Payroll Calendar Wizard

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The Payroll Calendar Wizard can be accessed after selecting ‘Create Calendar’ or ‘Edit’ from the Payroll Calendar page.


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

  1. Navigate to the Payroll tab.

  2. Select Payroll Calendar.

  3. Select either Create Calendar or Edit.


Payroll Calendar Set Up Wizard

Step 1: Schedule

Button/Field

Description

1

Pay Frequency

Specifies how often employees are paid: weekly, biweekly, semi-monthly, or monthly. Once selected, the pay period start and end dates are auto-filled.

2

Start Date

The start date of each pay period. This cannot be edited after the calendar is created.

3

End Date

The end date of the first pay period. It is a read-only field that populates based on the selected start date and pay frequency.

4

First Pay Date

The first date that employees will be paid. This field can be edited after the calendar is created. It determines the date for direct deposits and appears on printed checks.

5

Before/After Radio

Indicates whether employees are paid before or after a holiday or weekend if the pay date falls on one.

6

Continue

Moves to the next step, ‘Review your pay dates.’

Step 2: Review (List View)

Button/Field

Description

1

View Toggle

Changes the view from calendar view to list view.

2

Pay Periods

Dates associated with a single pay period.

3

Publish

Publishes changes (if any) and creates the payroll calendar.

Step 2: Review (Calendar View)

Button/Field

Description

1

View Toggle

Changes the view from calendar view to list view.

2

Publish

Publishes changes (if any) and creates the payroll calendar.