Reckon Payroll: Set up Pay Schedules on the Payroll app

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 footer navigation bar then tap on Pay Schedules. The pay schedules list will appear. To create a new schedule, click Create pay schedule button.
  2. The Create Pay Schedule screen will appear. Select a pay frequency (weekly, fortnightly or monthly) and then enter a name for the schedule so you can identify which schedule this is. Select the first pay period start date. This is the start date of the pay run when you select the schedule. Select first pay date you want to use for this schedule. Tap Save to add the pay schedule.
  3. The new pay schedule will appear in the list after saving.
    To delete a pay schedule, tap to open the pay schedule from the list then tap Delete schedule.

Assign pay schedule to employee

Before using the pay schedule on a pay run, you will need to assign the employees to the pay schedule.

You can assign multiple employees to a pay schedule at once from the Payroll web version. Check out the pay schedule set up help article.
  1. To assign a pay schedule to an employee, tap Employees icon on the footer navigation menu. Select an employee then tap on the ellipsis menu and tap Edit.
  2. Tap on Employment tab then tap on Pay schedule. All employees are Unscheduled by default. Select the pay schedule then tap Done.
  3. Tap Save to save the pay schedule changes for the employee.
  4. The pay schedule is now assigned to the employee. The employee will be automatically selected when you choose to the pay schedule during pay run creation.
The employee pay frequency will be updated according to the selected pay schedule.

Using pay schedule to create pay run

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

  1. Tap on Pay runs icon on the footer navigation menu then tap on the plus (+) symbol to add a new pay run.
  2. Tap Pay schedule to select the schedule you want to use. Then tap Done to save.
  3. The pay date, pay period and employees will be selected. You can also add other employees to the pay run. Note that you can not change the pay period of a pay schedule. If you are creating a out of cycle pay run, then select Unscheduled pay schedule.
    Pay schedule without employees assigned will not appear in pay schedule list on the pay run

Need more help? Reach out to us on the Reckon Community: https://community.reckon.com/

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