CenterPoint^® Payroll - Using Schedules and Frequencies

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Deductions & Benefits Video - Duration: 14 min 35 sec

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Schedules and frequencies allow you to specify that certain deductions, benefits, and earnings, are only calculated on certain pay periods. For example, most deductions might be calculated on every pay check and earnings paid on every pay check, but maybe a deduction for health insurance is only deducted from the first pay check of every month or commissions are paid only on the first pay check of every month. By setting up the deduction/earning to use the correct schedule, you can avoid having to manually add the correct deductions/earnings to a pay run.

Step A: Create Frequencies

Step B: Create Schedules

Step C: Assign Schedules

Set Up a New Deduction/Benefit

Change a Schedule for an Existing Deduction/Benefit on an Employee

Set Up a New Earning

Change a Schedule for an Existing Earning on an Employee

Step D: Select a Frequency on a Pay Run

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Step A: Create Frequencies

Frequencies are the possible pay periods you may have in a month. The most common frequencies are set up by default. To view or add frequencies:

1. Select Setup > Payroll Details > Frequencies. The most common frequencies are already on the list. This includes up to five pay periods in a month and a special pay period. If you need to add an additional frequency, click New.

2. Enter an Abbreviation and Name for your frequency. Click Save.

Step B: Create Schedules

Schedules are the combination of pay periods of a month (frequencies) that a deduction, benefit, or earning is calculated on. For example, All Pay Periods, First Pay Period Only, First and Third Pay Periods. Some common schedules are set up by default, but you can set up any additional schedules you need.

1. Select Setup > Payroll Details > Schedules. Click New.

2. Enter an Abbreviation and Name for your schedule.
3. All the frequencies you have set up will display in the left box. Use the button to move over the frequencies that make up this schedule. In this example, the company pays biweekly. This schedule is for the first and second pay periods of the month. A deduction, benefit, or earning set up with this schedule will be calculated on the first two pay checks of every month, but on the two months a year with three pay periods the deduction, benefit, or earning will not be calculated.
4. Click Save.

Step C: Assign Schedules

Set Up a New Deduction/Benefit

When setting up a new deduction/benefit you assign the default schedule to the deduction/benefit. This can be changed on an individual employee basis. If you are changing the schedule of an existing deduction/benefit, you will need to change it on the employee level.

1. Select Setup > Payroll Details > Deductions and Benefits. Click New.

2. Enter the details for the deduction/benefit. In the Employee Detail section, select the Schedule for the employee deduction. If there is an employer benefit, select the Schedule for the benefit in the Employer Detail section. For more information on Deduction and Benefit setup, refer to the Deduction & Benefit Setup topic.

Change a Schedule for an Existing Deduction/Benefit on an Employee

1. Select Setup > Employees.
2. Highlight the employee you wish to change and click Edit. Select the Deductions & Benefits tab.

3. Highlight the Employee portion of the deduction you wish to change. Select the appropriate Schedule to the right.

4. If there is an Employer portion, also select the Schedule for the benefit.
5. Click Save. Repeat Steps 2 - 5 for any additional employees you wish to change.

Set Up a New Earning

Earnings have a default Schedule of All Periods. If an earning is paid on a different schedule, for example the first and third pay periods of a month, they can be assigned to a different schedule by following the steps below. Schedules are a grouping of one or more earning frequencies. When a frequency is selected on a pay run, CenterPoint Payroll determines which schedules apply for each employee. If the frequency is contained in a schedule, then the earning will be paid on the pay run.

When setting up a new earning you assign the default schedule to the Earning. This can be changed on an individual employee basis. If you are changing the schedule of an existing earning, you will need to change it on the employee level.

1. Select Setup > Payroll Details > Earnings.
2. Click New.

3. Enter the details for the earning. In the Employee Information section, select the Schedule the earning is paid in. For more information refer to the Earning SetupEarnings Setup topic.

Change a Schedule for an Existing Earning on an Employee

1. Select Setup > Employees.
2. Highlight the employee you wish to change and click Edit.
3. Select the Earnings tab.

4. In the Earning Detail section on the right side of the screen, select the Schedule the earning is paid in.
5. Click Save.
6. Click Close.

Step D: Select a Frequency on the Pay Run

1. Select Processes > Pay Employees or Processes > Payroll > Pay Employees. Click New to start a new pay run.

2. On the 1. Select Employees tab, enter the Frequency for this pay run. For example, 1st Pay Period of the Month. This will calculate any deduction, benefit, or earning set up with a schedule that includes this frequency.

3. Continue processing the pay run as normal. For more information on processing a pay run, refer to the Process a PayrollProcess a Payroll topic.

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