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Note

The requirements on how to best create a pay run are different for main and manual.

Expand
title1. Determine type of pay run to create
Info

Guidance on the different types can be found in the Types of Pay Run article.

Expand
title2. Open create pay run options

  1. Select the Pay Run tab.

  2. There are two ways to open the options

    1. Right click on any pay run then select Add Pay Run.

    2. Left click Add in the top left corner.

Expand
title3. Create the pay run
Note

The requirements on how to best create a pay run are different for main and manual.

Image RemovedImage Added

Main

Main pay runs will automatically create the day after it has banked if the option is enabled so creating a main pay run isn’t very common.

  1. Select the Pay Run Type as Main.

  2. Select the next pay period in In a New Period.
    The next 5 pay periods are available but best practice is to be the next sequential one.

  3. Select your DC Date.
    DC (Direct Credit) Date is the same as EFT Date.

  4. Refer to Options below for detail on what each tick box means and if applicable.

  5. Select Ok to create the pay run.

Manual

  1. If there is a main pay run not finalised, exit out of the Add Pay Run screen and right click that pay run and left click Set Pay Run to Pending.

  2. Open the Add Pay Run screen again.

  3. Select the Pay Run Type as Manual.

  4. Select In an Existing Pay Period.

  5. Select the latest pay period available in In an Existing Pay Period.

  6. Refer to Options below for detail on what each tick box means and if applicable.

  7. Select Ok to create the pay run.

Warning

If you don’t create your manual against the previous pay period tax, pay packets, the tax for that pay period will calculate before the standard pay and not after.

Employees will still have the correct amount of tax calculated for the total pay period, but the main pay run likely won’t have the same tax as normal.

Assigning it to a previous period ensures the main pay is the same as normal.

Options

  • Exclude Employees From Banking - If you want to force the system to not allow a bank file to be generated, e.g., FBT pay run, corrections which won’t pay additional funds, etc.

  • Import Timesheet - Once the pay run is created, the timesheet import screen appears.

  • Import New Employee(s) - Once the pay run is created, the Excel new employee import screen appears.

  • Hide on ESS - The pay run is not visible to employees when using the timesheet functionality. Best practice to tick for all manual runs to avoid entries being assigned to the wrong pay run.

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