Setting up pay run templates

Pay run templates control which employees and dates are included in pay runs when you use the Auto-import timesheets function. You should always have at least one pay run template, but you may need more if you have different locations or types of employees (like weekly pays for waged employees and monthly for salaried).

Once you've created your pay run templates, assign them to your employees so that their hours are included in those pay runs.

Creating or editing a pay run template

Go to Management > Settings > Pay Run Templates.
Click Add Pay Run Template (
) to create a new pay run template, or Edit (
) to update an existing one.
The Pay Run Template window opens.
Enter a Name to describe the template.
Select the Start date for when the template is valid from.
Enter a frequency.
Click Save.

The pay run template is now available when creating pay runs.

Assign an employee to a pay run templates

Go to Management > Employees.
Click Edit (
) to open the employee's record.
Open the Finance and Payroll menu.
Click Edit at the bottom of the screen.
Select the employee's Pay run template.
Click Save.