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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