To set up a pay schedule go to Payroll Settings > Pay Run Settings > Pay Schedules.
You will need to click on the 'Add' button to create a pay schedule. Pay schedules are used to set up pay runs. The pay schedule's settings are used each pay run to calculate what to pay employees.
There is no limit on the number of pay schedules you can create and they can be configured for any combination of pay frequencies so you can have multiple weekly, fortnightly and monthly pay schedules all running at the same time.
When you click the 'Add' button you will see the below screen:
You can select a name for the pay schedule and chose from the drop down menu under the heading 'Frequency' where you will have the option to select: weekly, fortnightly, four weekly, monthly, quarterly or annually.
If you have set the director up with an annual salary and want to split the payments into 12 equal basis then you need to tick the box 'Calculate monthly hours based on an annual average'.
You need to select the included employees you want to add to this pay schedule.
If you want to add any payslip messages you should do so in the pay slip message field.
If you are setting the pay schedule to be manual and not automated you would configure the pay run warnings in this section. By default, all triggered system warnings will be displayed in the pay run. There may, however, be some pay run warnings that are of no relevance to a particular pay schedule and so you would prefer they are not displayed in the pay run at all. This setting allows you to configure what warnings you actually want displayed in the pay run. Clicking on 'here' will open the context panel. Deselect the warnings you do not want appearing in the pay run.
Once you have set the pay schedule and you are happy with the settings press 'Save'.
From the screen you are also able to delete the pay schedule by clicking on the red bin in the top right hand corner of the window.
Clicking on the bin will trigger a delete confirmation. Click 'Delete' to confirm deletion of the pay schedule:
N.B. If the bin icon is disabled (ie displays in a grey colour) you will not be able to delete the pay schedule. This is because the pay schedule has been previously used to pay employees. We do not allow the deletion of the pay schedule so as to not to affect ongoing reporting by pay schedule.
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