Setting Up Wiise Payroll
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      2. Payroll & Employees
      3. Setting Up Wiise Payroll

      Set up Pay Schedules

      Overview:  

      • Find out how to set up pay schedules in Wiise Payroll 
      • Configure and automate pay run for a selected pay schedule. 
      • Understand the definition of pay schedule warnings  
      • Learn to enable pay run approval for a pay schedule 

      Why set up pay schedules? 

      A pay schedule helps you decide how often your employees get paid. Your business might have employees on weekly, fortnightly, or monthly pay cycles, each with its own setup to ensure employees receive the right amount at the right time. 

      Note: Before you can set up pay schedules in Wiise Payroll, you need to have full user access in Wiise Payroll.  

      How to set up pay schedules? 

      1. Select Payroll Settings from your homepage in Wiise Payroll.  
      2. Then, select Pay Schedules in Pay Run Settings.  
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      3. Select Add to set up a new pay schedule.  
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      4. Fill in the requested fields.  
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        1. Name: Give the pay schedule a name as you’ll use this when you create a pay run, so make sure anyone who processes pay runs can easily identify it.   

          Note: The pay schedule name will be part of the ABA bank file name you download, along with the Employing Entity and date. Avoid special characters and keep names short, as banks limit file names to a maximum of 248 characters. 
        2. Frequency: Identify the frequency of the pay schedules. Select from the drop-down menu as Weekly, Fortnightly or Monthly.  

          Note: Selecting the monthly frequency option will show the Monthly Payment Mode. This mode calculates an average number of hours per month for employees with advanced standard work hours, rather than paying based on the exact number of days in the month. 
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        3. Included employees: From the drop-down menu, select either: 
          1. None: Select this option if the pay run is not part of the usual cycle, such as when it’s used to process back pays, bonuses or commissions.   
          2. Employees with this pay schedule as their default: This is the most common setting. Select this when the pay run is regular, and employees will always be attached to this pay run.    
          3. Employees with timesheets in the following locations: Select this option if you want to separate the pay run into locations. If the employee works in more than one location, they might be processed in more than one pay run with the same time frequency.  
        4. Pay run warnings: You can add pay run warnings when you’re processing the pay schedule.  

          Note: Select the pencil icon to find out more information about what you can display as pay run warnings.  
        5. Pay run finalisation settings: Set up how you’d like journals to be exported and how pay slips are published before you process and finalise your first pay run.  
          1. Select the hyperlink here to configure the default finalisation settings.  
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          2. The pay run finalisation settings display.  
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          3. Select Complete, to complete your pay run finalisation settings.  
        6. PAYG payments: Select the checkbox if you make PAYG payments to your nominated bank accounts. Selecting the checkbox displays the following fields to update: 
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          1. Account name, Bank account number and Reference.  
        7. Pay run automation: Set a manual or configure to automate your pay run for your selected pay schedule.  
          1. Select the pencil icon to configure to automate your pay run 
          2. Complete the required fields in the Auto Pay Schedule Details page.  
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          3. Select Next.  
          4. Enable the necessary Warnings & Notifications. 
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        8. Select the checkbox on how you prefer to Finalise Pay Run: 
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          1. Finalise Pay Run Immediately; or 
          2. Manually Finalise Pay Run 
        9. Select Next. A summary of your selection displays.  
        10. Then, select Complete. You’re taken back to your Pay Schedule set up page.  
        11. Pay run approval: Enable pay run approval for your pay schedule. 
          1. Select the pencil icon to enable pay run approval 
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          2. Select the appropriate checkbox to confirm if pay runs for this pay schedule require approval? 
          3. When you select Yes, a list of users with full user access is displayed for you to select as approvers.  
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            Note: Users with full access or pay run approval permissions can approve a pay run. To assign these permissions, go to Manage Users. 
          4. Select Next.  
          5. Update the approval notification email that your notified users will receive.  
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          6. Update an approval reminder if required. You can set automated reminders.  
          7. Select Next. A summary of your selection displays. 
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          8. Then, select Complete. You’re taken back to your Pay Schedule set up page. 
      5. Select Save. Your set up pay schedule appears in the list of Pay Schedules.  
      6. You’ve now set up pay schedules in Wiise Payroll. 

      Note: When editing pay schedules, select the existing pay schedule that needs editing. Make the required changes and select Save.   

      Note: An automated pay schedule can be paused. Make changes directly from your pay schedule to pause or stop the automated pay schedule. 

       

      What’s next? 

      Find out how to add an employee to your business.  

       

      If you have any questions, please reach out to support@wiise.com