Set up and manage recurring payslips

Recurring payslips are useful when you pay employees on a regular schedule and most details of their payslips are identical from one payroll period to the next. Manager can track when payslips are due, remind you to create them, yet give you the opportunity to edit details.

Procedures for issuing regular payslips are described in another Guide. Read it first. Recurring payslips are very similar.

Before you can set up recurring payslips, you must enable the Employees and Payslips tabs, enter one or more employees, and define payslip items.

Enter a recurring payslip

To set up a recurring payslip, go to Settings Recurring Payslips and click New Recurring Payslip:

Complete the entry form exactly as for a regular payslip, with the following additions:

Click Create to save the recurring payslip, which will be visible in the Recurring Payslips listing under Settings:

Create recurring payslips

Whenever a recurring payslip is due, a reminder notice appears in the Payslips tab:

Click Details to see a list of payslips due:

Click Create to issue all recurring payslips listed. Edit any that require changes before giving them to employees.

Manage recurring payslips

If a recurring payslip should be skipped, modified in frequency, or changed in amounts, simply Edit it under Settings. Frequently, this involves only changing the Next issue date.

If the recurring payslip ceases to be useful, Delete it in the Settings tab. Since a recurring payslip is a template, not an actual transaction, Manager will allow you to delete recurring payslips that have already been used.



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