Create a payroll period

A payroll period defines a pay cycle. Once created it starts as a Draft, ready for you to generate payslips.

Steps

1. Payroll periods are created automatically from your pay schedule. Open Payroll; if no pay schedule exists yet, select Set Up Pay Schedule and configure your pay frequency and dates. The current and upcoming periods then appear on the Payroll page as Drafts.
2. Enter a Name for the period.
3. Choose the Frequency: weekly, bi-weekly, semi-monthly, or monthly.
4. Set the Start Date and End Date. The end date must be after the start date.
5. Set the Pay Date. It must be on or after the end date.
6. Save. You land on the new period’s details page with a confirmation.

Tip: If a pay schedule is configured for your organization, periods can be created automatically from that schedule, so you may not need to add them by hand.

Related: Generate payslips for a period