The Payroll Calendar Wizard creates or edits payroll calendars that define pay periods, pay dates, and schedules. Use the wizard to set up consistent pay cycles for all employees.
Security
Users must have the following permission(s) to access the Payroll Calendar Wizard:
Payroll → Workforce Payroll → Payroll Calendar → Edit Payroll Calendar
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Navigation Menu
Select Workforce from the left navigation rail.
Under Payroll, select Payroll Calendar.
Search
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.
Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.
Payroll Calendar Set Up Wizard
Step 1: Schedule
Define the frequency and structure of pay periods.
Button/Field | Description | |
|---|---|---|
1 | Close ‘X’ | Closes the Add new payroll calendar wizard without saving changes. |
2 | Progress Menu | Displays the wizard steps and indicates the current step in the payroll calendar setup process. |
3 | Payroll Company | Sets the payroll company used to determine pay periods and pay dates. |
4 | Pay Frequency | Defines how often employees are paid and calculates the number of pay periods per year. |
5 | Start Date | Sets the start date of the first pay period used to generate all subsequent pay periods. |
6 | End Date | Sets the end date of the first pay period used to generate all subsequent pay periods. |
7 | First Pay Date | Defines the date employees are paid for the first pay period. This field determines direct deposit timing and printed check dates. It can be edited later. |
8 | Before/After Radio | Determines whether pay dates that fall on weekends or bank holidays are processed before or after. |
9 | Next | Advances the wizard to the next step in the payroll calendar setup process. |
Step 2: Review
Confirm that all generated pay periods and dates are correct before publishing.
Button/Field | Description | |
|---|---|---|
1 | View Toggle | Switches between list view and calendar view for reviewing pay periods and pay dates. |
2 | Pay Periods | Displays each pay period with its start date, end date, submission date, and pay date. |
3 | Back | Returns the wizard to the previous step without saving changes. |
4 | Next | Advances the wizard to the next step after review is complete. |
Step 3: Copy (Optional)
Button/Field | Description | |
|---|---|---|
1 | Payroll companies | Defines one or more payroll companies that receive a copied version of the payroll calendar. |
2 | Back | Returns the wizard to the previous step without publishing the payroll calendar. |
3 | Publish | Saves and publishes the payroll calendar and applies copies to the selected payroll companies. |