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Edit Payroll Schedule

Summary

 Editing a payroll schedule in Plumm allows you to update the details of an existing schedule, such as the pay period, tax year dates, and payment rules. This ensures that the schedule remains accurate for your organization's payroll needs

In this article

  •  Before you begin
  • Step 1: Edit an Existing Payroll Schedule
  • Frequently Asked Questions (FAQ)

Before you begin

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

Step 1: Edit an Existing Payroll Schedule

  1. Go to the Payroll section in your dashboard.
  2. Select the location where the payroll schedule is located.
  3. On the Schedule Page, locate the schedule you want to edit.
  4. Click on the edit icon next to the schedule name.
  5. Update the following details as needed:
    • Schedule Name:
      1. Modify the name of the schedule if necessary.
    • Pay Period:
      1. Change the pay period to either Monthly or Weekly as required.
    • Tax Year Date:
      1. Update the start date for the tax year if necessary.
    • First Payment Date:
      1. Change the first payment date if needed.
    • First Pay Period Ending:
      1. Adjust the end date of the first pay period if necessary.
    • Monthly Constraint:
      1. Update any constraints for the monthly pay period (e.g., specific payment days).
    • Pro Rata Rule:
      1. Modify the pro-rata rules if applicable (for part-time or mid-month joiners).
    • Holidays Are Paid:
      1. Change whether holidays are paid under the schedule.
    • Weekly Offs Are Paid:
      1. Modify whether weekly offs are paid.
  6. After making the necessary changes, click Save to update the payroll schedule.

Frequently Asked Questions (FAQ)

1. Can I change the pay period once the schedule is created?

 Yes, you can change the pay period (e.g., from monthly to weekly) as part of the editing process.

2 .Can I edit the "First Payment Date" after a schedule is created?

Yes, you can update the "First Payment Date" when editing a payroll schedule.

 

3. Will the changes apply to all employees under the schedule?

 Yes, any changes made to the payroll schedule will apply to all employees assigned to that schedule.
 

4. What happens if I update the "First Pay Period Ending"?

 Updating the "First Pay Period Ending" will change the timeframe for the payroll cycle, which may affect payment processing. Make sure the change aligns with your payroll cycle requirements.
 
 

5.Can I make the schedule inactive while editing?

 Yes, during the editing process, you can toggle the schedule to inactive if you want to temporarily pause it without deleting the schedule.