How do I create a payroll definition?

Start on the Home page.

Payroll definitions contain calendar and offset information used to determine when you calculate and cost payments.

Click My Client Groups.

Under Quick Actions, click Show More.

Use the Payroll Definitions task to specify details such as payment frequency, payroll period dates and other parameters for a particular payroll.

Click Payroll Definitions.

Create at least one payroll definition for each payroll period type you use to pay employees.

Click the Create icon.

In the Legislative Data Group field, enter UK and select UK LDG.

In the Effective As-of Date field, enter 1/1/11.

Click Continue.

Each payroll must belong to a consolidation group and a legislative data group. You have the option to select a primary ledger that will be used for payroll costing. The ledger determines accounting information such as the chart of accounts and accounting calendar. Select a payment method of type cheque as the default payment method.

In the Name field, enter Monthly_Payroll_UK.

Click the Consolidation Group drop-down list and select UK Consolidation Group.

Click the Period Type drop-down list and select Monthly Calendar.

In the First Period End Date field, enter 30/06/12.

Click the Default Payment Method drop-down list and select UK OPM 2.

Select the organization payment methods supported by this payroll such those required for electronic bank payments.

In the Additional Information section, click Add.

Click the Organization Payment Method drop-down list and select UK OPM 2.

Click Next.

When you create a payroll definition, the application generates the payroll calendar based on the period type and the end date of the first payroll period. Offset details determine other key dates for each payroll period such as Date Paid and Cutoff Date.

In the Number of Years field, enter 5.

For Fixed Date, select the Yes option.

In the Cutoff Date field, click the Calendar icon and select June 25th.

In the Date Earned field, click the Calendar icon and select June 28th.

In the Payroll Run Date field, click the Calendar icon and select June 28th.

In the Date Paid field, click the Calendar icon and select June 28th.

In the Payslip Availability Date field, click the Calendar icon and select June 28th.

In the Planned Submission Date field, click the Calendar icon and select June 26th.

Click Next.

Click Next.

Each payroll period in the calendar is assigned a unique name.

Highlight the Suspense Account and Default Account fields.

You can associate accounts to the payroll definition that will be used by the payroll costing process for suspense and default accounting purposes.

Click Next.

Review the details of the payroll definition. If everything looks correct, click Submit.

Click Submit.

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