1. In Configuration, click Schedules and then click New Schedule.
  2. Enter a schedule ID, Description, and the year in the appropriate fields.
    Note: We strongly recommend you use the same schedule ID each year to ease the transition from one year to the next.
  3. In the Pay Frequency field, select how often to issue payments. Your selection activates additional options:
    • Monthly
      • Every [ ] month(s) on day [ ] select the frequency of
        monthly payments and the date to pay them. For example, every month on the 15th.
      • Every [ ] month(s) on the [ ] select the frequency of
        monthly payments and the day to pay them. For example, each month on the first Friday. 
    • Semi-monthly, in the Every [ ] month(s) on day [ ] and
      the [ ] field, select the frequency of semi-monthly payments and the
      dates to pay them. For example, every two months on the first and 15th.
    • Weekly select the frequency of weekly payments and mark the checkboxes for the days to make payments. For example, each week on Friday.
    • Quarterly, in the Every three month(s) on day [ ] field,
      select the day to make payments. For example, every three months on the second Friday.
    • Bi-weekly in the Every two week(s) on field, mark the
      checkboxes for the days to make payments. For example, you can make
      payments every two weeks on Wednesday.
  4. In the Number of periods field, select the total number of pay periods for the year.
  5. In the Starting on field, enter the earliest possible period end date.
  6. In the Hours per day field, enter the number of hours an employee works per day on this schedule.
  7. In the Days per week field, enter the number of days an employee works per week on this schedule.
  8. The grid on the right displays details for the pay schedule as defined in the fields on the left. If you make changes, click Update grid and select from the drop-down list the column to update.
  9. Click Save and Close.

Notes:

  • We strongly recommend verifying all of the dates in your pay schedule. Make sure that the last date in the schedule extends to the last day in the calendar year that you want to pay your employees through.
  • Schedules are used to define period end dates and are setup per calendar year, but the same schedule ID can be used across calendar years.
  • Schedules in Configuration cannot be modified or deleted once a record has been calculated against the schedule.
  • Compensation settings (pay types, benefits, and deductions) on an employee record can follow the employees default schedule or a separate schedule may be attached to each compensation setting.
  • Schedules created for consecutive years created by either creating a new schedule with the same number or by copying the previous year's schedules are linked because they share the same schedule IDs. Because they are linked, when the new year begins, default schedules update automatically for all employees assigned to the copied schedules. Schedules for compensation types do not automatically update. The first time you are prompted to update compensation schedules. If you click Yes, the program updates the compensation types according to the employees default schedule.