View and edit the Payroll Calendar

This article is about Humanforce Payroll. For help with Humanforce Workforce Management, start here.

In this article, we'll show you how to:

• View the setup of your payroll (which determines the Payroll Calendar)
• View the Payroll Calendar
• Change dates for a pay run on the Payroll Calendar
• Change all future dates for a Payroll
• Schedule a ClickSuper DMS run before Month End

View the setup of your payroll

The Payroll Calendar is determined by the setup of your payroll, which is established during the implementation of your payroll

Using the menu bar go to Payroll > Payroll Setup > Payroll Maintenance and go to the Payroll Processing tab.

This outlines the frequency and key processing dates. All dates except for the First Period End Date can be updated. If you do need to change one of the dates, you will get a message advising that the Payroll Calendar will be changed.

View the Payroll Calendar

To view the payroll calendar and see the payroll process across the Financial Year:

1. Go to Payroll > Payroll Setup > Payroll Calendar
2. Then select the Payroll you are wishing to view (if you have more than one Payroll).

The colour varies from pay period to the next so that you can easily identify the scheduled runs. You can go forward and back by either scrolling up and down or clicking on the arrows in the top right- hand corner.

The scheduled payroll with the star icon is a Month End run. Month End can be based on Pay Date or Period End Date.

Change dates for a pay run on the Payroll Calendar

You can move any of the dates (except for the Period End Date) in the calendar by dragging and dropping then entry.

You can also click on an entry, edit the dates of a Pay Run and click Update.

Changes to calendar entries will only affect the scheduled process you are adjusting.

Change all future dates for a Payroll

To make a permanent change, for example if the EFT Date needs to be changed:

1. Go to Payroll > Payroll Setup > Payroll Maintenance 
2. Go to the Payroll Processing tab and enter the number of offset days (relative to the period end date)
3. Click Update.

This will only change the future scheduled processes. It will not change past processes.

Note that Cut Off Date and Process Date can be moved to fall on a Public Holiday if these are still required on those dates. When the Payroll Calendar is generated for the new financial year the system will continue to automatically move dates when they fall on a Public Holiday, however you can change these entries if required. 

Schedule a ClickSuper DMS run before Month End

If you are using ClickSuper DMS these are automatically assigned at the Month End run for payment. If you are required to do a DMS run earlier than Month End (potentially in June):

1. Click on the relevant Cut Off Date in the calendar
2. In the Edit Pay Run window, tick the DMS Release check box
3. Click Update

All the DMS Reports will run as part of this process and funds will be sent to ClickSuper.