Specify Payment Plans for a Group of Employees

Use the Mass Payment Plan feature to specify payment plans for a group of employees who should have the same payment plan.

This action can only be taken on employees with either Submitted or Suspended status who have jobs with Available status. The jobs must also have the same Begin & End dates and be in the same payroll cycle.

  1. Select Employee Payroll Information from the Payroll menu.

  2. Click the Mass Payment Plan button from the More menu in the top right corner of the window, and the Mass Payment Plan window opens displaying the jobs that are available to have their payment plans changed.
    Note: You might want to sort or filter the list to make it easier to find the records you want to change.

  3. Check the boxes to select jobs for this payment plan, and click the Payment Plan button at the top of the window. The Edit Payment Plan(s) opens showing that multiple employees and jobs will be affected by the operation.

  4. Select the new Payment Plan from the pull-down list. Depending on which payment plan is selected, different fields will become visible.

  5. Follow the directions in Specify Payment Plans to complete the additional fields.

  6. Click Save, and the Result window opens.

  7. Click Close when you're done reviewing the records.

  8. Click the Return to Employee Payroll Information link.

Return to Specify Payment Plans

Return to Employee Payroll Overview