Pay Schedules allow Payroll users to setup the intervals in which they would like to process Payroll. These schedules will generate the Pay Periods that get applied to Payable Items once they are pulled into a Payroll Run.
Please note that Pay Schedules and Time Submission Periods are two separate constructs and are not required to be perfectly aligned.
For example, you can have Workers submitting time on a weekly basis, but you can be paying them on a monthly schedule.
It is also worth noting that a Pay Schedule is required in order for the Pay Rules feature to be utilized.
To create Pay Schedules, navigate to Settings | Pay Schedules and select the plus icon to then fill in all necessary fields.
Name – The name that will be used as the unique identifier of this schedule.
Pay Period Cadence – The intervals in which Pay Periods will span.
First Pay Period End Date – Only used if cadence is set to Weekly or Bi-Weekly. The date on which your first Pay Period will end. Crelate will use a combination of this field and the cadence above to determine the Pay Periods that should be generated. Example – setting cadence to weekly and this end date to 9/7 will result in Pay Periods of 9/1 – 9/7, 9/8 – 9/14, etc.
First Pay Month – Only used if cadence is set to Twice Monthly or Monthly. Serves the same purpose as the First Pay Period End Date above, but within the context of monthly schedules instead of weekly. As of now, Crelate only supports monthly semi-monthly schedules that align with the first/last day of months (ex. You cannot have a monthly pay schedule that starts/ends in the middle of a month.
First Payday Date – The date on which your employees will be paid for the first time. Crelate will use the relative difference between this date and the last day of the Pay Period to determine Paydays for future Pay Periods.
Second Payday Date – Only used if cadence is set to Twice Monthly. By default, twice monthly Pay Schedules will have Payday dates on the 15th and the last day of the month. If you want to override that, you’ll need to use a combination of this field and the First Payday Date.
Approval Due On – The day relative to the last day of the Pay Period that Payroll Runs must be approved.
Please note: You will need to confirm your Pay Schedule creation, as once saved, Pay Schedules cannot be updated or deleted.
Once a Pay Schedule has been created, you may assign Workers to that Pay Schedule either from this Settings page or directly on the Worker record within the HR Center.
Pay Schedules Settings:
HR Center:
Please note that a Worker can only be on one Pay Schedule at a given time. When creating a Payroll Run, users are required to specify the Pay Schedule that the given Payroll Run is for. By doing so, only the Payable Items for the Workers on that schedule will get pulled into the Payroll Run. An Off-Cycle Payroll Run can be utilized if you need to run Payroll agnostic of Pay Schedules.
