Configuring Payroll Schedules

Open the Payroll Schedules form.

To update an existing payroll schedule you can move to the next step.

To create a new payroll schedule select a blank line from the grid at left, then specify this information:

Payroll Schedule: An ID for the payroll schedule.
Description: A brief description for the payroll schedule.
Facility: Select the facility to use this payroll schedule.

The Payroll Year and payroll calendar start date are defaulted in from the Facility form. This confirms the correct reference for the payroll start date and payroll year. You can updatethe Payroll Start Date and Year on the Facility form if the values do not refer the correct date or year.

From the Payroll Generation list, specify whether payroll will be processed weekly, bi-weekly, monthly, or semi-monthly.

Note: Payroll periods processed on a semi-monthly basis will start on the first and fifteenth day of the month.

In the Extract Format section, specify this information:

Extract Structure

Select one of these structures to determine how information should be displayed on the extract:

Single Record Per Employee : Select to generate one record per employee.
Clocked and Alternative Hours Records : Select to generate multiple records for each employee, one for clocked hours and one that summarizes each absence code found in the payroll period.
Breakdown by Hours Type : Select to generate one record for each hours code, including clocked hours.

Hours Format

Select a format for displaying time: Hours/Minutes (0815) or Fraction of an Hour (8.15).

Fixed Length

Select to specify lengths for fields on the extract. Clear to separate fields on the extract with commas. The Len and Just fields are enabled when this check box is selected.

Submit Net Change on Reprocessing Extract

Select to only reprocess data that has changed, when re-extracting records. Clear to reprocess all data, when re-extracting records.

In the Hours Codes section, if you specified Breakdown by Hours Type for the Extract Structure, specify the hour codes to display adjacent to the clocked hours categorizations for regular time, overtime, and double time on the extract.
In the Extract Configuration section, specify the position and, if applicable, length and justification for information on the extract.
To create the payroll schedule, click Generate Payroll Schedules.
To show the payroll schedule on a calendar, click View Payroll Calendar.