New Year Setup
Make sure your agency is ready for the new year by setting up the pay periods and pay period accruals.
Pay Periods:
From Administration, click on the ‘Pay Periods’ tab.
Click the link for ‘Pay Period Generator Utility’.
Choose the starting number for your pay periods.
This number can be reset every year if desired
By default, the application will use the day following the last pay period in the application for the ‘Start Date of first Pay Period to be Generated’. This can be changed if needed.
Enter the ‘Number of Days in each Pay Period’. 7 for weekly, 14 for biweekly.
Enter the ‘Number of Pay Periods to Generate’.
Click ‘Generate Pay Periods’.
Pay Period Accruals:
This determines the dates for Time Off to be based on. Without setting this up, the time off will be based on a Jan 1 - Dec 31 range instead of by pay periods.
From Administration, click on the ‘Pay Period Accruals’ tab.
Click ‘Add Pay Period Accrual’.
Enter the ‘Accrual Year’.
Select the starting pay period for the accrual year.
Select the ending pay period for the accrual year.
Click ‘Add this Pay Period Accrual’.
Time Off Balances:
Time off balances will automatically roll over after the first pay period of the new year is complete. If you make an adjustment prior to this, the new balance will not automatically generate.
PayStub (only applicable for Paymate customers):
This determines your pay year for PayStub
From Administration, click' Pay Period Accruals' from the ‘Pay Stub’ section.
Click ‘Add Pay Period Accrual’.
Enter the ‘Accrual Year’.
Select the starting pay period for the accrual year.
Select the ending pay period for the accrual year.
Click ‘Add this Pay Period Accrual’.