You can edit any of your existing pay schedules to better suit your needs. Keep in mind that this change will affect all future runs for this schedule. If you just need to make a temporary change to a pay run, you can always update the pay run settings before you process payroll→
Why would I need to edit a pay schedule?
Here are just a few reasons why you might need to edit your schedule:
- To change the recurring day you run payroll
- To change the recurring pay period or pay day
- To rename the pay schedule
- To change how often you process payroll
- To correct a mistake in the pay schedule
Viewing the pay schedule
From your Dashboard, click the expand button in the tile for Next Scheduled Pay Run, to review the details of the next pay run.
Hover over the pay run until you see the edit button .
Here, you can update the name of your pay schedule. On the right is a calendar of pay periods where you can see upcoming payroll deadlines and bank holidays.
-
National Bank Holidays can add an extra business day to your payroll turnaround because banks won't process transactions on these days. In the below example, the check date is the 25th, but because that day is a banking holiday, the effective date isn't until the 28th.
Avoid this by processing payroll early. Check out our articles about holiday pay run deadlines→
Editing the pay schedule
Click Edit to make changes to the pay schedule.
You can change the following details:
- Schedule Name
- Pay Frequency
- Check Date
- Period Start Date
- Period End Date
Note: These changes will apply to all future payruns. If you need to make temporary changes to a single pay run, you can do so by following the steps in our article on Processing a pay run.
Complete every field, and click Update.
Note: When you edit a pay schedule we automatically update each employee that is assigned to that pay schedule. No need to go in and change anything with the employee.
Archiving a pay schedule
If you've created a new pay schedule that's not in use, it can be archived.
Click the menu for the pay schedule you want to archive.
Click Archive.
Pay schedules with active workers cannot be archived. If you need to archive a pay schedule assigned to active workers, you must first update their pay schedule or their employment status.
For more information about archiving pay schedules→
v7.25