Table of Contents

Set up pay schedules on the Reckon Payroll Web

Overview

Pay schedules allow you to streamline the pay run process. You can create pay runs more efficiently and reduce any potential mistakes with selecting dates or employees.

Pay schedules give you the ability to create pay run templates that can be selected in new pay runs. A pay schedule will populate the pay run period (either weekly, fortnightly or monthly), the pay run pay date, and which employees to include in the pay run.


Create a new pay schedule

  1. Go to Settings on the top navigation menu then click on Pay schedules on the side menu. The pay schedules list will appear. To create a new schedule, click the Create Pay Schedule button.
  2. The Create Pay Schedule form will appear. Select a pay frequency (weekly, fortnightly or monthly) then enter a name for the schedule. Select the first pay period start date. This is the start date for the first pay run in the schedule. Select the first pay date you want to use for this schedule. Once you start using the schedule in pay runs the period & pay date will automatically increment based on the selected frequency.
    Click the Create pay schedule button to save the new pay schedule and assign employees later or you can assign employees to this schedule on the next screen or later via their employee profile
  3. Click Employees on the side menu then click Add employees to reveal the list of employees. Select the employees you want to assign to the pay schedule then click Done. After you have selected the employees to add to the schedule, click Create pay schedule to save the schedule.
    You can only add employees who have the same pay frequency as the pay schedule.
  4. The new pay schedule will appear in the list after saving. You can also click on the ellipsis menu button to edit or delete the pay schedule.


Assign pay schedule to employee

You can assign a pay schedule when adding a new employee or when editing an existing employee.

  1. Go to the Employees tab and select the employee then click Edit details.
  2. Click on Employment details on the side menu then select the pay schedule from the list menu.
    The employee pay frequency will be updated according to the selected pay schedule.
  3. Click Update Employee to save the changes.

Using a pay schedule to create pay runs

Creating a pay run using pay schedule is quick and easy. The date periods are pre-filled and employees who are part of the pay schedule will be selected when you choose a pay schedule.

  1. Click Add new pay run.
  2. Select the Pay schedule from the list menu. The pay date, period and employees will be selected. You can also select other employees to add to the pay run.
    Note that you cannot change the pay period of a pay schedule. If you are creating an out of cycle pay run, then select Unscheduled pay schedule.
Pay schedules without employees assigned will not be available to select in a pay run.


Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/payrollapp

Or Log a Support Ticket: https://www.reckon.com/au/support/

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