Create Payroll Definitions

Payroll definitions indicate the payment frequency and processing schedule. Use payroll definitions to group employees with similar pay characteristics. You can associate employees with payroll through payroll relationships.

Define one payroll for each payment frequency to pay employees, which the enterprise can use to pay its employees. You can use three pay frequencies, namely Monthly, Biweekly, and Weekly to process payments for the different categories of your employees.

While you create payroll definitions, use these definitions to specify payroll details:

  • Effective Start Date

  • First Period End Date

  • Number of Years

Effective Start Date

The effective start date is the first date when the payroll definition is available for employee data. The start date must be on or before the earliest date of any historical data that you want to load.

For example, for a payroll starting on 1/1/2013 with five years of historical payroll data to load, set the start date of the payroll definition to 1/1/2008.

The effective start date doesn't affect the generated calendar of payroll periods. The start date for the first payroll period is based on the first period end date.

First Period End Date

The first period end date is the end date of the first payroll period that the application generates for a payroll definition. It is based on the date of implementation, tax year, benefits enrollments, or a particular payment cycle.

For example, if your weekly payroll work week is Saturday through Friday and your first payment date is on 1/6/12, use 12/30/11 as the first period end date.

Number of Years

The number of years represents how many years of time periods to generate starting from the beginning of the first payroll period, which the first period end date determines.

After you save a payroll definition, you can only increase, but can't decrease this parameter. This is because the application would have already generated a calendar of time periods.

To create payroll definitions, perform these steps:

  1. On the Home page, click the Consolidation Groups quick action under the My Client Groups tab.

  2. On the Consolidation Groups page, Search Results section, click Add Row from the Actions menu.

  3. In the Name field, enter a name.

  4. In the Legislative Data Group field, select a US Legislative Data Group.

  5. Click Save.

  6. Click Done to return to the Search page.

  7. Click the Payroll Definitions quick action under the My Client Groups tab.

  8. In the Search Results section, click Create from the Actions menu.

  9. In the Legislative Data Group field, select a LDG.

  10. Click Continue to open the Create Payroll: Basic Details page.

  11. Enter the details and click Next.

  12. Click Next to open the Payroll Calendar page.

  13. Repeat the steps to create other payroll definitions.