Payroll: Set Up Payroll Groups

Payroll groups let you organize your crew members into groups, each with its own payroll rules and payroll periods. You can also create separate reports that filter crew members by payroll group.

To create a payroll group

1. On the Setup > Payroll > Payroll Groups tab, click New Payroll Group.
2. Enter a name for the payroll group.
3. (Optional) In the Accounting Code field, enter an accounting code. This lets you export your payroll data or integrate it with an external accounting system. Make sure it matches the codes used in your other systems.
4. From the Payroll Rounding list, select a rounding preference for calculating crew member payments. You can round hours up, down, or to the nearest value. If you don't need rounding, leave this set to No Rounding.

   NoteSelecting a rounding preference here doesn't automatically apply rounding to your payroll. For rounding to take effect, you also need to configure your earning codes or payroll scheme rules to use rounded hours. Set the Quantity field on your earning codes to Hourly (Rounded), or select Total Hours (Rounded)or Daily Hours (Rounded) as the quantity in your payroll scheme rules.

5. Click Save Changes.

To apply a payroll group to a crew member

Each crew member can belong to only one payroll group at a time. In addition, if you change a crew member's payroll group, the change only applies going forward. Past calculations remain in the previous payroll group.

1. On the Management > People > People tab, click on a crew member.
2. Click the Details sub tab then click Edit.
3. In the Personnel section, from the Payroll Group list, select a payroll group for the crew member.
4. Click Save.

To limit a payroll group by role

By default, all roles can see all payroll groups. If you need to restrict access to a payroll group, you can limit it to specific roles. When roles are selected, only those roles will see the payroll group and its associated payroll periods in the Payroll Period filter on the Personnel > Payroll > Overview and Payroll Details tabs.

1. On the Setup > Payroll > Payroll Groups tab, select the payroll group you want to restrict.
2. In the Limited to Roles section, select the roles that should have access.
3. Click Save Changes.