Readiness state
Unchasable bank gap
Needs review
- Bank details missing
- No work email
- Chasers cannot be sent
Bank details you can't chase
Employees missing bank details who also have no work email to chase.
Unchasable bank gap
Needs review · Human step
2gaps
No work email to chase
Bank gaps cannot be chased by email.
Human step assigned- Bank details missingBank account number or sort code is missing.
- No work emailPaperThread cannot send chasers.
How it works.
- 01
Find the people
Open the connected HRIS and find the employees missing a work email.
- 02
Add a work email
Add a valid work email for each person.
- 03
Sync
Run Sync in PaperThread Integrations.
- 04
Recheck
PaperThread rechecks the bank gaps after the HRIS sync.
- 05
Clear
No unchasable bank gaps remain on this case after the update.
Bank gaps cannot be chased by email.
Add a work email, or chase manually via manager or HR, then sync the HRIS.
Outstanding actions
- Needs reviewAdd a valid work emailHR, Finance
- Needs reviewChase via manager or HRHR, Finance
- Needs reviewRun Sync in IntegrationsHR, Finance
What PaperThread checks.
PaperThread checks bank account number, sort code, and work email on the connected HRIS.
What it checks
- Bank account number
- Sort code
- Work email
Gaps it can surface
- Missing bank details
- No work email
- Bank gaps cannot be chased by email
When the next step needs you.
PaperThread cannot send chasers. Today shows a human step, and the Thread keeps the task until it is verified.
PaperThread cannot send the chaser.
Employees missing bank details also have no work email, so the chase stays with a person.
A person adds the email or chases manually.
Add a work email in the HRIS, or chase via manager or HR, then sync. Mark done so PaperThread can recheck.
The Thread
- Gap found
- Human step assigned
- Mark done
- Gaps rechecked
PaperThread cannot send chasers.
Employees missing bank details who also have no work email to chase.
Employees missing bank details who also have no work email to chase.
Employees missing bank details also have no work email, so PaperThread cannot send chasers.
Add a work email, or chase manually via manager, then sync the HRIS.
If emails are still missing, the case stays open.
No unchasable bank gaps remain on this case after the update.
Next step
Add a work emailChase via manager or HR
Human step needed
Awaiting HR
- Work emailNo work email on fileOwner: HR, Finance · Needs review
- Bank detailsBank account number or sort code missingOwner: HR, Finance · Needs review
- Work email on fileBank-detail chase can proceed
Works across your connected systems.
This workflow reads the employee record and payroll cut-off fields from the connected HRIS.
HRIS
Any connected HRIS
Employee record, work email, bank account number, sort code
Payroll
Payroll cut-off
Payroll cut-off read, used with the bank-detail check
Common questions, clear answers.
Everything you need to understand how PaperThread works, where it fits, and how it connects with the tools your People team already uses.
Work email on file so bank-detail chase can proceed.
Add work emails before chasing bank details, or chase via manager or HR manually.
30-day free trial · 5-minute setup