withdrawal each pay period.
• If funds are insufficient, you are responsible for any NSF (non-sufficient funds) fees.
• Auto-approve submits a gross payroll based on your employee’s hours and wage for the period.
• The amount withdrawn will be higher once CPP and EI (and other deductions) are calculated after submission.

Tap Continue to proceed, or close the dialog to cancel.

3. Set optional limits

• Max gross to auto-submit (optional) — leave blank for no maximum, or enter an amount above which a pay run needs your manual review instead of auto-submitting.
• Expense auto-approve limit — the total pending expenses for a pay period that can be auto-approved. If the total is at or under this amount, all pending expenses for the period are auto-approved. If it’s higher, auto-submit is blocked until you review them yourself.

4. Confirm and save

Check the consent box: “I understand that enabling auto-approve will lock hours and submit payroll without me confirming each period.” Then tap Save auto-approve settings. You’ll be asked to verify your identity before the change takes effect.

5. Edit or turn off auto-approve

• To change your limits later, tap Edit auto-approve totals, update the fields, and save again.
• To stop auto-approve, tap Turn off auto-approve. You’ll need to verify your identity to confirm.