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Not in Pay Schedule in Company Money 

Summary

This guide explains how to manage users who are not in a pay schedule, including adding them to a pay schedule, viewing activity logs, downloading user details, and adding information for those users.

In this article

  • Before you begin
  •  Step 1: Add user to pay schedule 
  •  
     Step 2: View activity logs
  •  
     Step 3: Download user details
  •  
     Step 4: Add details for users not in the pay schedule
  •  Frequently Asked Questions (FAQ)

Before you begin

  •  Ensure you have the necessary permissions to manage users within the Company Money section and pay     schedules.  
  •  
     Be familiar with the user details and their roles before making any changes.

Step 1. Add user to pay schedule

  1. Navigate to the "Not in Pay Schedule" section within the Company Money module.
  2. Click on the "Action" button next to the user who is not in the pay schedule.
  3. Select "Add to Pay Schedule" from the dropdown menu to add the user to the selected pay schedule.

Step 2. View activity logs

  1. Click on the "Action" button next to the user.
  2. Select "View Activity Logs" to see the actions and changes related to the user’s pay schedule status and history.

Step 3. Download user details

  1. Click on the "Action" button next to the user.
  2. Select "Download User Details" to download a report containing all the relevant information for that user who is not yet in the pay schedule.

Step 4. Add details for users not in the pay schedule

  1. Click on the 3 dots next to the user’s name.
  2. Select "Add Details" to input or edit the user’s information, such as salary, pay type, or other compensation-related details.
  3. Save the changes once the required information has been entered.

Frequently Asked Questions (FAQ)

1.Can I add multiple users to the pay schedule at once?

Currently, you can add users to the pay schedule one at a time. Repeat the process for each user you want to add.

2.What happens after I add a user to a pay schedule?

Once added, the user will be included in the next pay run for the selected pay schedule.

3.Can I view or download information for multiple users at once?

The platform typically allows viewing or downloading one user's details at a time. To view multiple users, you may need to repeat the process for each.

4.Can I edit the user details after adding them to the pay schedule?

Yes, you can edit user details at any time, including their salary or pay type, by clicking the "3 dots" next to their name and selecting "Edit Details".