Payroll Help

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How to Assign Employees to a New Pay Schedule

In this article:
How to Change an Employee Pay Schedule on the Employee Record
How Quickly Bulk Edit Employee Pay Schedules

After you have created a new Pay Schedule, you can assign employees to it. 

How to Change an Employee Pay Schedule on the Employee Record

  1. Go to Payroll > Employee List > {Employee Name} > Pay Info tab. 
  2. Click Edit.
  3. Under Payroll Information find the Pay Schedule field and click in the box. Pay Schedules that are already set up for your company will be displayed in the dropdown.
    • You can also add a new Pay Schedule from the employee record by clicking in the Pay Schedule dropdown and clicking the +Add New link. You will still need to complete the Pay Schedule setup by assigning dates to the pay schedules on the Pay Schedule settings page. Settings > Payroll Settings > Pay Schedules. Check out “First-time Setup: Customize Your Pay Schedule” for more info.
  4. Select the desired pay schedule for the employee and click “Save.”

💡 You can only assign one pay schedule to each employee, however, you can run unlimited payrolls for your employees without any additional charge. (How’s that for value?)

Use the “Off-cycle Pay Schedule” already created for you by the software on payroll step one for one-off payrolls. For more information, check out our help article, “How do I Run an Off-cycle Payroll?”

How to Quickly Bulk Edit Employee Pay Schedules

In beta for select customers

You can change the employee to a different Pay Schedule on the Pay Schedule Settings page.

  1. Go to Settings > Payroll Settings > Pay Schedules
  2. Select the current Pay Schedule the employee is assigned to
  3. Click the “Employees” tab to view all employees assigned to the pay schedule
  4. Select the employee(s) you want to transfer by checking corresponding boxes next to their names.
  5. You can choose to create a new schedule or assign these employees to an existing schedule.

You can only choose schedules that use the same pay frequency as the employee’s current schedule. If you need to move employees to a schedule with a different pay frequency, you must change this on their individual record using the first set of steps above.

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