Pay schedules
There is one pay schedule for each period, for example one for monthly and one for weekly. Additional pay schedules can be added as required.
Use different schedules to manage how different roles are paid, for example employees to be paid monthly on the last day of the month while directors are paid monthly on the 7th.
- Go to the company name, then select Settings.
- Select Pay Schedules.
- Select + Add New to create a new schedule.
- Enter a schedule Name.
- Select a Frequency.
- To save and select the details for the schedule, select Create.
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Enter the First Payment Date and any other required date settings. The date options vary depending on the frequency selected.
- For the period ending — This allows the payroll date to be changed if employees are paid early, for example over Christmas or a bank holiday.
- and then — To determine when the payment is made for future pay runs, select an option from the list.
Changing a pay schedule
Pay schedules assigned to users and being used on an open payroll cannot be changed until payroll is finalised. Creating or updating a pay schedule is tracked in the employer audit.
Changing the pay schedule can cause problems with other organisations, for example NEST pay reference periods or the payment date to HMRC His Majesty's Revenue and Customs is a non-ministerial department of the UK Government responsible for the collection of taxes, the payment of some forms of state support, the administration of other regulatory regimes including the national minimum wage and the issuance of national insurance numbers..
- Select the pay schedule to change.
- Make the required changes.
- Select and confirm I understand I could be adjusting the payment with HMRC, which may have an impact on the pension provider.
- To save, select Update.
Default pay schedule
When a new employee is added, they are automatically assigned to the schedule set in the employer default pay options.
This can be changed for each employee by editing the pay options on their record.