Payroll: Manage Payroll Schemes

Once you've created a payroll scheme, you can manage it from the Setup > Payroll > Payroll Schemes tab. From this tab, you can find a payroll scheme, activate or deactivate it, review its change log, and delete payroll schemes you no longer need.

This article walks through each of those tasks. To learn how to create a new payroll scheme, see "Payroll: Set Up Payroll Schemes." To learn how payroll schemes are organized and how to reorganize rules within a payroll scheme, see "Payroll: Structure of a Payroll Scheme."

Find a Payroll Scheme

The Setup > Payroll > Payroll Schemes tab includes a search field to help you quickly locate a payroll scheme.

To find a payroll scheme

1. Go to the Setup > Payroll > Payroll Schemes tab.
2. In the Find a payroll scheme field, enter all or part of a payroll scheme name.

Activate or Deactivate a Payroll Scheme

Each division can have only one active payroll scheme at a time. If you try to save a second active payroll scheme for the same division, you'll see a message letting you know that a division can't have two active payroll schemes. To switch the active payroll scheme for a division, deactivate the current one before activating the new one.

To deactivate a payroll scheme

1. Go to the Setup > Payroll > Payroll Schemes tab.
2. Select the payroll scheme you want to deactivate.
3. Click Edit.
4. Clear the Active checkbox.
5. Click Save Changes.

To activate a payroll scheme

1. Go to the Setup > Payroll > Payroll Schemes tab.
2. Select the payroll scheme you want to activate.
3. Click Edit.
4. Select the Active checkbox.
5. Click Save Changes.

View the Change Log

The change log keeps a history of the changes made to a payroll scheme's rules, so you can see what changed, when, and who made the change. To open it, select a payroll scheme, then click the Change Log tab on the right side of the page.

Each entry shows the type of change, the affected rule, the date and time of the change, and the name of the person who made it. You can expand an entry to review its details:

• Conditions: The conditions that determine when the rule applies.
• Effects: The properties that determine how the rule pays.
• Target: The rule's payroll source, such as Crew Change, Timesheet, or Payroll Period.
• Rule Number: The rule's identifying number.

Delete a Payroll Scheme

If you no longer need a payroll scheme, you can permanently delete it.

To delete a payroll scheme

1. Go to the Setup > Payroll > Payroll Schemes tab.
2. (Optional) In the Find a payroll scheme field, enter all or part of a payroll scheme name to narrow the list.
3. Select the payroll scheme you want to delete.
4. Click Delete.
5. In the Delete this payroll scheme? confirmation window, click Delete.