How to create two different Payroll Schedule

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Kathyd
Kathyd Member Posts: 125 Reckoner Reckoner

With our 100 employees I wish to separate the office staff to the outdoor staff & generate 2 different pay runs. This will allow me to run the office staff in the morning and the outdoor staff in the afternoon instead of waiting until all employees pay calculation is complete. This will take some pressure off when processing pays.

I tried using Classification in Employment Details & added Class in the Enter Payroll Information but it did not pull through. What method do I use to separate them please?

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  • Kris_Williams
    Kris_Williams Member Posts: 4,070 Reckon Hall of Famer Reckon Hall of Famer

    what about the payroll schedules, you can add one called office and add the relevant employees, then one for outdoor

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,037 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited July 2024

    Hi Kathy

    You can create 2 Payroll Schedules - 1 for "Office" & 1 for "Outdoor" which will creates specific "templates" of allocated employees.

    • Under the Employees dropdown menu, click on Add or Edit Payroll Schedules
    • Press Ctrl + N to create a new Payroll Schedule
    • Complete the boxes eg name this first schedule "Outdoor", select the frequency (eg Weekly or Fortnightly) & enter the next Pay Date
    • Click OK to save

    The system will ask if you want ALL employees added to this schedule. Depending on how many are in each pay run, you can say Yes to this one & & just change the office staff to the Office Payroll Schedule OR say No & allocate each employee individually.

    To assign manually, in your Employee List, go into each of your "Office" employees & allocate them to the new Office Payroll Schedule here:

    image.png

    When you next click on Pay Employees, they'll be a submenu where you can select to run a Scheduled Payroll (eg the regular pay run date) or Unscheduled Payroll (outside regular pay cycle eg if someone leaves partway through a pay period or you're paying additional bonuses separate to the normal pays)

    You'll also see the 2 schedules under the Payroll tab in your Employee Centre:

    image.png

    When you select one of these schedules to Pay Employees, it will just display the list allocated to that schedule only so you can run both separately 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! *** Bookkeeping & 1-on-1 customised software Training/Troubleshooting ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Kathyd
    Kathyd Member Posts: 125 Reckoner Reckoner

    Many thanks Shaz. Once I set this up how do I run my Payroll Reports so they pick up each schedule?

    What reports do you suggest I run so I start the NFY off correctly?

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,037 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited July 2024

    Your payroll is not affected at all. They're just list templates so you can run payroll for a selected group of employees at a time 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! *** Bookkeeping & 1-on-1 customised software Training/Troubleshooting ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

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