How to create a payroll schedule

Setting up a payroll schedule ensures pay periods are clearly defined and employees are paid on time. Follow the steps below to create a payroll schedule.

1. Name the payroll schedule

• From the main menu, go to Business Settings

• On the Pay Schedules page, click Pay Schedule Name

• Enter a descriptive name (e.g. Bi-weekly payroll) to easily identify the schedule

2. Set the pay frequency

• Click Pay Frequency

• Select how often the client will pay employees (e.g. weekly, bi-weekly, semi-monthly)

3. Define the anchor dates

In the Anchor dates section, set:

• End of next pay period – The last day of the current pay period

• Next pay date – The date employees will receive their pay

4. Choose a pay day movement setting

This determines how the system handles pay dates that fall on weekends or holidays:

• Previous business day – Deposits are made the business day before

• Next business day – Deposits are made the business day after

5. Save your schedule

• Click Save to finalize the payroll schedule