Pay Schedules - Adding a New Pay Schedule

When configuring a Pay Schedule, you can create both a Check Dates and a Pay Period End Dates calendar.

  • Check Dates - The dates entered will signify dates employees will receive a paycheck. Benefits, Compensation, and Payroll Deductions are based off the Check Dates. If you wish to do a Deduction Date Exclusion, this can be setup at the Benefit Level. Please see: Pay Date Exclusions. Additionally, Accruals that are based on Pay Dates will use the Check Dates calendar.
  • Pay Period End Dates - The dates in which a pay period ends. Time & Attendance (TLM) is based off the Pay Period End Dates.

If not already there, navigate to Setup > Setup Properties, Pay Schedule Configuration > Pay Schedules.

From the Actions drop-down menu, click Add New Pay Schedule.

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Step 1 - Enter Pay Schedule Name

  1. Enter the following information for "Step 1 - Enter Pay Schedule Name"

    Add_Pay_Schedule_-_00.png

    • Give the pay schedule a name (i.e. weekly, bi-weekly, monthly, etc)
    • Enter a description if necessary
    • If this pay schedule should be the default schedule for all new employees added to the system, check the 'This is the default schedule for new employees' check box.
    • The 'Always base Per Pay Compensation Rates on the following number of Pay Periods' is used if the number of Pay Periods used in calculating Per Pay Compensation Rates is different than the number of Pay Periods configured within this schedule in Step 2. For example, if there are 26 pay periods in the schedule, but Employee compensation should only be calculated over 24 pay period, you would enter 24 in this section.
  2. Click Save Schedule and proceed to the next tab.

Step 2 - Configure Dates

  1. Select the applicable year in the 'Add a new year' drop down and click Add.

    Configure_Dates-_01.png

  2. When created, the calendar defaults to a calendar schedule beginning today + 12 months. Click the newly created year to refresh the calendar if you need to start the calendar year on 1/1.

    Configure_Dates-_04.png

    *Note - you will get an error if you do not refresh the calendar and try to enter a Start Date prior to the displayed 12-month calendar.

    • BEFORE clicking the calendar year:

      Configure_Dates-_05.png

    • AFTER clicking the calendar year:

      Configure_Dates-_06.png

  3. Within the 'Check Dates' tab, verify your Start Date is correct, select the payroll frequency from the drop down, and hit 'Create Dates'. This is the date the Employees receive their paychecks.

    Configure_Dates-_07.png

    The Check Dates will auto highlight based on the Start Date and Frequency selected. Manual changes can be made by unselecting/selecting appropriate dates based on your needs

    Configure_Dates-_08.png

  4. Within the 'Pay Period End Dates' tab, verify your Start Date is correct, select the frequency from the drop down and hit 'Create Dates'. This date represents the last day of the payroll period.
    The Pay Period End Dates will auto highlight based on the Start Date and frequency selected. Manual changes can be made by unselecting/selecting appropriate dates based on your needs

    Configure_Dates-_09.png

    Tip: If the Check Dates and the Pay Period End Dates are the same, you can copy the Check Dates once created, and populate the Pay Period End Dates using the Action called 'Copy Selected Dates to the Unselected Calendar Tab'

    Configure_Dates-_10.png

    Important Note: If you are loading historical data into the system, you need to build out the historical years' pay schedules as well following the steps above.

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