Guides

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.

Note
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:

  • Next issue date is 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.
  • Interval must include the number of weeks or months between recurring payslips.

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, 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).

Example
One recurring payslip has at least one pending payslip:

06%20AM

The second notification occurs any time you go to the Payslips tab. You will see a yellow banner:

45%20AM

Click on the banner 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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