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  2. Payroll Platform
  3. Business
  4. Payroll Settings
  5. Pay Run Settings
  6. Management

Add, automate, and manage pay schedules on the Payroll platform

James Nixon
Updated
EH Content Team

As an organisation, you would use a pay schedule to determine at what time intervals your employees will receive payment. Your organisation could have employees on weekly, fortnightly or monthly schedules, each with a different setup that ensures your employees get paid the correct amount at the correct time.

This feature allows you to create a new pay schedule, specify the pay frequency and set up the components that need automating and what components still require manual intervention. You can also edit this information if it changes, pause or stop an automation and delete the information if it is no longer required.

Important

Any changes made to your pay schedules will need to be synced over to your HR platform. To read further details on how to undertake this, refer to the article: How do I update pay schedules via the HR platform?

Getting started

Adding a pay schedule
  1. Click the  Business menu.
  2. Click the Payroll Settings submenu.
  3. Under Pay Run Settings, click  Pay Schedules.
  4. Click the Add button.
  5. Complete the following fields:
    • Name
    • Frequency
      • Weekly
      • Fortnightly
      • Half Monthly
      • Monthly

    Important

    Selecting the monthly frequency option will display the Monthly Payment Mode option. This is used to calculate an average number of hours per month for employees with advanced standard work hours setup, as opposed to paying for the specific hours per month based on the number of days in the month.

    • Included employees
    • Pay slip message
    • Pay run warnings

    Helpful Hint

    To read further details on what each pay run warning means, refer to the below section: "Definition: Pay schedule warnings".

    • Pay run finalisation settings
    • IRD payments:
      • Account name
      • Account number
      • Reference
    • Pay run automation
    • Pay run approval
  6. Click the Save button.
Automating a pay schedule
  1. Click the  Business menu.
  2. Click the Payroll Settings submenu.
  3. Under Pay Run Settings, click  Pay Schedules.
  4. Click the pay schedule that needs to be automated.
  5. Click the  for Pay Run Automation.
  6. Complete the required fields on the Auto Pay Schedule Details page.
  7. Click the Next button.
  8. Set the required Warnings and Notifications that need enabling.

    Helpful Hint

    To read further details on what each pay run warning means, refer to the below section: "Definition: Pay schedule warnings".

  9. Click the Next button.
  10. Select the required Pay Run Finalisation options.
  11. Click the Next button.
  12. Click the Complete button.
  13. Click the Save button.

Maintain

Editing a pay schedule
  1. Click the  Business menu.
  2. Click the Payroll Settings submenu.
  3. Under Pay Run Settings, click  Pay Schedules.
  4. Click the pay schedule that needs to be edited.
  5. Make the required changes and click the Save button.
Pausing an automated pay schedule
  1. Click the  Business menu.
  2. Click the Payroll Settings submenu.
  3. Under Pay Run Settings, click  Pay Schedules.
  4. Click the pay schedule that needs to be paused.
  5. Click the Pause button.
  6. Click the Save button.
Resuming an automated pay schedule
  1. Click the  Business menu.
  2. Click the Payroll Settings submenu.
  3. Under Pay Run Settings, click  Pay Schedules.
  4. Click the pay schedule that needs to be resumed.
  5. Click the Resume button.
  6. Click the Save button.
Stopping an automated pay schedule
  1. Click the  Business menu.
  2. Click the Payroll Settings submenu.
  3. Under Pay Run Settings, click  Pay Schedules.
  4. Click the pay schedule that needs to be stopped.
  5. Click the Stop button.
  6. Click the Delete button.
  7. Click the Save button.
Deleting a pay schedule
  1. Click the  Business menu.
  2. Click the Payroll Settings submenu.
  3. Under Pay Run Settings, click  Pay Schedules.
  4. Click the  button.
  5. Click the Delete button.

