How To Set Up Pay Periods

What this does

This page defines how often staff are paid and how payment dates are calculated.

You can save one company default and, if needed, separate division overrides.

This setting also matters outside the Admin App. Pay periods are used in Timecards and Expenses to help group payment-related data correctly, including the filters and views users rely on there.

Before you start

• You must be an Admin or Owner.
• Decide whether your company uses one shared pay schedule or different schedules by division.

Steps

Set the company default

1. Open the Admin App.
2. Go to Company Structure.
3. Select Pay Period.
4. In Company Default, enter a Pay period name.
5. Choose the Pay frequency.
6. Complete the extra fields required by that cadence:

• Week starts on for weekly
• Anchor start date for bi-weekly
• Start day of month (1-28) for monthly

1. Enter Pay days after period end.
2. Review the Live preview.
3. Click Save Company Default.

Add a division override

1. In Division Overrides, click Add Override.
2. Enter the Pay period name.
3. Select the Division.
4. Choose the Pay frequency.
5. Complete the cadence-specific fields.
6. Review the Live preview.
7. Click Save Override.

Common mistakes

• choosing a cadence without completing the required date field for that cadence
• entering a monthly start day outside the allowed range
• forgetting that division overrides are optional and should only be used when a division really follows a different pay schedule

What to do next

After pay periods are set, continue with the rest of staff and wage setup as needed.

If you were looking for this from inside Timecards or Expenses, this is the page where that setup actually lives.

Related guides

• Admin App: Staff setup overview
• Admin App: How to set up staff wages