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2. What do I need to consider when setting a person's pay batch?

Setting a person's pay batch1:52

"What do I need to consider when setting a person's pay batch?"

Most small employers only ever need a single pay batch. However, larger, or more complicated employers may want to set up multiple pay batches.

To set a person's pay batch:

  1. First, usually a person's pay batch is set during onboarding.
  2. However, there's two other places you can set a person's pay batch.
  3. To set a person's pay batch for only one person:
    Select the person on: "Menu", then "People"
  4. Then tap: "Pay", then "Pay settings"
  5. And change the setting for: "Pay batch"
  6. Once you change their pay batch, it auto-saves.
  7. To set a lot of people's pay batch all in one go:
    Select the pay batch you want to move the people into, on: "Menu", then "Pay batches"
  8. Then tap: "Settings", then "Pay batch settings"
  9. And scroll down and tap: Add people
  10. Once it slides out on the right, tap all the people you want to add.
  11. And tap: Save
  12. And finally, you'll see all the people you tapped now show up in the list of pay batch people.

Keep in mind that:

  • Once a person's been added to a pay batch, that person automatically receives the pay batch's settings, including.
  • The pay batch's tax rules, calculations, currency, payday schedule, and repeat payables.
  • The person also automatically receive the pay batch's time off settings, public holidays, pension settings, and advanced settings.

And that's it! That's everything you need to know about setting a person's pay batch!

Updated: Sat, Feb 24, 2024.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.
www.1st.money/help/Pay_batches/2._What_do_I_need_to_consider_when_setting_a_person's_pay_batch