To create a new pay group, follow the procedure below.
Create a New Pay Group
1. | Navigate to Payroll > Maintenance > Pay Group. The Pay Group Maintenance screen opens. | |
2. | Click Add. The Pay Group Entry screen opens. |  |
3. | In the Name field, key in a unique name for the pay group. | |
4. | In the Pay Frequency field, select the pay cycle frequency of the pay group. |
Before you can save the new pay group, you must add one or more pay periods to the pay group. To do this, follow the procedure below.
Add Pay Periods to the Pay Group
1. | For AU / NZ Payroll, If the pay frequency of the pay group is Bi-Monthly, in the Split Day field key in the day on which each calendar month is to be split. For example, key in 15 if each calendar month is to be split on the 15th day of each month. This will create two pay periods per calendar month, with one period spanning from the 1st day of the month until the 15th day of the month and the second period spanning from the 16th day of the month until the last calendar day of each month. Skip this step if the pay frequency of the pay group is not Bi-Monthly. | |
2. | Next to the Start Date field, click the In the Create Pay Period section, in the From field enter the Start Date field or click the date button and select the start date of the pay period cycle for the pay group. Where For AU / NZ Payroll, where the pay frequency of the pay group is Bi-Monthly, this must be the first day of a calendar month. |  |
3. | Next to In the End Date To field, enter the end date or click the button and select the end date of the pay period cycle for the pay group. Where For 🇦🇺 AU / 🇳🇿 NZ Payroll, where the pay frequency is Bi-Monthly, this must be the last day of a calendar month that falls after the start date. For other pay frequencies, this can be any date that falls after the the start date. The system will automatically default the end date to the nearest valid date depending on the applicable pay frequency. For example, if the pay frequency is weekly, the start date is 18/11/2013 and the end date is set to 23/11/2013, the end date will be automatically changed to 24/11/2013 so that a full pay period of 7 days is created. | |
4. | For 🇬🇧 UK Payroll, In the First Pay Date field, enter the date or click the button to select the first pay date for the first pay period cycle. | |
4. | Click Generate. Each pay period created within the start and end dates you specified is listed in the Pay Period Information section of the Create Pay Periods screen and the status of the first pay period in the cycle is set to Open. For UK Payroll this process will also set the normal pay date for each pay period based on the date entered in First Pay Date. The normal pay date can be changed once the generation has been saved (see Change the Normal Pay Date item below). The screen will display the Week Day of the pay date to make it easier for users to determine what the pay date should be. Tax Period is displayed which is based on the pay date that is applied. It is not possible to duplicate tax periods. |  |
At this point you can save the pay group or you can optionally enable a warning message that is to be displayed to timesheet initiators if they submit a timesheet, which will be paid as part of the pay group, and the timesheet is deemed to be submitted late and therefore the timesheet may not be paid until the following pay period. If you do not want to configure a late timesheet warning, save the new pay group by clicking Save at the top of the Pay Group Entry screen and skip the procedure below. Otherwise, proceed to the procedure below prior to saving the new pay group.
Configure the Late Timesheet Warning
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