Further information

Definition: Pay schedule warnings
Payment File generation error  
Employee taking more leave than is accrued The platform displays this warning when an employee is attempting to take more leave than they have accrued.
Employee with unpaid earnings The platform displays this warning when an employee has an earnings line with hours applied, but the total value of the earnings line is 0. This usually shows there's an error with the employee's rate of pay.
Employee with birthday The platform displays this warning when an employee has a birthday during the pay run period and therefore may need to have their rate of pay reviewed.
Employee with work anniversary The platform displays this warning when the anniversary of the employees start date occurs during the pay run period and therefore may need to have their rate of pay reviewed.
Employee with negative earnings amount The platform displays this warning when the net payment amount for an employee is less than 0.
Previously terminated employee The platform displays this warning when an inactive employee, who has a previous termination, appears in the pay run.
Terminated employee with outstanding recurring expenses The platform displays this warning when a previously terminated employee, owed an expense reimbursement amount from their expense pay run inclusion, appears in the pay run.
Employee with expired qualification The platform displays this warning when an employee's qualification has expired within the pay run period.
Employee with duplicate earnings lines The platform displays this warning when there is more than one earnings line associated with the same timesheet line that contains the same units, pay rate, total earnings and note.
Employee expense without a tax code selected The platform displays this warning when applying an expense request in a pay run and it the request does not contain a tax code. This is only applicable where a connection between the business and an online journal service exists and has synced their tax codes against the expense categories.
Employee has reached their leave cap The platform displays this warning for any employee whose leave entitlements have reached the maximum accrual for the year.
Pro rata earnings within period The platform displays this warning when an employee, set up with default standard hours, has either started employment or terminated employment mid-pay period and so the system calculated pro rata hours. This warning acts as a reminder to check that the platform has correctly calculated the employee's pro rata hours.
Employee with expired Special Tax Rate (STC) The platform displays this warning when the employee's tax rate has expired in that pay period.
Employee with expired Student Loan Rate (SDR) The platform displays this warning when an employee's SDR has expired in that pay period.
Pending leave requests The platform displays this warning when an employee has submitted a leave request pertaining to any dates within that pay period, that need approval still. The platform can not apply pending leave requests into a pay run, so the system does not automatically apply pending leave requests to an automated pay run.
IRD Settings do not exist for this business The platform displays this warning when you have not completed your business IRD Settings. If you have not completed the IRD Settings, then the Payday filing reporting functionality will not be available.
Payday Filing has not been downloaded for reporting to the IRD The platform displays this warning when you finalise the pay run to advise that the Payday filing - Employment Information is available for you to review, download and upload to your IRD portal.
Payday Filing Amendments exist which must be reported to the IRD The platform displays this warning when you finalise the pay run to advise that the Payday filing - Employment Information Amendment is available for you to review, download and upload to your IRD portal.
Leave request extends past pay run dates The platform displays this warning when an employee's leave request spans multiple pay periods. This warning is important as it highlights only a portion of the leave request needs to be applied in the current pay run.
Leave request ends before pay run dates The platform displays this warning when an employee's leave request dates back in the past and is therefore relevant to previous pay periods.
Incomplete pay run tasks The platform displays this warning when tasks created for the pay run in question need completing.
Pending Expense Requests

The platform displays this warning when an employee has submitted an expense request pertaining to the pay period that still needs to be approved. The platform does not process pending expense requests in the pay run unless approved. The platform does not automatically apply pending expense requests to an automated pay run.
Missing Leave Entitlement The platform displays this warning for any employee whose leave entitlement has reached the maximum accrual for the year.
Leave request unit mismatch  
Scheduled updates have been applied  
Employee scheduled pay rate change auto applied within pay period  
Employee scheduled pay rate change requires manual update in pay period  
Undetermined values exist in public holiday calculations  
Employee expense with a tax code - display name exceeding 128 characters  
Timesheet out of sequence  
Employee with expired Contractor WT Tax Rate  
Concurrent pay runs exist  
Mandatory student loan repayment has been adjusted
  
Unpaid leave with available balance  
Cashed out Annual Holidays since last anniversary  

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