Viewing and Changing Payroll Projection Dates |
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As a practitioner, you can change the date on which payroll projection begins for a pay cycle. When a holiday or other company closure occurs near the end of a particular pay cycle, you can override the regularly scheduled projection start date for that particular pay period only. If you need to change the interval between the start of projection and the end of the pay period for every pay period, you can adjust the "Number of Days to Project" setting.
To view and adjust payroll projection dates:
From the Time & Attendance menu, select Setup.
Note : If the Setup option is not visible, make sure that you have selected Practitioner in the Role Selector.
Under the Dates heading on the Setup page, click the Projected Pay Cycles link.
The Projected Pay Cycles page displays a list of the pay cycles used by your company. For pay cycles that are configured for projected payroll, the Begin Projecting column shows the date on which projection will (or did) begin for the current pay cycle. The Current Pay Cycle column displays the start and end dates of the current pay cycle.
To view the payroll projection schedule for a pay cycle in a calendar, click the button to the left of the pay cycle name. The Projected Pay Cycle Calendar page displays a calendar that begins with the current pay cycle and shows the projection start date and the pay period end date for each pay cycle in view. The calendar also displays all holidays assigned to the pay groups associated with the pay cycle.
Tip: You can use the Pay Cycle Start selection tools to view other pay periods up to 3 months in the past or future. If you navigate away from the current week, you can return to it by clicking the button next to the Pay Cycle Start selection tools.
If you need to change the date on which projection begins for a specific pay period, click the calendar cell for the new date on which you want projections to start, read the dialog box message, and then click OK. The calendar updates to show the new date for that pay period. The parenthetical notation "override" indicates a deviation from the regular projection schedule.
If you want to increase or decrease the number of days between the start of projecting and the end of the period for every pay period, click the Projected Pay Cycles link at the bottom of the page to return to the Projected Pay Cycles page, enter a new value in the Number of Days to Project column for the pay cycle, and then click the Submit button.
Tip: If a warning dialog appears after you click Submit, read the dialog, click OK, and then click Submit again.
Notes:
Changing the Number of Days to Project setting on the Projected Pay Cycles
page will change the "Begin Projecting" date only for pay periods
for which no special override projection date has been defined. If you
identified a specific payroll projection date for a particular pay period,
that projection date will not change unless you manually select another
specific date for that pay period.
If you change the projection start date for the current pay period, you
must re-run any exports or reports that had already been run for the period.
Wait several minutes to allow new projections to be generated based on
the new projection settings, and then re-run your exports
and reports.