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.
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:
Next issue dateis the date of the next recurring payslip. You should enter a date that is the same day of the week or month you want future payslips to be issued.
Intervalmust include the number of weeks or months between recurring payslips.
Instead of the standard
Reference field, which would not be applicable for a recurring payslip, the form includes a checkbox for
Automatic reference, as shown above.
Click Create to save the recurring payslip, which will be visible in the
Recurring Payslips listing under Settings:
Whenever a recurring payslip is due, two notifications are provided. The first is a yellow counter window in the left navigation pane showing the number of recurring payslips for which payslips are pending (not the number of pending payslips, which could be higher if you have not kept up by creating payslips that are due).
One recurring payslip has at least one pending payslip:
The second notification occurs any time you go to the Payslips tab. You will see a yellow banner.
Click on the banner to see a list of payslips due.
Select all pending recurring payslips by checking the top box. Or, select individual recurring payslips. Then click Batch Create. The next recurring payslip for each selection will be immediately created under the Payslips tab. You can further Edit or View it without affecting future recurring payslips.
When you view a payslip directly in the Payslips tab, you are viewing it as a standard payslip, not a recurring one. Any changes you make to it will not affect the recurring payslip defined in the Settings tab.
When you create a payslip from the recurring payslip selection screen, only one payslip is created. If more than one payslip is due from the same recurring payslip (because you fell behind), the date in the
Next issue date column will change according to the interval defined for the recurring payslip. Selecting that recurring payslip and clicking Batch Create again will generate an additional standard payslip. Repeat this process until the recurring payslip is grayed out on screen.
While you are selecting recurring payslips, you can also edit them. Click the Edit button to go to the recurring payslip definition screen.
Edits made during the selection process affect the recurring payslip itself, not the standard payslip you are generating from it. Therefore, all future payslips created from the recurring payslip will reflect the changes made during the editing process, including any payslip you create immediately. So, if you want to change only the current payslip you are creating, click Batch Create first and edit the resulting payslip in the Payslips tab.
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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