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How to Set Up Pay Groups, Locations, and Positions
How to Set Up Pay Groups, Locations, and Positions

Some ways to categorize your business are by locations, positions, and pay groups.

Gina Schrandt avatar
Written by Gina Schrandt
Updated over a week ago

To help organize your payroll and other expenses, you can allocate your employees into locations, positions, and pay groups in Fingercheck. Along with cost-center levels, jobs, and tasks, you can use these categories to further organize your costs.

Create a pay group

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Payroll > Pay Groups.

  3. Click Add to open the Details page.

  4. In the Code field, enter an abbreviated name (for example, FR).
    In combination with the Description field, this makes up the full name of the pay group as displayed in other areas of Fingercheck.

  5. In the Description field, enter a short, descriptive name (for example, Front Office).

  6. Click Save.

Create a location

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Company > Locations.

  3. Click Add to open the Location Information page.

  4. In the Code field, enter an abbreviated name (for example, FL).
    In combination with the Description field, this makes up the full name of the location as displayed in other areas of Fingercheck.

  5. In the Description field, enter a short, descriptive name (for example, Florida office).

  6. Click Save.

Create a position

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Company > Position.

  3. Click Add to open the Position Information page.

  4. In the Code field, enter an abbreviated name (for example, CA).
    Combined with the Description field, this makes up the full name of the position as displayed in other areas of Fingercheck.

  5. In the Description field, enter a short, descriptive name (for example, Cashier).

  6. Click Save.

Add categories to an employee's profile

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the EMPLOYEES tab.

  3. Select an employee from the list.

  4. Click Position & Rates.

  5. Click the Edit (pencil) icon for the Details section.

  6. Select a Pay Group, Location, and/or Position.

  7. Click Save.

Alternative method: To add the categories to multiple employees' profiles at the same time, you can use the Mass Change option on the Quick Actions menu. See Shortcuts: Quick Actions Menu.

Here's a brief video showing how:

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