Change, inactivate or delete a pay schedule

Switch an employee to a new pay schedule or edit the details in an existing schedule. You can also mark a schedule as inactive or delete it.

How it works

You can:

  • Switch an employee to a new schedule. For example, you can assign a weekly schedule to one employee and a monthly schedule to another.
  • Edit an existing schedule. For example, you may want to roll a pay day forward.
  • Remove a schedule from dropdown lists in payroll by marking it as inactive. You can also reinstate inactive schedules if needed.
  • Delete an unused schedule.

You can't:

  • Edit a schedule's pay period (eg from Weekly to Monthly) or delete a schedule if it’s assigned to an employee. You must switch your employee to a new schedule before making these changes.
  • Edit a schedule's pay period or delete a schedule if you've used it in a pay run. Instead, mark the schedule as inactive.
By marking a schedule as inactive, you won't remove it from an employee's employment tab. Inactive schedules also remain in applicable payroll reports.

Switch your employee to a new schedule

Add a new schedule (if you haven’t already) before following these steps.
  1. In the Payroll menu, select Employees.
  2. Click an employee’s name to view their details.
  3. Select the Employment tab.
  4. Under Payroll Schedule, select the new schedule from the dropdown menu.
  5. Click Save.
  6. Repeat the process for other employees if necessary.

Edit a pay schedule

  1. In the Settings menu, select Payroll Settings.
  2. Select the Schedule tab.
  3. Click the menu icon to the right of the pay schedule you want to edit.
  4. Select Edit.
  5. Make your changes – eg change the next pay period or payment date – then click Update.

Mark a pay schedule as inactive or active

To mark a pay schedule as inactive:

  1. In the Settings menu, select Payroll Settings.
  2. Select the Schedule tab.
  3. Click the menu icon to the right of the pay schedule you want to inactivate.
  4. Select Mark as Inactive.
  5. Click Inactivate.

To view and reinstate an inactive pay schedule:

  1. In the Settings menu, select Payroll Settings.
  2. Select the Schedule tab.
  3. Under Pay Schedules, click Show inactive items.
  4. Click the menu icon to the right of the pay schedule you want to reinstate.
  5. Select Mark as Active.
  6. Click Activate.

Delete a pay schedule

  1. In the Settings menu, select Payroll Settings.
  2. Select the Schedule tab.
  3. Click the menu icon to the right of the pay schedule you want to delete.
  4. Select Delete. If the schedule is in use, you won’t see the Delete option.
  5. Click Confirm.

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