Changing Pay Period Schedules

General support regarding TimeTrex, such as
configuring policies/taxes or processing payroll.
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blabj
Posts: 70
Joined: Wed Dec 26, 2007 5:09 pm

Changing Pay Period Schedules

Post by blabj »

Our HR dept wants to change the pay period schedule from a Sun-Sat weekly schedule to a Mon-Sun weekly.

I created a new pay period schedule for Mon-Sun.

To switch all employees, do I just wait until we close the "last" Sun-Sat period, and then switch them all into new schedule? (of course being careful to account for the Sunday in between schedules).

-Bob
shaunw
Posts: 7839
Joined: Tue Sep 19, 2006 2:22 pm

Post by shaunw »

Don't close the last pay period until all employees are switched over to the new pay period schedule and things are working correctly.

That is essentially how you do it though, create the new pay period schedule, confirm all the new pay period dates are correct (preferably without making manual adjustments, because that can break the automated schedule), then on the day you want to do the switch, de-assign all employees from the old schedule, and re-assign them to the new schedule.

Then click "View" on the new pay period schedule, and "View" on each pay period, and click the "Import" button for each pay period in the new schedule. This ensures that all punches are imported into the pay periods so they aren't left in "limbo" between the two schedules. You only need to do this on the new pay period schedule of course.
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