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Payroll Schedule

Summary

The Payroll section in Plumm allows users to manage pay schedules for various locations. You can search for existing schedules, add new schedules, and modify their status (active/inactive) or delete them if necessary.

In this article

  • Before you begin
  • Step 1: Access the Payroll Page
  • Step 2: View and Manage Pay Schedules
  •  Frequently Asked Questions (FAQ)

Before you begin

 Ensure that you have access to the Payroll section and sufficient permissions to manage pay schedules. You must have an active Plumm account with the correct access rights for the Payroll and Schedule pages.

Step 1. Access the Payroll Page

  1. Navigate to the Payroll section from your dashboard.
  2. You will see a list of locations associated with your organization.

Step 2.View and Manage Pay Schedules

  1. Click on any location listed under the Payroll section to open its details.
  2. In the Schedule Page, you will find the following features:
    • Search Bar:
      1. Use the search bar to search for any existing pay schedules by name or criteria.
    • Add Schedule Button:
      1. Click the Add Schedule button to create a new pay schedule.
      2. Follow the prompts to define the schedule's details (e.g., frequency, dates).
    • Edit Schedule:
      1. To edit an existing schedule, click on the schedule name or the edit icon.
      2. Update the relevant details as needed.
    • Activate or Deactivate Schedule:
      1. You can make a schedule active or inactive by toggling the status.
      2. An inactive schedule will not be processed in the payroll cycle.
    • Delete Schedule:
      1. To delete a schedule, click the delete icon next to the schedule you want to remove.
      2. Confirm the deletion when prompted.

Frequently Asked Questions (FAQ)

1.Can I search for existing pay schedules?

 Yes, you can use the search bar to find specific pay schedules by name or other relevant criteria.
 

2. How do I add a new pay schedule?

 Click the Add Schedule button and follow the instructions to create a new pay schedule with relevant details.

3.Can I edit an existing pay schedule?

 Yes, you can click on an existing schedule to edit its details, such as the frequency or dates.
 
 

4.Can I make a pay schedule inactive?

Yes, you can set a pay schedule to inactive to exclude it from processing in the payroll cycle.

5.What happens if I delete a pay schedule?

Deleting a pay schedule will remove it permanently. Be cautious when deleting schedules, as this action cannot be undone.