How do I create a payroll relationship object group?

Start on the Home page.

You can create Payroll relationship object groups to limit the people processed in a payroll process and reports.

Click My Client Groups.

Click Payroll.

Create a payroll relationship group for the Calculate Payroll process for your UK Weekly payroll.

Click Object Groups.

Set the Legislative Data Group context for the new object group to UK LDG.

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

Click Search.

Click the Create icon.

You have the option to define the group to be static or dynamic. When you define a static group, you can select the payroll relationships and assignments to include or exclude from the group. When you define a dynamic group, you can select a fast formula that contains the criteria to establish the payroll relationships and assignments included in the group. Then you can individually select additional payroll relationships and assignments to include or exclude from the group. In this demo, create a static group.

In the Name field, enter Static Payroll Relationship Group V3.

In the Type field, select Payroll Relationship Group.

Click the Static option.

Click Continue.

To define a static group, select the payroll relationships and assignments to include or exclude from the group.

In the Payroll Name row, Value column, click the Search icon.

In the Object Group Parameter field, enter %UK%.

Click Search.

In the Available Parameter Values section, click the UK Payroll link.

Click Next.

In the Payroll Relationship section, click the Add icon.

In the Payroll Relationship Number row, click the Search icon.

Click the link to add the payroll relationship to the group.

In the Payroll Relationship Number field, enter %890159%.

Click Search.

In the Search Results, click the 890159 link.

Click Submit.

Click the Back icon.

Now calculate a UK Weekly payroll using the static payroll relationship object group you just created. This will limit the payroll run to include only the payroll relationships included in the group.

Click Submit a Flow.

Enter and select all the required information.

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

In the Flow Pattern field, enter calculate payroll and press ENTER.

Click the Calculate Payroll link.

Then, after you’ve entered all the parameters, including the payroll relationship group you just created, click Submit.

In the Payroll Flow field, enter Calculate Payroll March 2024 Obj Group V3.

In the Payroll field, select UK Payroll.

In the Payroll Period field, enter 2024 then select 12 2023 Calendar Month | 2024-03-01 | 2024-03-01.

In the Run Type field, select Regular.

In the Payroll Relationship field, select Static Payroll Relationship Group V3.

Click Submit.

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