Managing Payroll Schedules

A payroll schedule is a means to gather data and generate a payroll report. We allow for multiple concurrent payroll schedules, which allows you to set up different reports for different payroll types, locations and employees.

Adding a new payroll schedule

To add a schedule, go to "Payroll" module and switch to "Payroll schedules".

• Click "Add payroll schedule" at the top bar to open an editor
• Give the new schedule a label. This label will be used internally to label reports for this schedule, too.
• Choose the date, from which this schedule should be valid. You can optionally add "Valid to" date to stop the schedule from generating further reports. If you leave this as is, the schedule will be valid indefinitely.
• Choose schedule's frequency. We offer weekly, bi-weekly, monthly and four-weeks frequencies.
• The next two fields are optional, however at least one of them should be filled in for a schedule to run:
  • Choose the types of main compensations (salary or wage) to include into the schedule. 
  • Choose the types of pay supplements to include into the payroll schedule.
• You can also choose which employees should be considered for this schedule. If you leave this field empty, all employees who have at least one of the chosen compensation types assigned to them will be included into the report.
• You may optionally choose locations for which this schedule should run. If chosen, the schedule will only consider employees and further data related to the chosen locations. If no location has been selected, then all locations will be included.
• Click "Add payroll schedule"

After adding a schedule, it will generate the first initial report based on the data you've selected. The report can be seen in the "Payments" tab of the Payroll module.

Editing an existing payroll schedule

To edit a schedule, click the "Edit" button at the top of the schedule card and make the changes. Please keep in mind, that editing a schedule will regenerate all dependent reports except for those reports which have been already marked as "Settled".

Deleting a payroll schedule

To delete a payroll schedule, click "Edit" button at the top of the schedule's card and then click "Delete schedule" at the bottom of the editor. You will have to confirm deletion before the system actually deletes it.
Deleting a schedule will also delete all reports for this schedule except for those reports which have been marked as "Settled".
Please keep in mind, that this action cannot be undone.