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Add Payroll Schedule

Summary

When adding a new payroll schedule in Plumm, you define key parameters such as the pay period, tax year date, first payment date, and rules for holiday and weekly offs payments. This ensures accurate payroll processing for your employees.

In this article

  •  Before you begin
  • Step 1: Add a New Payroll Schedule
  • Frequently Asked Questions (FAQ)

Before you begin

  •  Ensure that you have access to the Payroll section and the necessary permissions to add a new schedule. You must have an active Plumm account and appropriate access rights to manage payroll schedules.

Step 1: Add a New Payroll Schedule

  1. Go to the Payroll section in your dashboard.
  2. Select the location where you want to add a new payroll schedule.
  3. On the Schedule Page, click the Add Schedule button.
  4. Fill in the following details for the new schedule:
    • Schedule Name:
      1. Enter a name for the schedule (e.g., "Monthly Payroll" or "Weekly Payroll").
    • Pay Period:
      1. Select one of the following pay periods:
        • Monthly
        • Weekly
    • Tax Year Date:
      1. Specify the start date of the tax year for the payroll schedule.
    • First Payment Date:
      1. Set the first payment date for the payroll schedule (the date employees will receive their first payment).
    • First Pay Period Ending:
      1. Enter the end date of the first pay period. This defines the period for the first payroll run.
    • Monthly Constraint:
      1. Define any constraints if the pay period is monthly, such as specific day or date rules for payment processing.
    • Pro Rata Rule:
      1. Select whether pro-rata rules apply to the schedule (e.g., for part-time or new employees joining mid-month).
    • Holidays Are Paid:
      1. Specify whether employees will be paid for holidays under this schedule.
    • Weekly Offs Are Paid:
      1. Choose whether employees will be paid for weekly offs under this schedule (e.g., Sundays or any other non-working day).
  5. Once you've entered the required information, click Save to create the new payroll schedule.

Frequently Asked Questions (FAQ)

1. What does the "Top 5 Articles" section show?

The Pro Rata Rule ensures that employees who work part-time or start partway through a pay period are paid accordingly, based on the proportion of time worked.

2 .Can I filter the content data by a specific time range?

Yes, you can filter the data by the following time ranges: Last Month, Last 3 Months, Last 6 Months, Last 9 Months, Last 12 Months, or Custom Range for a custom date selection.

 

3. What is the difference between Monthly and Weekly pay periods?

  •  Monthly: Employees are paid once a month.
  • Weekly: Employees are paid on a weekly basis, usually on the same day each week.
 

4. Do I have to set a "First Payment Date"?

Yes, the "First Payment Date" is important as it determines when employees will receive their first payment under the new schedule.
 
 

5.What happens if I don’t fill in the "First Pay Period Ending"?

 The "First Pay Period Ending" is needed to define the specific timeframe for the initial payroll cycle. This field is required to set the start and end points of the first pay period.