Payroll: Set Up Payroll Schemes

Payroll schemes define how Helm CONNECT calculates pay for your crew. Each scheme contains a set of rules that trigger pay when conditions are met, such as the duration of a crew change or the earning code on a timesheet entry. This article walks you through creating a new scheme and adding rules to it.

Create a Payroll Scheme

You can create a payroll scheme on the Setup > Payroll > Payroll Schemes tab.

To create a payroll scheme

1. Go to the Setup > Payroll > Payroll Schemes tab.
2. Click New Payroll Scheme.
3. In the Name field, enter a name for the scheme.
4. From the Division list, select the division this scheme applies to. The list defaults to your division.
5. Select the Active checkbox to make this scheme active. Only one payroll scheme can be active per division at a time. If you're setting up a new scheme to replace an existing one, clear the Active checkbox on the old scheme first.
6. (Optional) Select the Payroll Forecasting checkbox if you want this scheme to forecast pay. See "Payroll: About Payroll Forecasting."
7. Click Save Changes.

Add Rules to a Payroll Scheme

Once you've created a payroll scheme, you can start adding rules to it. Schemes can include the following types of rules:

• Rates: Set the pay rate for time worked, such as a regular hourly rate or an overtime rate. See "Payroll: Add Rate Rules to Payroll Schemes."
• Extra Pay: Add one-time amounts on top of rates, such as a bonus or per diem. See "Payroll: Add Rules for Extra Pay to Payroll Schemes."
• Bank Accruals: Add to a bank, such as banking hours toward vacation or sick time. See "Payroll: Add Rules for Bank Accruals to Payroll Schemes."
• Bank Withdrawals: Pay out from a bank, such as paying out accrued vacation. See "Payroll: Add Rules for Bank Withdrawals to Payroll Schemes."
• Bank Transfers: Move balances from one bank to another. See "Payroll: Add Rules for Bank Transfers to Payroll Schemes."

For more about how rules work, see "Payroll: Structure of a Payroll Scheme."