Payroll schemes define the rules for paying your crew. Adding schedules to Helm CONNECT creates work periods (i.e., days worked) which are evaluated by the rules in your payroll scheme; if a work period triggers a rule, it will generate pay. Rules can be triggered by various conditions, including the duration of schedule entries, earning codes, payroll classes, and custom fields. Based on which rules are triggered, approved schedules will generate actual pay, while planned and pending schedules will forecast pay.
Manage your payroll schemes on the Setup > Payroll > Payroll Schemes tab. Schemes can include four different types of payroll rules: rates, extra pay, bank accruals, and bank withdrawals.
The Structure of a Payroll Rule
When you add a new section to a payroll scheme, you'll start with one default rule group containing one sub-group with a single rule in it. Depending on the complexity of your payroll scheme, you can add additional groups, sub-groups, and rules, as needed.
The plus (+) and minus (-) icons to the right of each group, sub-group, or rule allow you to add another instance of that item below the current one or to delete it from the section. Clicking the More icon allows you to add an instance above the current one, duplicate it, or copy it to your clipboard then paste it to a different location within the section.
Different Types of Payroll Rules
The following articles provide details about setting up the different types of payroll rules: