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The requirements on how to best create a pay run are different for main and manual pay runs. |
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| title | 1. Determine type of pay run to create |
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Guidance on the different types can be found in the Types of Pay Run article. |
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| title | 2. Open create pay run options |
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Select the Pay Run tab. There are two ways to open the options Right click on any pay run then select Add Pay Run. Left click Add in the top left corner.
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| title | 3. Create the pay run |
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The requirements on how to best create a pay run are different for main and manual. |
 Image Removed Image AddedMainMain 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. Select the Pay Run Type as Main. 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. Select your DC Date.
DC (Direct Credit) Date is the same as EFT Date. Refer to Options below for detail on what each tick box means and if applicable. Select Ok to create the pay run.
ManualIf 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. Open the Add Pay Run screen again. Select the Pay Run Type as Manual. Select In an Existing Pay Period. Select the latest pay period available in In an Existing Pay Period. Refer to Options below for detail on what each tick box means and if applicable. Select Ok to create the pay run.
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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. |
OptionsExclude 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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To add a new Pay Run, first click on 'Pay Run' in the ribbon to open the tab. If more than one Pay Group exists for the company, select the relevant Pay Group from the drop-down box at the left end of the ribbon. In the 'Pay Run List' view, right click and select 'Add Pay Run'.
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Select a 'Pay Run Type' from the drop down list, and select a pay period. 'In a New Pay Period' must be selected for a main run as only one main run may exist for any one pay period. If a 'Manual' run type has been selected an existing pay period may be selected. This is usually the best option but if uncertain, contact the Support Team for guidance.
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If the run is not to bank, click the 'Exclude Employees From banking' option. A DC date is still required even if this option is used. For a PAYE Intermediary customer the run may also be excluded from IR files by ticking the 'Exclude PAYE Intermediary Deduction From Banking' option.
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