QRG Create Pay Schedules

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Purpose

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Steps

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Create a Pay Schedule record

1. Click on the App Launcher icon. (See Figure 1)

2. Go to the Schedules object by using the Search function. (See Figure 2)

3. Click on the New button. (See Figure 3)

4. Choose the record type of Pay Schedule and click Next . (See Figure 4)

5. Follow this step in the sequence given below:
   1. Populate the following required fields to provide the base details of the Payment Schedule record: (See Figure 5)
      1. Schedule
      2. Split Option
      3. Period Type
      4. Payee Selection
      5. Check Assignments for Pay Calendars
      6. Source Update Pay Batch
      7. Earliest Payroll Calculation Date
      8. Finalise Based On
      9. Payroll Jurisdiction
      10. Pay Advice Group By
      11. Pay Advice Detail Level
      12. From Email Address
   2. Populate the following optional fields as needed: (See Figure 5)
      1. To integrate the Pay Schedule record with an external system, populate the External ID field.
      2. To provide a default variance threshold for the Pay Batch Manager reporting, populate the Payrun Variance Threshold field.
      3. To provide a default variance type for the Pay Batch Manager reporting, populate the Payrun Variance Type field.
   
   The External ID field is available and should only be populated where system integration is required for the record.
   3. Populate the following required fields to provide the base details of the Pay Schedule record: (See Figure 6)
      1. N/A
   4. Populate the following optional fields as needed: (See Figure 6)
      1. To define the Pay Rate frequency, populate the Default Pay Rate Frequency field.
      2. To define the default Pay Code value on a new Assignment Rate record, populate the Default Pay Rate Pay Code .
      3. To indicate whether Auto Pay should be set to Yes or No by default on the creation of new Assignment Rate records, populate the Default Pay Rate Auto Pay field.
      4. To set the default Pro Rata Method value on a new Assignment Rate record, populate the Default Pay Rate Pro Rata Method field.
      5. To allocate which Pay Code will be used for payment of a Public Holiday for an Auto Pay Assignment using Work Schedules, populate the Auto Pay Public Holiday Pay Code field.
   5. The following fields are populated automatically, however if there are any changes, users must override the defaults:
      1. Auto Pay Days per Year, Auto Pay Days per Week, Auto Pay Weeks per Year, Auto Pay Days per Fortnight, Auto Pay Fortnights per Year, and Auto Pay Months per Year .
      
   6. Populate the following optional fields as needed: (See Figure 7)
      1. To provide warnings about Payee Pay Batches containing fields that exceed the Minimum or Maximum thresholds, populate the Warning Minimum Gross Pay, Warning Minimum Net Pay, Warning Minimum Total Quantity, Warning Maximum Gross Pay, Warning Maximum Net Pay, and Warning Maximum Total Quantity fields with the required threshold value.
      2. To default a Notification Setting when an Assignment is related to this Pay Schedule, populate the picklists Timesheet Notification Setting, Expense Claim Notification Setting, Leave Notification Setting fields. These can be overridden at a Client level.
6. Click on the Save button.

7. A new Pay Schedule record has been created. (See Figure 8)

8. To modify an existing Pay Schedule record, open the required record and select the Edit button available on the top right side of the page. You can also double click in any of the fields that need editing, or just click on the pencil icon that appears within fields when you move your cursor over the field.
9. When complete, click on the Save button.

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Field Descriptions

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Further Information