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Adding a New Pay Group

Adding a new pay group, step by step instruction

  • Gather all pertinent information from the current pay group(s) Pay Group screen:
    • Pay Group Tab
      • Pay Date Options – Day of Week and Holiday Rule
      • Run Date, Impound Date and Period End Date Options
      • Input Method
      • Payroll Type
      • Call Out Time
      • isolved Time and isolved Payroll boxes
      • Print Center
    • Check Options Tab
      • Check Options (noting that new pay group may have a different bank account)
      • Address for Live checks
      • Check format options
    • Impound Bank Account Tab
    • Email Alert and Pro-Rated Pay Type Tab
    • Delivery Package
  • Navigate to the Add Pay Group screen (Client Management>Client Utilities>Client>Add Pay Group
    • Add all required information including call out time
    • Once you have selected a Pay Frequency the Pay and Run options will appear on the right side
    • Enter info for pay date, run date, impound date (min 2 days prior to check date), period end date and first check date (click Next)
    • Enter bank account for checks, third party checks and check format. Be sure to add the override name if needed and the correct address for live checks (click Next)
    • Enter prorated schedule if any (click Next)
    • Make sure Impound Bank Accounts are all set up correctly (click Next)
    • Add Delivery Package info (click Save)
  • Navigate to the Pay Group screen to ensure your new pay group has been added correctly. Check all tabs for accuracy.
  • Navigate to the Payroll Run Schedule screen (Client Management>Client Maintenance>Payroll Run Schedule)
    • Select the correct Pay Group from the drop down menu
    • Check the schedule for accuracy including period begin and end dates, pay dates, new quarter, last of quarter, new year and last of year marks
    • Extend Schedule (as needed)
      • NOTE for manually build schedules, extend the schedule for 3 years
        • Update annually so there is always 3 years populated in the schedule
      • Move any EE’s or add new employees to the new pay group
        • Employee Management>Employee Pay>Salary
          • Add New
          • Enter information as it was previously entered but change to the new pay group (click Save)
            • Add New retains historical data (compared to Edit)
          • Review Billing
            • Pay Group billing may be required