Looking to streamline your payroll processing? Learn how to automate pay runs by automating your pay schedules.
To set up an automated pay schedule:
- Select Payroll from the left hand menu.
- Select the Payroll Settings tab then select Pay Schedules (located under Pay Run Settings).
- Select the pay schedule you wish to automate.
- Under Pay Run Automation select Click here to configure.
From here you’ll be guided through a four-step process for setting up an automated pay run, we’ve provided additional guidance below:
Summary
This section is a summary of all selected settings. This gives you the opportunity to review all choices. To make any changes, select Previous until you get to the relevant screen that requires a change. You will then need to select Next until you get to the last screen and then select Complete to finish the setup.
Note: if an automated pay schedule is set up, you are still required to download ABA and/or BPAY file from the pay run, once finalised.
Stopping the Automation of a Pay Schedule
If you no longer want a pay schedule to be processed automatically, follow the steps below:
- Select Payroll from the left-hand menu
- Select the Payroll Settings tab then select Pay Schedules (located under Pay Run Settings).
- Select the automated pay schedule you wish to pause
- Under Pay Run Automation select Stop
- Select Delete then select Save
Pausing the Automation of a Pay Schedule
If you want to pause the automation of a pay schedule:
- Select Payroll from the left-hand menu
- Select the Payroll Settings tab then select Pay Schedules (located under Pay Run Settings).
- Select the automated pay schedule you wish to pause
- Under Pay Run Automation select Pause
Resuming the automation of a Pay Schedule
- Select Payroll from the left-hand menu
- Select the Payroll Settings tab then select Pay Schedules (located under Pay Run Settings).
- Select the automated pay schedule you wish to pause
- Under Pay Run Automation select Resume
Content sourced from Employment Hero