Add Calendars

Calendars are used to determine how often the payroll batch is run and on what dates. Each payroll period can only be used once.

After a payroll batch has been processed for a period, the batch number is displayed on the Payroll Periods tab.

Add payroll calendars

1. Select Finance from the Module pull-down list on the top of the screen.

2. Select Calendars located under Pay Schedules from the Payroll menu, and that window opens.

3. Click Add Payroll Calendar, and the New Payroll Calendar window opens.

4. Complete the fields as described. Both are required.

• Name: Enter a brief name.

• Calendar Type: Select from monthly, semimonthly, biweekly, and weekly.

5. Click Create when you've finished entering information. The record is saved, and the Payroll Periods tab is visible.

6. Click on the Payroll Periods tab, and that window opens displaying any existing payroll periods.

7. Click Add Period, and the Payroll Period window opens.

8. Complete the fields as described. All fields are required.

• Add Method: Select from Add Single Periods and Add Multiple Periods. Note: For the first period, you must select Add Single Periods even if you want to eventually add multiple periods. The additional periods can then be based on the dates for the first period.

• Period: Enter the begin and end dates for this period in mm/dd/yyyy format, or click the icon to enter the dates.

• Default Pay Date: This default date can be edited when you create a payroll batch.

• Default Post Date: This default date can be edited when you create a payroll batch.

• Exclusions: Select from False - Include per period adjustments or True - Exclude per period adjustments.

9. Click Save when you've finished entering information. The period is saved, and you're returned to the Payroll Periods tab.

10. Click Add Period again to enter the remaining periods for this calendar.

• If you want to add periods individually, repeat steps 7 - 9.

• If you want to add the remaining periods with a single action, continue with step 11.

11. Complete the fields as described. All fields are required.

• Add Method: Select Add Multiple Periods to quickly add the remaining periods. Note: The additional periods are based on the dates for the first period. For example, for a monthly calendar with period begin & end dates of 08/01/2018 & 08/31/2018, the remaining periods will automatically have the first day of the month as the begin date and the last day of the month as the end date. If needed, these dates can be edited after the periods are created.

• Instructional Period: Select the instructional period in which you want the pay periods to be created.

12. Click Save, and you're returned to the Payroll Periods tab with all periods displayed.

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