Required Permissions:
Make changes to staff finance data
Create Pay Calendars
Click the Finance tab in the navigation bar
Click the Pay Calendars tab
Click the Create Pay Calendar button
After Steps 1-3 are completed, a Create Pay Calendar pop-up will appear with fields for Pay Calendar Name, Period, Start of Latest Cycle Period, and Staff (dropdown selection).
Ensure the Period and Start of Latest Cycle Period fields are the same as your Xero pay calendars, or staff timesheets won't sync correctly.
If integrating with Xero, assign staff within the Xero pay calendar.
After completing all fields, click Submit to create the Pay Calendar.
Edit Pay Calendars
Click the Finance tab in the navigation bar
Click the Pay Calendars tab
Click the Pay Calendar you wish to edit
After Steps 1-3 are completed, an Edit Pay Calendar pop-up will appear with completed fields for Pay Calendar Name, Period, Start of Latest Cycle Period, and Staff (dropdown selection).
After editing relevant fields, click Submit to save your edits.
