Create Payroll Type

Learn how to properly use and create Payroll Type.

Types can be used in conjunction with, and independently of, Extra Filters.

All On Assigned Pay Period - This will initiate the creation of pay statements for all employees assigned to this pay period. Employees are assigned to a pay period on the first day of that period based on their pay period profile and their active status as of that day. Therefore, an employee who is terminated within the pay period will still be included in this payroll initiation so that they can receive their final pay statement. The PST Type must be selected. A drop-down listing of all the active PST Types on file is provided and may be used alone or in combination with a filter.

All Active - This will initiate the creation of pay statements for all active employees on file regardless of whether they are assigned to this pay period profile or not. This is most commonly used for Reconciliation Payrolls. The PST Type must be selected. A drop-down listing of all the active PST Types on file is provided and may be used alone or in combination with a filter.

All w/PSTs This Quarter - This will initiate the creation of pay statements for all employees that have had pay statements created within the current quarter regardless of the employee’s pay period. This option is most commonly used for Reconciliation Payrolls. The PST Type must be selected. A drop-down listing of all the active PST Types on file is provided and may be used alone or in combination with a filter.

⦁ The PST Type link will allow you to jump to the PST Types screen to review, add or edit Pay Statement Types.

Few Important Tips:

If payroll was initiated, you do not need to check any boxes.

⦁ If payroll was NOT initiated, and if there are Pay Periods attached to the Payroll, select All On Assigned Pay Period.

⦁ If payroll was NOT initiated, and there are NO Pay Periods attached, select All Active.