--- title: "Payroll Calendar Wizard" slug: "payroll-calendar-wizard" description: "Payroll Calendar Wizard — 3-step guide for pay company, frequency, start date, pay period review, and optional copy to other companies." updated: 2026-06-10T16:11:19Z published: 2026-06-10T16:11:19Z canonical: "docs.restaurant365.com/payroll-calendar-wizard" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Payroll Calendar Wizard The **Payroll Calendar Wizard** [creates](/doc/docs/create-payroll-calendar) or [edits](/doc/docs/edit-payroll-calendar) 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](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). --- ## Navigation ****Navigation Menu**** 1. Select **Payroll** from the left navigation rail. 2. Under **Payroll**, select **Payroll Calendar.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1770659104345.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A55Z&se=2026-11-09T18%3A22%3A55Z&sr=c&sp=r&sig=pEdLtq8P%2Fmc%2BV4tH%2BhctEkcZcDTZbZyvcx6PCK0wm%2FE%3D) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A55Z&se=2026-11-09T18%3A22%3A55Z&sr=c&sp=r&sig=pEdLtq8P%2Fmc%2BV4tH%2BhctEkcZcDTZbZyvcx6PCK0wm%2FE%3D) --- ## Payroll Calendar Set Up Wizard ### Step 1: Schedule Define the frequency and structure of pay periods. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4PZYI92V.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A55Z&se=2026-11-09T18%3A22%3A55Z&sr=c&sp=r&sig=pEdLtq8P%2Fmc%2BV4tH%2BhctEkcZcDTZbZyvcx6PCK0wm%2FE%3D) | | 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DFSNLSRW.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A55Z&se=2026-11-09T18%3A22%3A55Z&sr=c&sp=r&sig=pEdLtq8P%2Fmc%2BV4tH%2BhctEkcZcDTZbZyvcx6PCK0wm%2FE%3D) | | 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) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VHFWDX1G.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A22%3A55Z&se=2026-11-09T18%3A22%3A55Z&sr=c&sp=r&sig=pEdLtq8P%2Fmc%2BV4tH%2BhctEkcZcDTZbZyvcx6PCK0wm%2FE%3D) | | 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. |