Set Up Payroll

Since the Payroll and Human Resources modules work together, you'll need to make sure you complete the setup tasks in each module.

There are several reports you can run to make sure that employees are set up correctly in HR and Payroll. See Verify Employee Payroll Setup.

Setup in Human Resources

1. Define calendars and salary schedules in Human Resources Configuration.

2. Define job templates in Master Position Management.

3. Enter employees using Human Resources > Manage Employees.

4. Add jobs/addenda in Human Resources > Manage Employees or Human Resources > Employee Jobs.

5. Approve jobs in Human Resources > Manage Employees.

Setup in Payroll

1. Ensure that the accounting method for payroll — cash or accrual — is specified for the accounting cycle. The accounting method is specified in Chart of Accounts Administration > Accounting Cycle.

2. Establish payroll cycles, pay periods & pay dates, define deduction groups, deduction cap groups, & leave types, configure payroll & liability checks, and restrict account codes in Payroll Configuration.

3. Create the deductions and benefits that will be available to employees in Payroll > Manage Deductions.

4. Enable the deductions.

5. Assign deduction sets to employees, including direct deposit as needed in Payroll > Deduction Assignment.

6. Approve deduction sets.

7. Specify payment plans for employees whose jobs require a payment plan other than the default.

8. Setup an employee's leave accrual and distribution under the system in use prior to the November 2018 release. Note: For information on setting up the new Leave module, click here.

9. Edit the employee's payroll cycle, paycheck site, and job category, if not using the defaults.

10. Submit the employee to payroll.

Return to Payroll Overview