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Pay batches

 

To add or remove your own custom holidays:

  1. Go to: Pay batch > Time off > Paid holidays > Paid holidays
  2. Ensure you've selected your chosen "Paid holidays" for your area.
  3. Scroll down to: "Holidays to add"
  4. Follow the instructions inside that section.

For all people in this pay batch, these changes:

  • Show on their calendar.
  • Apply to the payroll.

To add people to a pay batch:

  • Go to: Pay batch > More > Add people

To tell us about a wrong or missing listed holidays:

  1. See your own holidays list:

    Go to: You > Time off > Paid holidays

  2. Click: "Missing a holiday? tell us" (at the bottom)

Updated: Wed, 12 May 2021. Keywords: edit, change, mistake. Headings: `How do I set my own changes to holidays?`, `My business has some additional holidays. How do I add them?`
 

No overtime. Set pay batch "Advanced settings" to zero. Set holidays to none.

To set up your people like contractors with no holiday pay, and no other extras, we recommend that you:

  1. Put them in a UK pay batch (this is a workaround ... you're turning off all UK settings):

    Pay batch > Settings > Pay batch sett... > Tax jurisdicti...

  2. Turn off overtime at:

    Pay batch > More > Advanced > Overtime calcu...

  3. Set Pay batch Advanced settings to zero at:

    Pay batch > More > Advanced

  4. Set holidays to "None selected" at:

    Pay batch > Time off > Paid holidays > Paid holidays

Updated: Wed, 12 May 2021. Keywords: minimum, configure, disable. Headings: `How do I turn off holiday pay for my contractors?`, `How do I remove overtime for contractors?`, `How do I pay contractors with a simple hourly rate, and nothing else?`
 

Put them in a U.S. pay batch and turn off all the extras.

To have your people paid in USD, select U.S. as the country (tax jurisdiction):

  • Go to: Pay batch > Settings > Pay batch sett... > Tax jurisdicti...

To set up your people like contractors with no holiday pay, and no other extras, we recommend that you:

  1. Put them in a UK pay batch (this is a workaround ... you're turning off all UK settings):

    Pay batch > Settings > Pay batch sett... > Tax jurisdicti...

  2. Turn off overtime at:

    Pay batch > More > Advanced > Overtime calcu...

  3. Set Pay batch Advanced settings to zero at:

    Pay batch > More > Advanced

  4. Set holidays to "None selected" at:

    Pay batch > Time off > Paid holidays > Paid holidays

Updated: Wed, 12 May 2021. Keywords: configure, employee, disable, different. Headings: `Where do I set the payment currency for my contractors?`
 

Your options are: Weekly, Fortnightly, Semi-monthly, Four-weekly, and Monthly.

Your options (for pay to be calculated) are:

  • Weekly ... every week.
  • Fortnightly ... every 2 weeks.
  • Semi-monthly ... twice a month.
  • Four-weekly ... every 4 weeks.
  • Monthly ... once a month.
  • Once only ... bridge from one schedule to another.

To set your pay period:

  • Go to: Schedule > Schedule > Pay period rec...

Once set, you get further options for the exact dates your pay periods start and end.

Updated: Sat, 25 Jul 2020. Keywords: biweekly, semimonthly, twice, recur. Headings: `What timing or interval can I use for pay periods to repeat?`, `When can pay periods be set to occur?`, `Where do I set the pay periods dates?`
 

To change the times of when night pay starts and stops:

  • Go to: Pay batch > More > Advanced > Night pay star...

All night pay done time (hourly employees only) is increased by the "Night pay" multiplier. To see this:

  • Go to: Pay batch > More > Advanced > Night pay

By default, the multiplier and start and stop times are set to the recommended values for your country (tax jurisdiction).

Updated: Wed, 4 Aug 2021. Keywords: evening, morning, begin, end, midnight. Headings: `Do you have the correct times set for night pay hours?`, `Is night pay correctly calculated?`
 

To change how overtime is calculated:

  • Go to: Pay batch > More > Advanced > Overtime calcu...

Your options are:

  • Daily overtime.
  • Weekly overtime.
  • No overtime.

This setting applies to every hourly paid employee in the pay batch.

Updated: Sat, 25 Jul 2020. Keywords: set, counted. Headings: `Where do I set overtime to daily, weekly, or turn it off completely?`, `What are my options for overtime?`
 

To change the default target paid time off days each year (for the entire pay batch):

  • Go to: Pay batch > Time off > Time off setti... > Default paid t...

This is set with units of days time off each year (an estimate of hours per each is also shown).

If you need a more exact amount, directly type in a decimal value (instead of using the slider). E.g.: "18.5"

The default target paid time off is applied when a person is first added to a pay batch. To then override this (per person):

  • Go to: Person > Pay > Pay settings > Paid time off
Updated: Sun, 16 May 2021. Keywords: update, goal, yearly, holidays. Headings: `How do I adjust the paid time off for a single employee?`, `Is time off set per person or per pay batch?`
 

A pay batch is where you decide many pay related settings for a group of employees. It's also the place to look at reports on hours worked, holidays, payments, etc.

By adding people to a pay batch, you get:

  • The pay period frequency of your choice:

    Go to: Schedule > Schedule > Pay period rec...

  • Sub-total hours worked for each pay period on each paid payslip:

    Go to: Pay batch > Pay > Already paid

  • Settings for holiday options:

    Go to: Pay batch > Time off > Paid holidays

  • Settings for night pay:

    Go to: Pay batch > More > Advanced > Night pay star...

  • Settings for time off:

    Go to: Pay batch > Time off > Time off setti... > Limit paid tim...

It isn't possible to see the payroll features without first adding a person to a pay batch.

Updated: Sat, 25 Jul 2020. Keywords: reason, purpose. Headings: `What are pay batches for?`, `What can I configure in a pay batch?`
 

Report - Employees

 

If you'd like to see all the details of your people on one page open the "Employees" report:

Select from:

  1. Org employees (see all):

    Go to: Your org > Reports > Employees

  2. Pay batch employees (just for one pay batch):

    Go to: Pay batch > Pay > Employees

To download as a spreadsheet, .xls, or .csv:

  1. Click show settings (at the bottom).
  2. Click download:
  3. Select your file type.

Note: Only payroll admins can set these features. To see if you're an "Payroll admin":

  • Go to: You > Settings > Permissions > Payroll admin ...
Updated: Wed, 12 May 2021. Keywords: combined, together, other, complete, single, contact, employment. Headings: `How can I find all my people's data in one place?`, `How do I download a spreadsheet of my person's info?`, `Where can I see each worker in a list?`
 

Report - To-do

 

If we've missed an official holiday for your area, please tell us.

To tell us about a wrong or missing listed holidays:

  1. See your own holidays list:

    Go to: You > Time off > Paid holidays

  2. Click: "Missing a holiday? tell us" (at the bottom)

Updated: Sat, 25 Jul 2020. Keywords: miss, mistake, error, day, vacation, rest, statutory, bank. Headings: `Who do I tell if a holiday isn't there?`, `How do I fix missing public holiday dates?`

© 2020–2021 1st Money Platform (HU) Ventures. All rights reserved.
www.1st.money/help/Pay_batches/