Payroll: Set Up Payroll Periods

Payroll periods determine the interval at which you calculate payroll for your crew. Common payroll periods include monthly, semi-monthly, bi-weekly, and weekly. You can also set up a custom payroll period if you need a different interval.

Before You Begin

• Each payroll period should belong to a payroll group, so make sure you have at least one payroll group set up before you create payroll periods. If different groups of your crew are paid at different intervals, you can set up a separate payroll group for each one.
• Payroll periods must be set up before payroll can be generated in a given date range. You can create them indefinitely into the future, but to avoid confusion, we recommend that you don't create them too far in advance.

Set Up Payroll Periods

You can set up multiple payroll periods at once on the Setup > Payroll > Payroll Periods tab.

To set up payroll periods

1. Go to the Setup > Payroll > Payroll Periods tab.
2. From the Payroll Group list, select the one for which you're creating pay periods.
3. From the Period list, select the period for which you'll be generating payroll. If you select Custom, enter the start and end dates for the period in the First Day and Last Day fields.
4. From the Period Start Day list, select the day of the month on which you want the period to start.
5. Click the After and Before fields, then use the calendars to set the date range for the payroll periods you want to create.
6. Click Create Payroll Periods.
7. In the confirmation message that displays, make sure the payroll periods you're about to create look accurate, then click Create.

Make Payroll Periods Inactive

If you have payroll periods that you no longer need, you can make them inactive so they don't appear in payroll period lists throughout the system. Inactive payroll periods are still available in reports.

To make payroll periods inactive

1. Go to the Setup > Payroll > Payroll Periods tab.
2. For each payroll period you want to make inactive, clear the corresponding checkbox in the Active column.
3. Click Save Changes.

Delete Payroll Periods

You can delete payroll periods as long as they don't have any payroll data associated with them. If a payroll period does have payroll data associated with it, you'll see a warning message and won't be able to delete it.

To delete payroll periods

1. Go to the Setup > Payroll > Payroll Periods tab.
2. For each payroll period you want to delete, select the corresponding checkbox in the Delete column.
3. Click Save Changes.